Free · 5 minutes
Busywork Scorecard
Answer five questions. Get a plain-English read on where manual work is hiding — and whether a discovery audit is worth it.
0 of 5 answered
Data entry
Does someone regularly retype the same info from one system into another (orders, contacts, line items)?
Documents
Are quotes, invoices, or contracts still built by hand, copying details from somewhere else?
Reporting
Does a weekly or monthly report mean pulling numbers from 2–3 tools and pasting them together?
Onboarding
Do new clients, vendors, or staff go through the same setup checklist manually every time?
Follow-up
Do leads, requests, or renewals sit in an inbox until someone has a free hour?