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Automation scorecard

Where should your first workflow begin?

Answer from the way your team works today. Compare manual load and data readiness across seven functions, then choose one process to investigate.

Start the scorecard
21
focused questions
7
operating functions
Browser-only
nothing is submitted
A controlled operations workflow being reviewed at a desk.
Interactive assessment

Build a ranked operational shortlist.

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Section 1 of 70% complete

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Revenue operations

Enquiry response, qualification, follow-up, CRM hygiene

How long does a new enquiry typically wait before a human speaks to it?
How much of your sales team's week goes on chasing rather than selling?
Where do enquiries and their outcomes actually live?
Use the shortlist

Validate the workflow behind the score.

Bring the top-ranked function to a 45-minute working session. We map the current steps, identify the human decision points and set out what would need to be observed before any build decision.

You receive the workflow map and a recommended next step, whether or not we work together.

An operations lead reviewing a flagged exception in a workflow map.