✦ Business Automation
Business Automation Self-Assessment
Is your business ready to automate?
A diagnostic checklist to identify whether manual processes are costing you leads, clients, or staff time. Most businesses running paid ads without a CRM should treat automation as a prerequisite.
MM
Maksym Miedvied
Head of Growth, Mulder Agency
| Priority | Signal | What it means | How to evaluate |
|---|---|---|---|
| High | You are running paid ads (Google, Meta, TikTok) without a CRM tracking which ads generate clients | You are spending money on advertising with no proof of which campaigns work — you cannot scale what you cannot measure | Check: can you tell today which specific ad generated your last 5 clients? |
| High | New leads sit in an inbox or spreadsheet waiting for a human to follow up | Leads go cold within 60 minutes — automated follow-up within 5 minutes of enquiry is the single highest-ROI automation | Time your average response to a new web lead — anything over 2 hours is a problem |
| High | Your team follows up with leads manually via phone or email, without a system | Manual follow-up is inconsistent, slow, and depends on individual behaviour — automation makes it guaranteed and instant | Ask your team: what exactly happens when a new lead comes in and who does it? |
| High | You receive leads from multiple sources (ads, chatbot, web form, phone, referral) with no central record | Without a single system, leads get lost, duplicated, or unevenly followed up — especially when volume increases | List every channel that generates leads — can you see them all in one place today? |
| High | You or your team spend time manually generating reports on leads and revenue | Manual reporting is always outdated and takes time away from sales — automated dashboards show real-time data instantly | Calculate hours per month spent on manual reporting across your team |
| Medium | You collect Google reviews inconsistently or only when you remember | Review volume directly affects both AI citations and local search ranking — automation sends requests at exactly the right moment | Check: how many Google reviews have you received in the last 90 days vs jobs completed? |
| Medium | Leads from different sources (ads vs referral vs chatbot) are treated identically | Different lead sources need different sequences — an ad lead needs immediate follow-up, a referral needs nurturing | Map your current follow-up process — is it the same for every lead type? |
| Medium | Your conversion rate from lead to booked client is below 30% | Low conversion often means slow follow-up or inconsistent nurturing — automation addresses both | Calculate: leads received last month ÷ new clients signed = conversion rate |
| Low | You have multiple staff who each handle leads differently | Inconsistent handling means some leads get 5 follow-ups and others get none — automation standardises the process | Compare how two different team members currently handle a new enquiry |
| Low | You have tried a CRM before but your team stopped using it | This usually means the CRM was not set up around your actual workflow — a properly configured system gets used | Identify why the previous CRM was abandoned — was it the tool or the setup? |
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