For each area, select the rating that best describes where your business is today. Be honest — the more accurate your answers, the more useful your results.
Rate each area from 1 (broken or fully manual) to 5 (fully automated).
0 of 8 rated
Question 01
Lead Capture & Response
When a potential client reaches out, how quickly and reliably do they get a response?
Question 02
Follow-Up & Nurture
After initial contact, do leads get consistent follow-up until they convert or opt out?
Question 03
Scheduling & Booking
How easy is it for a client to book time with you?
Question 04
Client Communication
Do clients know what's happening with their job/project at all times?
Question 05
Invoicing & Payments
How quickly do you get paid after completing work?
Question 06
Data & Reporting
Can you see your key business numbers right now without digging?
Question 07
Internal Operations
If you disappeared for a week, would your business run without you?
Question 08
Customer Retention
After the job is done, do you stay in touch with past clients?