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Checklist · free download

Checklist: automation & processes

Spot what you can automate to save time and make your follow-up dependable: tasks, CRM, reminders, reporting, AI.

A printable checklist to identify your priority automations, from task mapping through to AI. Five sections, checkboxes, priority points and a maturity score. The starting point of a well-run automation program.

What's inside

  • Mapping of repetitive tasks and their time
  • Data, tools and a CRM that talk to each other
  • Automated follow-ups and sales tracking
  • Documents, reporting and AI use cases

Want to try it before you fill it in? Automation ROI.

Work through it right here

Tick what is already in place. Empty boxes are hours to win back and errors to remove, starting with the flagged points.

0 / 20 checked

Points marked with a dot are priorities: start with those.

Mapping your tasks

0/4

You only automate what you have first made visible and measured.

Data and tools

0/4

An automation is only as good as the data behind it.

Follow-ups and sales tracking

0/4

This is where revenue quietly disappears, lost to nothing but forgetfulness.

Documents and reporting

0/4

Time saved on admin work goes straight back into work that creates value.

AI and scaling up

0/4

AI extends automation to where plain rules stop working.

Where do you stand? Count your ticked boxes.

  • Under 50%: foundations to lay first. That is where your biggest gains are hiding.
  • 50 to 80%: solid basics, a few levers to pull to reach the next step.
  • Over 80%: you are in good shape. Time for fine tuning and measurement.

Your progress stays saved on this device, so come back anytime. Nothing gets sent to us.

Let's talk about your reportingChecklist

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We set up your dashboards and your processes, adapted to your business.

  • Flash audit included
  • Costed action plan
  • Zero commitment
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