Orders, requests and leads
- Do requests arrive in more than two places (WhatsApp, calls, email, forms)?
- Has an order or lead been missed in the last month?
- Do customers often ask for status updates?
- Does follow-up depend on one person remembering?
- Are new leads contacted within an hour?
Approvals and hand-offs
- Does work wait for one person to reply?
- Is there a record of who approved what?
- Are reminders sent manually?
- Do hand-offs between teams happen in chat?
- Could a new team member follow the process without asking?
Data and reporting
- Is the same data typed into more than one place?
- Do different sheets show different numbers?
- Does someone build a report by hand every week?
- Can you see today’s key numbers without asking anyone?
- Do decisions wait for data?
Tools and growth
- Do you pay for tools that do not talk to each other?
- Does your team keep spreadsheets beside your software?
- Would doubling your orders double your admin work?
- Do you own your data and can you export it?
- Is there one task everyone agrees is a waste of time?
How to read your answers
Count the questions where the answer points to manual work or risk. If one section has three or more, that is where to start. Most businesses get the biggest win from giving every request one place and one owner, then automating reminders and updates.