Six quick questions about how work flows through your business. You get an honest read on where automation would pay off first — not a sales pitch, a diagnosis.
01 How do requests and orders reach you?Over many ways: phone, email, form, portal, WhatsApp Over two or three fixed ways Bundled into one system
02 What happens right after a request comes in?Someone reviews, sorts and routes it by hand Partly automatic, partly by hand Captured and routed automatically
03 How do you keep track of open cases and follow-up?In our heads, by word of mouth, on notes In lists or Excel In a system, with automatic reminders
04 How are recurring documents (quotes, invoices, proofs) created?By hand, often retyped From templates, assembled manually Largely automatically
05 How often do you hear “where does this stand?” from customers or internally?Constantly, it costs time every day Now and then Rarely, the status is visible
06 And the documents side — how much retyping happens?A lot, the same data is entered several times Some Almost none
07 How big is your team?1–5 6–20 21–80 80+