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Automation Audit Scorecard

Five questions about how your team actually operates today. We'll score your automation gaps and flag where to start.

How do new leads get routed to a rep? Automatically - CRM entry + instant notification Someone checks a shared inbox and assigns manually No consistent process

How does weekly or monthly reporting get built? Automated dashboard or scheduled digest Someone manually pulls numbers into a spreadsheet Rarely done or inconsistent

How is content distributed across channels? Automated publish + schedule across platforms Manual copy-paste into each platform Inconsistent or ad hoc

How many tools do you use that don't talk to each other? 0-2 3-5 6+

How does client or customer onboarding happen? Automated sequence (emails, tasks, provisioning) Manual emails and a checklist Ad hoc, no defined process

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