Each question covers one aspect of automation readiness: data habits, CRM maturity, lead channels, tech stack, team size, documentation, tool count, and prior experience.
Your total (out of 16) places you in one of three tiers: Low (0–5), Medium (6–10), or High (11–16). Each tier maps to a different first step.
The result includes three concrete actions matched to your readiness tier — not generic advice, but actions that address the specific gap your score reveals.
Select the answer that most accurately describes your current situation. There are no wrong answers — honest inputs produce useful results.
1. How many times per week do you manually move data between systems (copy-paste, export/import)?
2. Do you use a CRM or structured system to track leads and clients?
3. How do new leads contact you?
4. Do you use WordPress or WooCommerce in your business?
5. How many people on your team handle admin or client onboarding tasks?
6. Do you have documented standard procedures for your repeated workflows?
7. How many digital tools does your business actively use every day?
8. Have you tried automation before?
0 – 5 points
Structure first, automation second
6 – 10 points
Ready to automate one workflow end-to-end
11 – 16 points
The bottleneck is now prioritisation
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