SMB Automation Readiness Assessment

Data Collection & Management

How do you currently collect customer/client data?

Paper forms or manual entry (high pain)

Mix of digital and manual methods

Mostly digital but fragmented across tools

Fully integrated digital system

How often do you experience data entry errors or lost information?

Very frequently (weekly)

Occasionally (monthly)

Rarely (quarterly)

Almost never

Can your team easily access the information they need?

No, information is scattered/hard to find

Sometimes, with difficulty

Mostly, but could be better

Yes, everything is centralized and accessible

Customer Service & Support

How do you currently handle customer inquiries outside business hours?

We don't - customers wait until we're open

Email only with delayed responses

Limited automated responses

Full 24/7 support system in place

How many customer inquiries do you receive daily?

50+ inquiries (overwhelming)

20-50 inquiries

10-20 inquiries

Under 10 inquiries

SMB Automation Readiness Assessment

Data Collection & Management

How do you currently collect customer/client data?

How often do you experience data entry errors or lost information?

Can your team easily access the information they need?

Customer Service & Support

How do you currently handle customer inquiries outside business hours?

How many customer inquiries do you receive daily?

Sales & Marketing Automation

How do you currently track and manage your sales leads?

How do you handle follow-up communications with prospects?

How much time does your team spend on repetitive marketing tasks?

Financial Management & Reporting

How do you currently handle invoicing and payment processing?

How do you track and analyze business performance metrics?

How much time do you spend on expense tracking and reconciliation?

Inventory & Supply Chain Management

How do you currently track inventory levels and product availability?

How do you handle supplier communication and order management?

How often do you experience stockouts or overstock situations?

HR & Employee Management

How do you handle employee onboarding and training processes?

How do you manage employee scheduling and time tracking?

How much time do you spend on HR administrative tasks each week?

Your Automation Readiness Results

Category Breakdown

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