New requests arrive messy.
0 = clean form. 1 = occasional back-and-forth. 2 = frequent missing info. 3 = work cannot start until someone chases details.
Free diagnostic · revenue leak scorecard
Find the leak before buying another AI tool.
This scorecard helps a small business identify whether manual intake, slow follow-up, open quotes, unpaid invoices, reporting gaps, or founder bottlenecks are costing enough to justify the $499 AI Business Automation Audit.
Score each leak 0–3
Interested people wait too long.
0 = same-day response. 1 = sometimes slow. 2 = leads sit 24–48 hours. 3 = nobody owns the next action.
Open quotes go cold.
0 = every quote has a follow-up date. 1 = manual reminders. 2 = quotes age quietly. 3 = lost deals are discovered after the fact.
Finished work is not collected cash.
0 = clean AR queue. 1 = reminders are manual. 2 = overdue invoices need owner memory. 3 = no daily recovery process exists.
The owner lacks a daily truth dashboard.
0 = key numbers visible. 1 = weekly manual check. 2 = data is scattered. 3 = decisions wait until someone exports spreadsheets.
Only one person can move work forward.
0 = team can execute. 1 = occasional approvals. 2 = owner reviews most work. 3 = everything waits for the founder.
If any category scores 3, or the total is 9+, there is probably enough operational drag to map a first automation.
How to use the result
Send the highest-scoring leak, the rough monthly value at risk, and the tools involved. If it looks audit-worthy, I’ll route you to the $499 audit. If not, I’ll point you to the simpler fix or the $27 Operator Quickstart.
Want a second set of eyes?
Send the highest-scoring leak. I’ll tell you whether this should become an automation, a delegation/SOP fix, or something to ignore for now.
Send Me Your Score