Does Your Business Need Automation?

Instructions: Check each box that applies to your business. Be brutally honest—this only works if you tell the truth.

Manual Data & Information Management

Staff regularly copy data between systems or spreadsheets (2 points)
You rely heavily on spreadsheets for core business processes (2 points)
Employees manually update the same information in multiple places (3 points)
Data entry errors happen frequently (2 points)
Information gets "lost" in email chains or chat threads (1 point)

Repetitive Tasks & Workflows

Team members do identical tasks multiple times per day/week (2 points)
Simple approvals require multiple people to "touch" them (2 points)
Staff describe parts of their job as "mindless" or "boring" (1 point)
New employees need weeks to learn "simple" processes (2 points)
You have tasks that follow clear "if this, then that" rules (1 point)

Time & Resource Drains

Work piles up faster than staff can process it (3 points)
Generating reports takes hours or days of manual work (3 points)
You regularly work overtime just to maintain current operations (3 points)
Certain team members are bottlenecks for specific processes (2 points)
Customer inquiries can't be answered quickly due to information gaps (2 points)

Growth & Scalability Issues

Adding new customers requires adding more admin staff (3 points)
Peak periods completely overwhelm your current systems (2 points)
Growth feels limited by administrative capacity, not market demand (3 points)
You avoid taking on more business because of operational constraints (3 points)

Quality & Compliance Concerns

Mistakes happen regularly in routine processes (2 points)
Quality control requires extensive manual checking (2 points)
Compliance reporting is time-consuming and stressful (2 points)
You struggle to maintain consistent processes across team members (2 points)
Audit trails are difficult to maintain (2 points)

Technology & System Gaps

You use multiple software tools that don't talk to each other (2 points)
File transfers between systems happen manually (2 points)
You still have paper-based processes (1 point)
Key business data isn't available in real-time (2 points)
System integration seems impossible with current setup (2 points)

Your Automation Readiness Score

Add up your points and find your result below:

0-10 Points: "The Skeptic"

You're doing okay... for now. You might have some manual processes, but they're not causing major pain yet. Keep an eye on growth—what works at your current size might not scale. Consider this your early warning system.

Next Step: Document your current processes. When growth hits, you'll be ready.

11-25 Points: "The Tipping Point"

Automation is knocking at your door. You're experiencing real friction that's costing time and money. You're not in crisis mode yet, but you're spending too much time on tasks that could be automated. Your competitors who automate first will have an advantage.

Next Step: Pick ONE repetitive process that scored high and automate it first. Start small, learn fast.

26-40 Points: "The Burning Platform"

Automation isn't optional—it's urgent. Your manual processes are actively holding back growth and burning out your team. Every day you delay automation is costing you money and competitive advantage. You're at the point where NOT automating is riskier than getting started.

Next Step: Stop researching and start somewhere. Pick the biggest time-waster and automate it within 30 days.

41+ Points: "The Emergency Room"

Your business is in automation crisis mode. You're probably working evenings and weekends just to keep up. Staff turnover might be high. Customer satisfaction could be suffering. Automation isn't just about efficiency anymore—it's about survival.

Next Step: Get professional help immediately. You need an automation roadmap, not just a single solution.

What This Means

The brutal truth: If you scored above 15 points, every day you wait to start automating is costing you money, time, and sanity.

The good news: You don't need to automate everything at once. Start with the highest-scoring areas and work your way down.

The reality check: Your score will probably increase over time as your business grows. Better to start automating now while you have the bandwidth to think clearly about it.

Ready to stop checking boxes and start checking off automated processes? The hardest part isn't the technology—it's taking the first step. We offer a free consultantion?

Does Your Business Need Automation?

Manual Data & Information Management

Repetitive Tasks & Workflows

Time & Resource Drains

Growth & Scalability Issues

Quality & Compliance Concerns

Technology & System Gaps

Your Automation Readiness Score

What This Means

Comments

Ready for
Transformation.

Does Your Business Need Automation?

Manual Data & Information Management

Repetitive Tasks & Workflows

Time & Resource Drains

Growth & Scalability Issues

Quality & Compliance Concerns

Technology & System Gaps

Your Automation Readiness Score

What This Means

Comments

Ready forTransformation.

Ready for
Transformation.