The Automation Readiness Checklist
20 questions that tell you exactly what to automate first: and what to skip.
Download PDF Checklist ↓20
diagnostic questions
across 5 categories
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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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?
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