Free Scorecard
Is your firm running lean —
or quietly leaking money?
Answer 10 yes/no questions. Takes 60 seconds.
Get an instant read on where your biggest operational gaps are.
1New client onboarding takes more than one day to complete and involves manual steps from our team
2Client follow-ups depend on someone remembering to send them — there is no automatic reminder system
3Unpaid invoices require our team to manually chase clients for payment
4Leadership cannot see in real time which tasks are delayed, urgent, or falling through the cracks
5Enquiries or leads sometimes go unanswered for more than 2 hours, especially after hours or on weekends
6Client documents and communications are scattered across WhatsApp, email, and shared drives
7Team members spend time on data entry, formatting, or admin work that feels repetitive
8There is no single dashboard or system where we can see the status of every active client or deal
9In the last 6 months, a lead or client relationship was lost or damaged because of slow response or missed follow-up
10The business cannot realistically scale without hiring more people to handle the additional work
0 / 10EFFICIENTgaps identified
Your firm is running lean.
You have strong systems in place. A quick conversation with our team could identify the remaining gaps and show you where automation could add margin without disruption.
Go Deeper
Get your personalised automation roadmap
The scorecard shows you where the gaps are. The full audit tells you exactly what to fix first and what it’s worth to your business.
Ready to Talk
Book a free 30-minute strategy call.
We’ll look at your scorecard, map your specific gaps, and tell you honestly whether automation moves your numbers. If it won’t, we’ll tell you that too.