Business Assessment

Where is your business today?

24 questions across six areas. Answer honestly — there are no wrong answers, just an honest picture of where automation could help most.

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How are routine business tasks completed today?

What best describes your internal business processes?

When work increases unexpectedly, what happens?

How easy is it to improve the way work gets done?

How connected are your business systems?

How often is data entered more than once?

How satisfied are you with your current software?

How easily can you find the information you need?

What happens when customers need help outside business hours?

How much time is spent answering the same questions?

How prepared is your business to scale?

How dependent are you on employees for routine communication?

What happens when someone contacts your business?

How consistent is lead follow-up?

How easy is it for customers to reach you?

How effectively do you capture opportunities?

How would you describe your online reputation?

How often do happy customers become advocates?

How important is social proof?

How actively is your reputation managed?

How organized is your sales pipeline?

What happens after a prospect inquires?

How well do you stay connected with customers?

How predictable is repeat revenue?