Resource
✅ Business Automation Checklist (Method)
A quick method to spot the best automation wins before you touch tools.
Use it now
Use this 10-minute method to pick automations that actually matter. Don’t start with tools. Start with the time leak.
10-minute audit (copy/paste)
- List tasks you repeat weekly (sales, admin, ops).
- Mark what happens “after a trigger” (new lead, payment, booking).
- Score each task: time spent/week + revenue impact.
- Pick ONE workflow to automate first.
Rule
If you can’t describe it as “Trigger → Output” in one sentence, it’s too complex for stage one.