Free tool

Automation Readiness Scorecard

Answer a few quick questions about where your team’s week goes. The scorecard ranks eight everyday functions by the hours they cost, shows which one is leaking the most, and checks whether your data is clean enough to build on. It is for owners and managers of small teams, and takes about three minutes.

1. Where the week goes

Roughly how many hours a week does your team spend on each? A guess is fine.

Answering the phone and booking appointments

Replying to customer messages and support tickets

Following up new leads

Typing invoices, receipts and forms into your systems

Chasing unpaid invoices

Copying the same data between systems

Putting together weekly reports

Review requests and marketing posts

2. Is the data ready?

Four yes or no questions. These decide whether a build would work, whatever it costs.

Does the information for these tasks live in software, like a CRM, inbox, store or accounting system, rather than paper, screenshots or a notebook?

Yes No

Is there one system everyone agrees holds the right record or number?

Yes No

Could you pull last month's real examples of the task, like the emails, invoices or call logs, today?

Yes No

Will someone on your team read the outputs every day for the first month?

Yes No

Want the sum done with you on real numbers? Book the free audit.

Still weighing it up? Read the 24 questions owners ask about AI automation.