Free Checklist - Process & Automation Consulting
Is Your Business Losing 10+ Hours
A Week to Admin Work?
Most of it shouldn't exist in the first place. This checklist shows you what to cut, what to fix, and what's actually ready to automate.
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What's inside the Free Checklist?
The 7 warning signs
Where your team is losing time and what it's costing you per week in real hours
What's ready to fix now
Which processes can be systematized or automated immediately and which need groundwork first
Where AI and automation helps and where it doesn't
An honest breakdown of which fixes need AI and automation and which are simpler than you think
How many of the 7 signs apply to your business?
1-2
You have a clear starting point.
The gaps are specific and contained. Pick the one that costs the most time right now, fix it properly, and then move to the next. You don't need an overhaul, you need focus.
3-5
Your team is losing real hours every week.
The problems are connected; fixing one without the others won't hold. Don't add any new tools or automation yet. Map what's actually happening first, then decide what to fix and in what order.
6-7
Admin is running the business, not the other way around.
The time loss is significant and spread across the whole operation. Adding AI or automation now would make the broken parts run faster โ not fix them. Start by writing down what's actually happening, step by step.
"Automating a broken process doesn't save time. It just makes the broken parts run faster and cost more."
Bianca Dorfstaetter - Founder sopraclara
I spent 15 years watching ERP projects fail. Not because of the software, but because of what was broken underneath it. The same thing is happening with AI right now. I built this checklist because I kept seeing the same patterns. Maybe you'll recognize yours.
You already know the problem exists. This is where you find out how deep it goes.
Free. Takes 5 minutes to read. Saves you months of trial and error plus the cost of tools that never get adopted.
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