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Free checklist

Started building with AI? Check what needs fixing before launch.

Use this checklist to review whether your website, workflow, CRM, form, or automation is clear, connected, and ready for real customers.

How to score it

Score each area from 0 to 2. Choose the score that best describes your current build.

0

Looks good

1

Needs a check

2

Needs fixing before launch

Check 1

Offer clarity

Can a visitor understand what you do, who it is for, and what to do next within a few seconds?

AI can produce a lot of words, but the offer still needs to feel clear to a real customer.

Check 2

Human copy

Does the copy sound like your business, or does it feel generic, over-polished, or obviously AI-written?

The strongest copy sounds clear, useful, and trustworthy. It should not feel like a template.

Check 3

Mobile experience

Does the website or tool work properly on mobile and tablet, not just your laptop?

Many Australian customers will check you from their phone before they ever contact you.

Check 4

Buttons and links

Do all buttons, links, menus, and calls to action go where they are meant to go?

A broken button can quietly cost trust and enquiries.

Check 5

Contact form or enquiry flow

When someone submits an enquiry, do you actually receive it and know what to do next?

A form is not useful unless the lead reaches the right place and triggers the right next step.

Check 6

Lead capture

Is each enquiry saved somewhere useful, or does it only arrive as one email in your inbox?

If leads are not captured clearly, follow-up becomes harder as the business gets busier.

Check 7

Follow-up process

Is there a reminder, task, or simple system for following up after the first enquiry?

The first reply is only one part of the client journey. The next step matters.

Check 8

Workflow logic

Do you understand what the website, automation, CRM, or tool is doing behind the scenes?

If you cannot explain the process, it may be hard to maintain or fix later.

Check 9

Risk and mistakes

Could the setup duplicate records, miss a lead, send the wrong message, or break without you noticing?

Simple systems should include sensible checks, not just clever shortcuts.

Check 10

Handover and maintenance

Do you know how to update, maintain, or hand over the setup after launch?

A build is not finished if you cannot confidently manage it after it goes live.

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 build →

What your score means

The goal is not perfection. The goal is knowing what needs attention before launch.

0-5

Light polishing may be enough

Your build may only need a small review, clearer copy, or a few final checks before launch.

6-12

You likely need a clean-up session

The idea may be sound, but parts of the structure, flow, forms, or follow-up may need practical fixing.

13-20

A proper rescue review is recommended

Your build may need a closer look before launch so it does not create confusion, missed leads, or extra admin.