FREE CHECKLIST
25-Point Automation Checklist
A practical self-assessment of the customer journey, from the first enquiry through booking, appointments, reviews and repeat visits. Check what is already handled consistently, then use your results to see where manual work may still be sitting in the business.
Get the full 25-point checklist
Enter your details to unlock the full checklist. Your selected answers will also be saved so we can understand which areas may need attention if you choose to speak with us later.
A. Lead Capture & Follow-Up
B. Booking & Appointments
C. No Shows & Missed Opportunities
D. Reviews & Customer Experience
E. Rebooking & Retention
When you finish checking the points, save your results. Your answers will be stored with your resource lead so future follow-up can be relevant to the gaps you identified.
You found the gaps. Now see what can be automated.
Explore how the individual areas work, what they can change in a customer journey and where they may reduce repetitive manual work.