01
Leads wait for people
A new inquiry should not sit in an inbox until someone notices. Response, qualification, routing, and follow-up still often depend on a person being available.
Free 2-minute assessment
Automation Performance Check
Manual work still hiding in your automated business?
Get a clear picture of how much of your lead flow, sales process, and operations actually runs on its own, and where your team is still the system.
See where new leads still wait for someone to follow up
Spot CRM, calendar, finance, and marketing workflows that are not connected
Identify the automation gaps worth fixing first
Free check · 14 questions · instant score and labor leak report
See how the check works
14 questions · about 2 minutes · instant executive report
Verified marketplace track record
Built on real automation and integration work.
Upwork profile performance and delivery history. Read client reviews100%
Job Success
Top Rated Plus
Upwork Status
144
Total Jobs
3,722
Total Hours
Want the same clarity for your own setup?
Run the free 2-minute automation check and see where work still depends on people.
Where automation usually breaks
Your tools can be modern. Your workflow can still be manual.
Most automation gaps are not one big failure. They are the small handoffs your team repeats every day: follow-up, data entry, reminders, and status updates. Each one looks harmless until it stacks up, slows a lead, or leaves people copying the same information between tools. The check is built to surface those repeats so you can see which ones still need a person in the loop.
02
Systems do not talk
Your CRM, calendar, marketing, accounting, and project tools each hold a piece of the same customer journey. When they do not share data, your team becomes the integration.
03
Admin work piles up
Quotes, contracts, invoices, reminders, reports, and status updates pull people away from higher-value work, again and again.
What your score checks
Fourteen questions across the workflows that keep revenue moving.
This is not a software checklist. The assessment follows your lead and sales process from first contact through follow-up, booking, payment, system handoffs, and reporting.
01
Lead response & routing
How quickly new leads hear back and whether they are sent to the right person or team without manual assignment.
02
AI calling & scheduling
AI reception for inbound calls, appointment booking, and outbound voice follow-up for leads that have not booked yet.
03
Follow-up & segmentation
Ongoing text and email follow-up, plus automatically moving leads into the right nurture path based on interest or behavior.
04
Booking & sales documents
Self-service calendar booking, quote or estimate generation, and contracts prepared and sent for digital signature.
05
Billing & payments
Invoice creation, payment tracking, and overdue reminders handled without relying on someone to follow up manually.
06
Systems & reporting
Real-time data sync between your CRM, calendar, email, accounting tools, plus automated reports and team alerts.
See where your workflow is already automated and where it is leaking time.
Your score only includes the areas that apply to your business.
How it works
Two minutes. One clear picture of your automation setup.
You do not need a brief, a tech-stack diagram, or anyone from IT. Answer based on how work happens today.
01
Choose your current CRM
Tell us which CRM or core business system your team currently works from. This does not change your score.
02
Answer 14 workflow questions
Pick Yes, No, or Not Needed based on what actually happens in your business today, not what the software is capable of.
03
Get your instant score
See your automation level, a count of gaps, and the areas we would look at first.
No download. Your result appears instantly.
Questions people ask before they start
Straight answers about the assessment itself, not a sales pitch.
How long does the assessment take?
About two minutes. There are 14 workflow questions plus a quick note on the CRM or system you use today.
Do I need technical knowledge?
No. Choose Yes, No, or Not Needed based on what actually happens in your business. You do not need to know how the systems were built.
How is the automation score calculated?
Your score is based only on the areas that apply. Anything marked Not Needed is left out, so the result stays relevant to your operation.
What do I get when I finish?
An instant automation score, a count of gaps, and the areas we would look at first. You can then book a free automation audit if you want us to map the highest-impact fixes.
Client feedback
What clients say after the work is done.
Selected feedback from client projects across automation, integrations, and custom workflow work.
★★★★★
"They don't talk. They deliver."
Founder, US-based software company
★★★★★
"Two weeks of back-and-forth became an automatic email."
Operations Director, Professional Services
★★★★★
"Fast and effective. People who know what they're doing."
Sarah A., Business Owner
★★★★★
"Amazing work and easy to work with. The team always goes above and beyond to support!"
Chris Caruana
★★★★★
"Great work, great communication, and always willing to step outside the box to solve problems!"
InFocus
★★★★★
"Excellent to work with and very proactive with recommendation and overcoming potential challenges."
John Kramer
★★★★★
"Amazing work and easy to work with. The team always goes above and beyond to support!"
Chris Caruana
★★★★★
"They don't talk. They deliver."
Founder, US-based software company
★★★★★
"Fast and effective. People who know what they're doing."
Sarah A., Business Owner
★★★★★
"Two weeks of back-and-forth became an automatic email."
Operations Director, Professional Services
Ready to see where your own workflow can improve?
Take the same quick assessment before you book an audit.
Selected client reviews from completed projects
Find the gaps before they cost more time
How much of your business is actually running on autopilot?
Take the free assessment and get a practical snapshot of where your workflows are strong, and where manual work is still hiding.
14 workflow questions
About 2 minutes
Instant score
Then book a free automation audit if you want us to map what to fix first.