Automation and Tool Selection Service

2: Which tools or platforms are you currently using across your business?
We need to see your full stack, like your CRM, email systems, project management, and operations, so we can understand where things may overlap or break down.

3: Have you implemented any automations or integrations already?
If you’ve set up automations before, we’ll look at how well they’re working and whether they can be improved or expanded.

4: Where are you still relying on spreadsheets, email threads, or manual tracking?
These are the red flags. Manual systems slow things down and are prone to error, this helps us identify where tools should replace effort.

5: How often do errors, delays, or duplicate work happen due to lack of automation?
This shows the cost of inefficiency. If problems happen regularly, fixing them could immediately free up time and reduce mistakes.

6: Do you have internal processes or workflows that repeat across clients or teams?
Repeatable processes are ideal for automation. When the same steps happen over and over, systems can handle them better than people.

7: What’s your current comfort level with using tech tools or setting up automations?
Knowing your experience level helps us recommend the right tools, whether you’re DIY, need templates, or want outside help.

8: What’s your biggest frustration or concern when trying to adopt new tools or systems?
Understanding your hesitation, whether it’s time, cost, or complexity, helps us avoid adding tools that make things harder.

9: How do you currently make decisions about which tools to use?
This tells us how you evaluate options, and whether your process is helping or leading to trial-and-error overload.

10: If we could automate 1–2 key processes this month, what would they be?
This shows us your highest priorities. We’ll focus there first to deliver quick wins and build momentum.