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SBE Audit Center

Automation Opportunity Audit

Find the repetitive processes you can automate, ranked by impact and complexity.

Your business

Business name

Industry

Team size

Country

City

Website (optional)

Customer-facing

Customer support (answering common questions)

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Appointment booking

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Order management (confirmation, delivery updates)

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Customer retention (bring past customers back)

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Sales

Lead qualification (who is serious, budget, need)

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

WhatsApp follow-up of enquiries

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

CRM updates (customer list, notes, status)

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Quotation generation

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Admin and reporting

Invoice generation and payment reminders

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Content planning and posting

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Sales and marketing reporting

Done by hand, takes a lot of time By hand, but quick Partly automated Automated, or not needed

Get your results and prescription

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Your answers are used only for this audit. See our privacy note.

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