1. How much repetitive, manual work happens in your business on a daily basis? *

Very little. Most work is already structured or automated.

Some. Certain tasks repeat, but they don’t dominate the day.

A lot. Several core tasks are repetitive and manual.

A significant amount. Manual work consumes a large part of daily operations.

2. How well are your core business processes defined and documented? *

Very well. Processes are clearly defined and consistently followed.

Mostly. Key processes exist, but documentation is incomplete.

Partially. Processes are informal and vary by person or team.

Poorly. Most processes live in people’s heads.

3. Where does most of your operational data currently live? *

In integrated systems (ERP, CRM, or well-connected tools).

In a few main tools, with some manual transfers between them.

Across many disconnected tools and spreadsheets.

Mostly in emails, documents, or people’s inboxes.

4. How much time does your team spend handling customer communication? *

Minimal. Communication is efficient and well-structured.

Moderate. It’s manageable but takes daily attention.

Significant. A large part of the day goes into emails, calls, or messages.

Overwhelming. Communication regularly disrupts core work.

5. What most often slows down decisions in your business? *

Decisions are fast and based on clear data.

Some decisions take time, but delays are acceptable.

Decisions are often delayed due to missing or unclear information.

Decisions regularly get stuck between people, data, or priorities.

6. Who currently owns process improvement or automation initiatives in your company? *

A clear owner or team actively drives improvements.

Ownership exists, but it’s not a top priority.

Responsibility is unclear or spread across roles.

No one clearly owns this area today.

7. How does your organization generally respond to process or technology changes? *

Changes are welcomed and adopted quickly.

Changes are accepted after some adjustment.

Changes often face resistance and slow adoption.

Changes are usually avoided unless absolutely necessary.

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