UK SME Automation Audit | UsmannAutomates

Section 1 of 5

Your Business

Tell us a bit about what you do and where you are.

01What type of business do you run?

Pick the closest match

02How many people work in your business?

Including yourself, full and part-time

03What is your approximate annual revenue?

A rough estimate is fine

Section 2 of 5

Your Current Tools

What software and systems are you currently using?

04How do you manage your customer or client records?

Where does information about your clients actually live?

05How do you handle invoicing and getting paid?

From raising an invoice to money in the bank

06How do you manage projects and day-to-day tasks?

How does work get assigned, tracked, and completed?

Section 3 of 5

Your Manual Work

Where is time being spent on repetitive or manual tasks?

07How many hours per week do you spend on admin tasks?

Emails, data entry, scheduling, reporting — anything that isn't the actual work

08Which of these tasks take up the most of your time?

Select all that apply

Answering and writing emails Invoicing and chasing payments Booking meetings and scheduling Creating reports and updating spreadsheets Data entry and copying information between systems Following up with clients or leads Social media and content posting Client or customer onboarding

09Do you have written processes for how your business operates?

SOPs, checklists, or documented workflows

Section 4 of 5

Communication and Follow-Up

How do you communicate with clients and leads?

10How do you follow up with new enquiries or leads?

After someone contacts you or shows interest

11How do you send proposals or quotes to potential clients?

The process from request to sending

12How do you onboard a new client once they have said yes?

The steps between winning work and starting delivery

Section 5 of 5

Data and Technology

How you track performance and how open you are to new tools.

13How do you track how your business is performing?

Revenue, profit, pipeline, key metrics

14Do you know which clients or services are most profitable?

Not just which make the most revenue — which make the most profit

15How comfortable are you with learning new software tools?

Be honest — there are no wrong answers

Free — no email required

Your Results

Your Automation Score

Based on your 15 answers, here is where your business stands.

Automation Readiness Score

Calculating...

Your top 3 quick wins

Want your full personalised report?

Your free score shows where you stand. The full report tells you exactly what to do about it — specific tools, step-by-step actions, and a realistic implementation roadmap built around your business.

Full analysis of every automation opportunity in your answers

Specific UK-relevant tool recommendations with GBP pricing

Estimated hours saved per week for each recommendation

A prioritised 90-day implementation roadmap

GDPR and UK compliance notes for any tools recommended

£39

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How much time is your business wasting on manual work?