PauSolutions
Free tool · 2 minutes

Business Automation Scorecard

Answer 10 quick questions about how your business handles enquiries, documents, payments and reports. Get a score out of 100 and the 3 automations worth starting with.

Your answers are calculated in your browser and are not sent anywhere unless you ask for the personalised report (signing up for tips and offers sends only your email address).

  1. 1New enquiries (website form or email) get an automatic acknowledgement within minutes.
  2. 2Enquiries and leads are recorded in one place automatically, without copying them by hand.
  3. 3Documents or information you need from clients are requested and reminded automatically.
  4. 4Overdue invoices get reminders without someone having to remember.
  5. 5Data from invoices, orders or emails is never retyped by hand.
  6. 6Your key weekly/monthly numbers are in a dashboard that updates itself.
  7. 7Your main tools (website, email, calendar, accounting, CRM) share data with each other.
  8. 8If an automation or integration fails, someone is notified the same day.
  9. 9You know what your automation/software subscriptions cost and that you use what you pay for.
  10. 10Your repetitive processes are written down (who does what, in which order).

0 of 10 answered

Answer at least 5 questions to see your score.

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