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Don't automate this

Find the one thing worth automating first, and what to leave alone.

Only answer the questions you think apply.

Could you take on more customers with the staff you have now? Yes No

Where do most of your new customers come from? What happens after someone first reaches out?

How fast do they hear back? 1 minute or less Over 1 minute, up to an hour A few hours The next day or later

If you got 5 hours back next week, what would you do with them? What did you try to automate that didn't stick, and why not? (optional) Which part of your job do you dread, or put off? What processes require you to copy information from one place to another? What repetitive decisions do you make that aren't written down anywhere? What eats a lot of your time, but nobody else can do it as well as you? Which software tool would hurt the most if it went down for a day?

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