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 7+ 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 Name* First Email* NameThis field is for validation purposes and should be left unchanged.CAPTCHA