FREE BUSINESS CHECKLIST
Small Business Automation Opportunity Checklist
Use this checklist to identify repetitive workflows that may be worth reviewing for automation before you invest in another tool.
CHECK YOUR CURRENT PROCESS
How many of these statements are true today?
Use this as a practical conversation starter with your team. Do not treat it as a certification or guaranteed ROI score.
- 01 The task happens at least weekly
- 02 More than one person repeats the same steps
- 03 Information is copied between email, spreadsheets, CRM or other apps
- 04 The process follows clear rules most of the time
- 05 Delays or missed steps create a business cost
- 06 The result can be checked for accuracy
- 07 Exceptions can be routed to a person
- 08 The process has a clear owner and outcome
HOW TO INTERPRET IT
Use the gaps to decide what to investigate next.
If you checked five or more items, the workflow is likely worth a structured automation review. This is an educational indicator, not a scientific score.
NEXT STEP
Turn the checklist into a workflow review.
Bring us the current process, systems and bottlenecks. We can help determine whether the answer is automation, CRM improvement, better data or a simpler process redesign.
