Free Automation PDF
Small Business Automation Audit Sheet
Spot the manual tasks that slow your sales, support, billing, and follow-up. This audit sheet helps you find high-friction work, score what should be automated first, and turn scattered tasks into a simple operating flow.
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What you get
- Task-by-task audit sheet for manual work across lead reply, onboarding, billing, and support
- Priority score to choose which automation saves time first
- Tool mapping ideas for WhatsApp, forms, email, invoices, reminders, and team handoff
- A 7-day rollout worksheet to turn one messy process into a repeatable system