Free Business Automation Checklist
Twenty places a growing business drops a customer.
The missed call. The estimate nobody chased. The customer who never heard from you again. Work through the list and you'll know where you're leaking — before anyone tries to sell you anything.
Twenty moments, ranked by what they're likely costing you. Not a list of chores a machine could do — a list of the places your customer experience quietly breaks.
Most automation checklists are lists of chores
They tell you what a machine could do instead of a person. This one starts from the other side: where does someone waiting on you notice that you dropped them?
Sorted by what it costs you
The missed call costs more than the spreadsheet. Every item is ranked by revenue impact rather than by how easy it is to fix.
Written from the customer's side
Each one is a moment where somebody noticed you'd gone quiet. That's a very different list from the one you'd write looking at your own calendar.
No tool recommendations
It's about the process, not the software, so it works whatever stack you're on. Nothing in it requires hiring us.
Where should we send it?
Fill in the form and it lands in your inbox. No call, no sequence you can't get out of.
FAQs
Straight answers before you hand over your email.
Yes. No payment and no card. It's useful on its own — you can work through the whole thing and never speak to us.
An email with a download link, straight after you submit the form. Check your spam folder if it hasn't arrived within a few minutes.
No. Occasional, useful things about automation and customer retention. One click to unsubscribe, and we don't sell your details on.
Twenty specific moments where businesses drop customers — across lead response, quoting, onboarding, delivery, invoicing, and post-sale follow-up. Each one ranked by what it's likely costing you.
Owners and operations leads of businesses past about ten people. Under that you can usually still hold the whole thing in your head, and you'll get less out of it.