Digital Marketing AI Automation eCommerce About Blog Free Strategy Call →
Home› Tools› Business Automation Audit
⚡ Free Automation Tool

Business Automation Audit

Answer 20 questions about your current workflows to discover your automation readiness score, identify your highest-ROI automation opportunities, and get a prioritised action plan.

20Questions
5 minTo complete
40hrs+Avg savings found
100%Free forever
Section 1 of 5
0%
🏢
Section 1 of 5
About Your Business

Let's start with some basics so we can calculate your specific time and revenue savings accurately.

How many people are in your team (including yourself)?
What best describes your business type?
Approximately how many new leads or customers do you get per month?
How many hours per week does your team spend on repetitive manual tasks (data entry, copy-paste, follow-up emails, scheduling, reporting)?
Be honest — most businesses underestimate this by 2×
📩
Section 2 of 5
Lead Capture & Follow-Up

How quickly and consistently you follow up with new leads is the single biggest revenue lever most businesses leave untouched.

When a new lead fills out a form or contacts you, how quickly do they typically receive a response?
Do you have an automated follow-up sequence (email, SMS, or both) that triggers immediately when a new lead comes in?
When a lead comes in outside of business hours (evenings, weekends), what happens?
How do leads currently book appointments or schedule calls with you?
💰
Section 3 of 5
Sales Pipeline & CRM

How you track, manage, and move leads through your sales process determines how much revenue slips through the cracks.

How do you currently manage your sales pipeline and track leads?
When a deal is marked "Won" in your system, what happens automatically?
How do you handle invoicing, contracts, and payment collection?
Do you have an automated review or feedback request sent after delivery?
📦
Section 4 of 5
Internal Operations & Reporting

Internal workflows that run manually are invisible costs — they slow your team down and create errors that cost time and money to fix.

How is data shared between the different tools you use (CRM, email, accounting, project management)?
How do you produce your weekly or monthly performance reports?
When a new team member is hired or a client is onboarded, what happens?
Do you have automated alerts for critical business events (new order, payment failed, low stock, negative review)?
📱
Section 5 of 5
Marketing Automation

How much of your marketing runs on autopilot determines how efficiently you can scale without adding headcount.

Do you have email nurture sequences that automatically send based on subscriber behaviour (opened email, visited page, added to cart, etc.)?
How is your social media content published?
Do you have an AI chatbot handling website visitor questions, lead qualification, or appointment booking?
How confident are you in your current automation setup overall?
0 / 100
Calculating…
—Hours/week wasted on manual tasks
—High-impact automation opportunities
—Estimated hours saved per month
—Annual value of time saved

Your Top Automation Opportunities

Ranked by ROI impact — highest revenue and time savings first

Estimated Annual Automation ROI
$0
in time savings (valued at $50/hr) + revenue recovered from faster lead response
—Hours saved/month
—Additional leads captured/yr
$2k–$8kEstimated setup cost
Your 90-Day Automation Action Plan
Prioritised based on your audit answers — start with the highest-ROI workflows
Ready to Implement Your Automation Plan?
Mezvic's AI automation team will build every workflow identified in this audit — from your CRM setup and lead follow-up sequences to AI chatbots and reporting dashboards. Most clients save 40+ hours per month within the first 4 weeks.
Book My Free Automation Call →
More Free Tools

Mezvic Toolkit

⚡

Automation Audit

Discover automation opportunities
✉️

Email ROI Calculator

Calculate email automation ROI
📈

SEO ROI Calculator

Calculate your SEO ROI
💰

Profit Margin Calc

True net margin by platform