The 1 Page Systems Audit
Which of your processes still run by hand?
12 questions. 10 minutes. Tick what is true. Every tick is a process that costs your team hours every month. Be honest, nobody sees this but you.
0-4 ticksLean. Automate the worst one and move on.
5-8 ticksLeaking. One workflow fix pays back in weeks.
9-12 ticksDuct tape. The business runs on memory. Risky at scale.
1Leads still arrive by WhatsApp screenshot or email copy-pasteSomeone re-types them into a sheet or CRM.
Typical cost: 4-8 hrs/month + lost leads
2Quotations are rebuilt from an old file each timeFind last quote, edit price, pray nothing is stale.
Typical cost: 30-60 min per quote
3Invoices are chased by handSomebody remembers (or forgets) who has not paid.
Typical cost: 6-12 hrs/month + late cash
4Month-end reporting means opening 5+ spreadsheetsNumbers assembled by hand, checked by eyeball.
Typical cost: 1-2 full days/month
5The same status-update message is typed to different customers dailyWIP updates, delivery dates, order status.
Typical cost: 3-6 hrs/week
6Only one person knows how a key process worksIf they quit or rest, the process stops.
Typical cost: a bus-factor of 1
7Data lives in personal inboxes or phones, not a shared systemThe company's memory is scattered.
Typical cost: hours lost searching
8Stock, orders or jobs are tracked on whiteboards or notebooksNobody trusts the numbers until triple-checked.
Typical cost: errors + recount time
9New staff need weeks to learn where everything isNo checklist, shadowing and hope.
Typical cost: 2-4 weeks to first output
10Follow-ups depend on someone rememberingQuotations, renewals, collections, callbacks.
Typical cost: dropped deals, silently
11The same report is made twice because two teams keep separate recordsSales says one number, finance says another.
Typical cost: meetings about whose number is right
12You, the owner, are the bottleneck for routine approvalsPOs, discounts, refunds all wait for you.
Typical cost: everything waits on you
Your score
Count your ticks. Then ask the only question that matters: what would it be worth to switch off the three worst ones?
Want the fix list, not just the score?
Send us your three worst ticks. We reply with what automating them looks like, what it saves, and what it costs. No pitch, no deck.
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