Automations Service

2: Are there any tasks you’ve already automated? If so, which ones and what tools are you using?
Understanding what’s already in place helps us avoid duplication and identify what tools you’re already comfortable using.

3: How do you currently track and manage your customer or lead data across platforms?
We need to see how well your systems are connected, or where data is falling through the cracks due to manual entry or disconnected tools.

4: What are the most common tasks that get delayed, dropped, or forgotten?
These are the failure points. If consistency is an issue, automation can help remove the human error and create a more reliable workflow.

5: Are you using any tools like Zapier, HubSpot, ActiveCampaign, or similar platforms?
Knowing your tech stack helps us build around what’s already available and spot any underused capabilities in your current tools.

6: Where do you feel like your team wastes the most time with manual or repetitive work?
Time waste adds up fast. This helps highlight the areas where automation could reduce workload and improve overall efficiency.

7: Do you currently have any kind of workflow automation between your sales, marketing, or fulfillment tools?
If your systems aren’t connected, information gets siloed. Automation bridges those gaps so your process can run end-to-end without friction.

8: If a task needs to happen every week or month, what system (if any) ensures it gets done?
Recurring workflows need structure. If there’s no automation or checklist in place, things are likely slipping through.

9: What’s one process in your business that you know could be automated, but hasn’t been yet?
This reveals where the low-hanging fruit is. Often, the barrier is time or clarity, not capability.

10: If you had automated systems running key tasks and workflows, what would it allow your team to focus on instead?
Whether it’s strategy, product development, or deeper client work, this defines the benefit and gives purpose to the automation plan.