Instructions: Rate each task from 1-5 based on how often your team does it manually:
1 = Never | 2 = Rarely |
3 = Sometimes | 4 = Often |
5 = Always
0 of 20 questions completed (0%)
Section 1: Data Processing & Management
How often does your team manually:
Section 1 Score: 0/25
Section 2: Customer Communication
How often does your team manually:
Section 2 Score: 0/25
Section 3: Administrative Tasks
How often does your team manually:
Section 3 Score: 0/25
Section 4: Monitoring & Analysis
How often does your team manually:
Section 4 Score: 0/25
Calculate My Automation Score
Your Automation Readiness Score
Total Score: 0/100
Immediate Action Plan
Week 1-2: Quick Assessment
✓ Complete this automation assessment
□ Identify the top 3 most time-consuming manual tasks
□ Calculate current time spent on these tasks (hours per week)
□ Research available automation tools for your industry
Week 3-4: Pilot Testing
□ Choose ONE simple automation to test (start small)
□ Set up basic automation using existing tools
□ Measure time savings and error reduction
Month 2: Scale and Optimize
□ Expand successful automation to other areas
□ Train team on new automated processes
□ Document ROI and plan next automation phase