Automation Assessment – Automated to Win

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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 results
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Score