AutoPilot Automation — Free Business Automation Assessment

Step 1 of 5

About Your Business

Tell us a little about what you do so we can tailor our recommendations.

Business Name

What industry are you in?

Please specify

How many employees do you have?

Just Me

Solo operator

2 – 5

Small team

6 – 20

Growing business

21+

Established company

Step 2 of 5

Where Are You Losing Time?

Select all the tasks that eat up your time.

Answering phone calls / responding to inquiries

Following up with leads or customers

Scheduling appointments or jobs

Creating quotes, estimates, or invoices

Data entry / updating spreadsheets or CRM

Social media / marketing / review management

Managing emails and messages

Customer onboarding / intake paperwork

Step 3 of 5

How Much Is It Costing You?

Help us understand the impact so we can show you the ROI.

Hours per week on repetitive admin tasks?

10 hrs/week

1 hour40+ hours

How many inbound leads per week?

15 leads/week

1100+

What percentage of inquiries go unanswered?

30%

0%80%+

Average job or transaction value?

Step 4 of 5

Your Current Setup

What tools do you currently use?

Select all that apply:

Pen & paper / whiteboard

Spreadsheets (Excel, Google Sheets)

CRM (HubSpot, Salesforce, Jobber, etc.)

Email marketing (Mailchimp, Constant Contact)

Accounting (QuickBooks, FreshBooks)

Social media tools

Industry-specific software

Not much — mostly phone and email

If you could automate ONE thing, what would it be?

Step 5 of 5

Get Your Free Assessment

We'll send you a custom automation roadmap within 24 hours.

Your Name *

Phone Number *

Email

How should we reach out?

Please fill in your name and phone number.

✓

Assessment Received!

Thank you! We're reviewing your answers and will send your custom automation roadmap within 24 hours.

AutoPilot Automation
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