Check 1
New enquiry follow-up
Do new enquiries sit in your inbox, DMs, forms, or voicemail before you reply?
This is often the first place a business quietly loses leads.
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Free checklist
Small business admin time leak checklist
A practical self-check for Australian small business owners who are tired of chasing follow-ups, copying details between tools, and keeping too many next steps in their head.
Before you start
Score each area from 0 to 2. Be honest. The goal is not to make your business look perfect. The goal is to find the first process that would feel lighter with the right support.
0
Not a problem
1
Sometimes a problem
2
Regularly causes stress, delay, or wasted time
Check 2
Client information
Are client details spread across emails, notes, spreadsheets, forms, or different apps?
If you need to search three places to understand one client, the system is carrying too much friction.
Check 3
CRM or spreadsheet updates
Do you manually copy details from one place to another?
Copy-paste admin looks small, but repeated every week it becomes expensive.
Check 4
Client onboarding
Does every new client require repeated emails, forms, reminders, or setup steps?
A simple onboarding flow can make the client experience feel calmer and more professional.
Check 5
Follow-up reminders
Do follow-ups rely on memory, calendar notes, sticky notes, or checking old messages?
If the business depends on you remembering everything, it is harder to step away or grow.
Check 6
Repeated emails
Do you write the same types of replies, updates, confirmations, or next-step emails again and again?
Templates and simple workflows can reduce repeat writing without making the business feel robotic.
Check 7
Quotes, invoices, or payment follow-up
Do quote or invoice follow-ups get delayed because you are busy with delivery?
Follow-up gaps can affect cash flow, confidence, and customer experience.
Check 8
Reporting and visibility
Do you have to dig through emails, spreadsheets, or apps to understand what is happening?
The right system should help you see what needs attention without hunting for it.
Check 9
Tasks sitting in your head
Would your business slow down if you were unavailable for a few days?
This is a sign that the process may need to be documented, simplified, or automated.
Check 10
Half-finished tools or systems
Have you started a website, CRM, automation, or workflow and left it unfinished because it became too confusing?
You may not need to start again. You may need a practical clean-up and next-step review.
Your live score
0 / 20
Start selecting your scores above.
Choose 0, 1, or 2 for each question and your result will update automatically.
Talk through my first fix →What your score means
The number is not the point. The pattern is.
Look for the area that is repeated, easy to forget, and linked to leads, clients, cash flow, or customer experience. That is often the best first fix.
0-5
One small fix may be enough
You may not need a full system. A focused improvement could remove friction from one part of the business.
6-12
You likely have a workflow gap
Your tools may be working individually, but the handovers between them are costing time.
13-20
Your systems may be slowing growth
The business may be relying too heavily on you to remember, chase, copy, update, and check everything.
Ready to choose the first fix?
You do not need to fix everything at once.
Bring one process that feels too manual, messy, or easy to forget. We’ll help you understand what can be simplified first.
Book a free 30-minute call →