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.*1-34-67+ 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 hoursI 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 workflowOnly one is automated into my workflow and I prefer it that wayMy 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 Last Email* PhoneThis field is for validation purposes and should be left unchanged.CAPTCHA