Free Resource

The Automation Readiness Checklist

20 questions that tell you exactly what to automate first — and what to skip.

20
diagnostic questions
across 5 categories
Lead follow-up and response time
Appointment and reminder systems
Client onboarding workflows
Review and reputation management
Invoicing and payment collection

Takes 5 minutes to complete. Built for service businesses with 1-20 employees.

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What's Inside
Lead Follow-Up
When a new lead comes in, does someone respond within 5 minutes — every time?
Do leads who don't book on the first contact get a follow-up sequence?
After a quote or estimate goes out, does the lead automatically hear from you again?
Appointments & Reminders
Do clients receive an automatic confirmation when they book?
Do you send reminders 24-48 hours before every appointment?
Client Onboarding
Does a new client automatically receive onboarding info after booking?
Are intake forms and agreements sent and collected without manual effort?
Is your team notified in real-time when a new client is added?
Review & Reputation
Do completed jobs trigger an automatic review request?
Do unhappy customers get caught before they post publicly?
...and 15 more questions
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