How Effective is Your Workflow?

Is your workflow effective? Take this quiz to get the answer.

Step 1 of 8

12%

How many workflows do you have? This includes lead generators, scheduling prospective clients, and onboarding new clients.*

1-3

4-6

Focusing on Scheduling, how much of the process is manual?*

My entire process is automated.

They are able to book the appointment but I have to setup the link and send the details.

I receive the request and coordinate the meeting via email

Focusing on New Client Onboarding, how much of the process is manual?*

The entire process is automated.

I have automated as much as I can but prefer some steps to stay manual.

All of it! I do every piece manually.

How long does it take you to make contact with a potential lead?*

An automated message is sent as soon as I receive an inquiry.

Always within 24 hours

I get to them as soon as I can but times vary and may be longer than 24 hours

Are contracts and payments automated into your workflow or do they require manual steps?*

Yes, my contract and/or payments are automated into my workflow

Only one is automated into my workflow and I prefer it that way

My contracts and/or payments are manual steps but don’t need to be.

How long does it take you to onboard a new client?*

Their onboarding is automated so right away.

Their onboarding is manual but done within 1-2 hours of sign-up.

Their onboard is manual and completed as I have time.

From showing interest/scheduling a call to paying for service, how many manual steps are involved in onboarding a new client?*

None – the entire process is automated.

More than one step but no more than three.

Every step is manual

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