⚙️ Automation Opportunity Assessment 1. Business Overview Business name: Industry: Location(s): Team size: Brief description of your workflow: 2. Lead Generation & Intake Monthly lead volume: 1–10 11–30 31–100 100+ Lead sources: Website form Facebook/Instagram ads Google Ads Word of mouth Phone calls Email inquiries Marketplace platforms Lead format: Email Google Sheet CRM SMS / WhatsApp Current CRM or sales tools: 3. Lead Follow-Up & Response How do you follow up with leads? Phone call Email SMS Manual quoting Automated system Response time to new leads: Within 1 hour Same day 24–48 hours Longer Does response time affect conversion? Yes, significantly A little Not really Not sure Would instant or AI replies help? Yes Maybe No 4. Bottlenecks & Tools What admin tasks slow you down most? Software tools you use: Job management: Communication: Payments: Bookings: Team dashboards: Weekly tasks you’d like to automate: 5. Automation Goals What would you like to automate? Lead response (chat/SMS) Lead nurturing Quoting process Sales follow-ups Invoicing/payment reminders Team performance tracking Reviews/testimonial gathering Dashboard & reporting Do you want to integrate with existing tools? 6. Budget & Timing Monthly budget for automation: Under $200 $200–500 $500–1,000 $1,000+ How soon are you looking to automate? Immediately Within 1 month Within 3 months Just exploring Any other comments or info you'd like to share? Submit
