Automation Readiness Checklist

Your readiness score

Check boxes as you go

0/20

1 — Lead Capture & Intake

How new leads and clients enter your system

0/4

You manually copy lead information from one place to another (form → spreadsheet, email → CRM, etc.)

New leads don't receive an acknowledgment or next-step message within 5 minutes of submitting

Speed-to-lead matters. Studies show 78% of buyers go with the first business that responds.

Your intake process requires someone on your team to be "on" to move it forward

You've had a lead or inquiry fall through the cracks in the last 90 days because nobody followed up

2 — Follow-Up & Nurture

What happens after the first contact

0/4

Follow-up reminders live in someone's head, a sticky note, or a personal to-do list — not a system

You don't have a consistent sequence that goes out to every new lead regardless of who's in the office

Unconverted leads go cold because the follow-up stops after 1–2 touches

You have no way to re-engage leads from 60, 90, or 180 days ago automatically

3 — Scheduling & Appointments

How time gets booked and confirmed

0/4

Scheduling involves back-and-forth messages or calls to find a time that works

Appointment reminders are sent manually — or not consistently sent at all

Manual reminder gaps are the #1 driver of no-shows in service businesses.

Cancellations or no-shows don't automatically trigger a rebooking message

Your calendar system doesn't connect to your CRM, intake form, or client record

4 — Reporting & Admin

The operational overhead that runs in the background

0/4

Weekly or monthly reports are compiled manually by pulling data from multiple tools

Someone on your team spends more than 2 hours/week on data entry that doesn't require judgment

Invoices, contracts, or intake documents are created manually from a template every time

You don't know your lead conversion rate, average response time, or no-show rate off the top of your head

If you can't measure it, you can't improve it. Automation creates the data trail.

5 — Client Onboarding

What happens after someone says yes

0/4

Onboarding requires you or a team member to be personally involved every time, even for the same repeatable steps

Welcome packets, access credentials, or intake forms are sent manually after a client signs

There's no consistent 7–14 day check-in or progress update that goes to every new client

Your onboarding process would break or slow down significantly if you took a week off

Complete the checklist above to get your personalized automation roadmap.

No pitch. No deck. Just a real look at your setup.