Automation Opportunity Assessment
What you should stop doing by hand.
Score
61/100
Annual spend in this area
$26,400
Possible annual saving
$3,600
Hours back per month
2
This is an illustrative example for a typical small business. Your own numbers come from your answers to the 40 questions in this assessment.
What this report says
Automation Opportunity Assessment scored 61 out of 100 for this example business. Repetitive work is already working well, while your current technology is the area costing the most time and money right now. Fixing the three items below is worth roughly $3,600 a year and 2 hours a month.
The score averages how you rated each area. You scored highest on repetitive work and lowest on your current technology.
What is working
- Repetitive work is working well (100/100).
- Repetition is working well (67/100).
Where you are losing money
- Your current technology is the weakest area at 38/100.
- Coverage is the weakest area at 42/100.
Scores by area
Quick wins
Fix the biggest gap in your current technology
One contained change that removes the most day-to-day friction.
Remove the duplicate step nobody owns
Work is being redone because two places hold the same information.
Write down how this should work
So it survives holidays, new staff and busy weeks.
Your 30/60/90 day plan
First 30 days
- • Fix the highest-impact issue in your current technology.
- • Cancel the overlapping subscription identified above.
- • Give every recurring task a named owner.
Days 31–60
- • Document the new way your current technology runs.
- • Automate the manual handoff between the two busiest steps.
- • Train whoever covers this area when you are away.
Days 61–90
- • Review the savings against the plan.
- • Re-run this assessment and compare your score.
- • Move on to strengthening repetitive work further.
What the full report also includes
- Rank automations by payback
- Cut manual admin
- Free up your team
- A priority matrix of impact against effort
- Recommended tools and automations for your situation
- A tracked checklist you can tick off as you go
- PDF and spreadsheet export
Run Automation Opportunity Assessment on your own business
About 12 minutes of questions. Your report is ready the moment you finish. One-time $79.