Automation Audit

01 / 12 · Operations overview

What best describes your business's current operations?

We use this to benchmark your automation readiness against similar businesses.

Mostly manual - spreadsheets, email, and phone calls run the show Mix of manual and digital - some tools but little integration Mostly digital - good tooling, but systems don't talk to each other Well integrated - most systems connected, looking to optimise further

02 / 12 · Data & reporting

How are your key business reports currently produced?

Finance reports, sales summaries, inventory snapshots - how do these get made?

Someone manually compiles them from multiple sources Semi-automated - exports from tools, assembled in Excel Mostly automated but we still manually check and fix errors Fully automated - dashboards update in real time

03 / 12 · Team & tools

How many hours per week does your team spend on repetitive data tasks?

Copying data between systems, updating spreadsheets, sending standard emails, chasing approvals.

More than 15 hours/week across the team 5 - 15 hours/week 1 - 5 hours/week Less than 1 hour/week

04 / 12 · Finance & billing

How does your invoicing and financial reconciliation work?

Think about the path from sale or service delivery to payment recorded in your accounting system.

Manually created invoices, manually reconciled in accounting Invoices generated by one tool, manually entered into another Partially synced - some automation, regular mismatches we fix manually Fully synced - sales platform feeds directly to accounting with no manual steps

05 / 12 · Customer workflows

What does your customer onboarding or intake process look like?

From first contact or purchase to fully set up as an active customer.

Fully manual - phone calls, emails, paperwork, manually entered into systems Partially digital - some forms, but lots of manual follow-up steps Mostly automated but requires human review at multiple points Fully automated - customer self-onboards, data flows to all systems

06 / 12 · Integration landscape

Which of these tools does your business currently use? (Select all that apply)

Don't worry if you use something not listed - we cover all major platforms.

07 / 12 · Current pain points

Which of these frustrations sound most familiar?

Select the one that costs you the most - time, money, or sleep.

Data mismatches between systems (Xero vs Shopify, CRM vs spreadsheet) Reports that take too long and are always slightly wrong Customer or staff onboarding that's slow, inconsistent, or error-prone Approvals and sign-offs that get stuck in email chains Skilled people doing data entry that a system should be doing

08 / 12 · Manual time cost

If you had to estimate, what is the total monthly salary cost of manual admin tasks your team performs?

A rough estimate is fine - this helps us quantify the ROI case for automation.

Under R5,000/month R5,000 - R15,000/month R15,000 - R40,000/month Over R40,000/month

09 / 12 · Technical readiness

How would you describe your team's current technical capability?

This helps us scope what level of documentation and handover you'll need.

No technical staff - we need everything explained and supported Some technical literacy - we can follow documentation but can't maintain code Technical team in-house - we can maintain and extend what you build Developer(s) on staff - we just need the architecture and the build

10 / 12 · Scale ambition

Where do you expect your business to be in 24 months?

Automation should be designed for where you're going, not just where you are.

Similar size - we want to run the same operation more efficiently Growing 20 - 50% - current processes won't scale, we need to fix them now Significant growth - we're planning new markets, products, or headcount Transformation - the business model itself is changing

11 / 12 · Priority outcome

What's the single most important thing automation should deliver for your business?

If you could only fix one thing, what would it be?

Give my team their time back Make our data accurate and trustworthy Give me real-time visibility into the business Let us grow without adding headcount Improve the customer experience

12 / 12 · Contact details

Where should we send your personalised report?

We'll send a full breakdown of your automation opportunities within 24 hours. No spam.

Your data is handled in accordance with our POPIA Privacy Policy. We will only use it to send your report and follow up once.

Automation Audit.