Free Resource
AI Automation Audit Checklist
Find your hidden time-drains in 10 minutes
Work through each item below. Check the ones that apply to your business. Your score at the end tells you how much automation opportunity you're sitting on.
Section 1 — Task Inventory
- Are you manually entering data from one system into another (email → spreadsheet, CRM → invoice, etc.)?
- Do you write the same type of email more than 3x per week (follow-ups, confirmations, check-ins)?
- Are you assembling reports by hand — pulling numbers from multiple tools and formatting them yourself?
Section 2 — Lead & Sales Leaks
- Does it take you more than 1 hour to follow up with a new lead after they reach out?
- Do you have no CRM, or a CRM you don't regularly update?
- Are leads falling through the cracks because there's no nurture sequence keeping them warm?
- Are you qualifying leads manually by phone/email instead of a screening form or bot?
Section 3 — Operations Overhead
- Do you hold regular status meetings that could be replaced with an async update?
- Is your client onboarding or offboarding a manual checklist you run through personally?
Section 4 — Quick Wins & Readiness
- Can you name your single biggest time sink right now (the task you dread most)?
What's Your Score?
7–10 checks
You're leaving 10–15 hours/week on the table. Prime candidate for automation in 30 days.
4–6 checks
Several quick wins available. One automation could free up a full workday per month.
0–3 checks
Either you're already automated (great!) or your processes aren't mapped yet — both are worth a conversation.
Ready to Automate?
Book a free 30-minute discovery call. We'll identify your top 3 automation opportunities and map out what's possible.