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Business Automation Self-Assessment
Are you and your team members wasting valuable time on tasks that could be automated?
Yes
No
I’m not sure
Are your clients/customers integrated into one platform like a Customer Relationship Management software (CRM)?
Yes, all of them are integrated
Yes, some are integrated
No, I like to keep my client/customer information separated into different programs
I’m not sure
What CRM platform do you use?
Salesforce
Zoho
Hubspot
Other
I don’t use a CRM
I’m not sure
Next
Does your CRM allow you to download apps that extend its functionality?
Yes, I have access to more apps than I could possible use
Yes, I have access to a few apps
No, my CRM is static
I don’t use a CRM
I’m not sure
What is your current CRM lacking?
Contact Management
Customer Engagement Tools
Workflow Creation
Task Management
Opportunity Tracking
Collaboration Tools
Analytics
Intuitive, Mobile-Ready Dashboard
Other
Nothing
Do you know how to set up an auto-triggered email?
Yes
No
I'm not sure
Next
Have you set up your lead forms to trigger responses from appropriate team members on your CRM?
Yes
No, but I’ve meaning to
No, I don’t know how to do that
I’m not sure
Does your CRM automatically let you know if you are on track to meeting your monthly sales goal?
Yes, I’m alerted regardless of whether I’m on track or not
Yes, but I only get alerted if I’m off track
No
I’m not sure
Does your CRM automatically report both closed revenue and open pipelines?
Yes, both
Just closed revenue
Just open pipelines
No, it reports neither
I’m not sure
Next
Do you have any email automation set up to improve communication with your clients?
Yes, I have extensive email automation set up to ensure the best communication
Yes, I have some email automation set up, but only for a few situations
No, I don’t use email automation at all
Is your email integrated with your CRM?
Yes
No
I’m not sure
Are you automatically prompted to work on tasks based on your client/customers’ actions?
Yes, no matter what their actions are, my tasks are triggered
Yes, but only for certain actions
No
I’m not sure
Next
Does your CRM prioritize leads based on the likelihood of closing?
Yes, they are precisely ranked
Yes, but only into broad categories
No, all my leads are ranked equally
I’m not sure
Do you currently track the activity of your employees (ie. tracking calls, emails, etc)?
Yes, all actions are tracked
Yes, some actions are tracked
I don’t track any of my employees’ activities
I’m not sure
Is your CRM integrated with your accounting software?
Yes, all actions are tracked
Yes, some actions are tracked
I don’t track any of my employees’ activities
I’m not sure
Are your marketing campaigns integrated into your CRM so you can track what campaigns are working?
Yes, all of my campaigns are integrated and tracked carefully
Yes, some of my campaigns are tracked but not all
Yes, my campaigns are tracked but the metrics are limited
No
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