Business Automation Calculator

1

Your Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Company Name* This field is required.

4

Phone Number* This field is required.

Please enter a valid phone number.

5

Website Address* This field is required.

6

Are all of your business processes documented? (Written down and diagrammed)* This field is required.

Fully

Partially

None

7

Do you have a CRM system that covers more than 60% of your business operational needs? (SMS, Email, Sales, Team Management, Invoicing, Filing, Task Management, Client Management, appointments, sales funnels, training portal and more)

Yes

No

8

Is your marketing and sales processes automated? (Sales Funnels, Email and SMS marketing)* This field is required.

Fully

Partially

None

9

Do you have an automated on-boarding system for your client?* This field is required.

Fully

Partially

None

10

Do you have an automated project management system for your external and internal projects?* This field is required.

Fully

Partially

None

11

Have you cross trained 80% of the employees in your business in other areas of your business?* This field is required.

Fully

Partially

None

12

Do you have a centralized customer service portal for your business?* This field is required.

Fully

Partially

None

13

Will your business be affected greatly if you are unavailable for 4 weeks?

Yes

No

14

Are your business processes complicated or simple?

Simple

Complicated

15

Are more than 70% of your tools integrated? (Your tools communicate with each other)

Yes

No

17

YOUR BUSINESS AUTOMATION SCORE IS