How's Your Workflow?
Are your operations on-point or a mess? Check all that applies:
My VA created sales funnels that bring in leads and nurtures them until they convert.
My "systems" are a collection of different apps that don't talk to each other.
I still do manual data entry and/or admin tasks.
If I took a two-week vacation, my business would stall and I'd lose prospects.
My use of AI is asking ChatGPT to find recipes and tell me the weather.
I use AI to do competitor research, which my VA then takes over to create into a short report generated by AI.
None of my operations is automated. I prefer to do things from scratch every time.
I spent more time fighting "fires" than working on high-level strategy.
Onboarding a new client involves lots of paper trails, physical folders, and back-and-forth emails.
I use AI to transcribe and takes notes during my live and virtual meetings.
My leads and follow-ups consist of sticky notes all over my desk.
Even when I'm home, I'm constantly in "work-mode" because nothing gets done without me.
I often miss leads because my calls/ texts/ emails don't get answered right away.
My project management software automates some of my workflows, but I want to start using AI Agents.
I know there are better ways to do things, but I’m too busy to stop and find them.
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