Step 1 of 19 5% Welcome to your business ‘automation’ assessment We created this simple online assessment to help you discover how scalable your business is using Automation! More importantly, you’ll be able to figure out what your next move should be in creating a business that can run on autopilot. Get started below - Your results will be delivered to you when you have completed the assessment Which best describes you? I'm a coach / consultant I sell software as a service (SASS) I sell training online and offline I sell products digital and offline Service Provider Other Do you use a CRM or email marketing tool to manage your prospects and clients?A CRM or Customer Relationship Manager is a software that helps you automate your business. Some well known CRM's are: Sales force, ActiveCampaign, Mailchimp and Keap. Yes No Do you give away free information on your website in exchange for email addresses?Free Ebooks, Guides, Video training, Cheatsheets, Etc Yes No Do you use paid traffic to market your business?For example using Google Ads or Facebook Ads. Yes Sometimes No Do you use remarketing Ads?Remarketing ads encourage people to come back or do something else after they have visited your landing pages, website or sales pages. Yes No Do you segment your prospects and clients?Segmentation is dividing your entire database of contacts into lists based on categories that suit your business. These can be based on what they've purchased, how long they've been with your business or even their gender. Yes Sometimes No Do you have automated email sequences in place?When someone downloads something, enquires or buys from you. Yes No How often do you communicate with prospects and customers?We always say communication is key. Weekly Monthly Never What type of product price range do you offer?Whether you sell small ticket items or big ticket items, every business can benefit from automation. Small Ticket - £10 - £500 Mid Ticket - £500 - £2999 High Ticket - £3000+ A mix of all of these How do you sell your products or services? Online Checkout On a consulation call Face to Face A mix of all of the above Do you automatically qualify your prospects before a call or meeting?Qualifying a prospect means finding out if someone is interested in your goods or services before you speak to them. Yes No Do you use a deal pipeline to manage sales prospects?To move them through your sales process. Yes No How do you take payment for your product or service? Online Checkout Subscription / Direct Debit Invoice A Mix of all of the above Do you have an automatic abandoned cart sequence?An abandoned cart email is a follow-up message sent to someone who leaves a website without purchasing the items in their online shopping cart. Yes No Do you offer new customers upsells automatically?Upselling to customers automatically can be the perfect way to make revenue extra revenue when done the right way. This can be done automatically with a CRM! Yes No Are your billing systems linked to your accounting system?If you use an online accounting system like Xero or Quickbooks, are your customers payments automatically reconcilled. Yes No Do you have an automated onboarding sequence for new clients?An automated onboarding sequence delivers a product or service for you. Yes No Do you automatically ask for reviews or referrals from clients?This can be done at the checkout of your store or in an automated email after they've purchased. Yes No Awesome you're all done Ready for your your results? We've got your score ready based on your answers, all you need to do is add your details to unlock your automation score and get your tailored plan to help you to fill any gaps you may have and run a more effecient and scalable business. Fill in the form to get your resultsFirst Name* Email* HiddenScore