Strategic Automation Readiness Audit — Growth Operator Method

Getting started

About your business

Basic details so we can personalise the diagnosis for you.

Company name

Industry

Number of employees

Annual revenue (approx.)

Your name & role

Email address

This audit covers 6 diagnostic areas: Business Model Clarity, Operational Complexity, Data & Tools, Growth Readiness, Automation Readiness, and Leadership Capacity. At the end you will see a confirmation screen — your personalised diagnosis will follow shortly after.

Section A

Business model clarity

Understanding how the company makes money and whether growth is constrained by demand, delivery, or structure.

1.What is your primary revenue stream?

2.Approximately what % of revenue comes from your top 3 clients?

Less than 30% 30–60% More than 60% — concentration risk

3.What type of clients are most profitable?

4.What type of work drains time but adds low margin?

5.Can you explain your core differentiator in one sentence?

Yes — everyone in leadership describes it the same way Partially — it exists but is vague or generic No — different people describe it differently

Positioning clarity (1 = no clarity, 5 = crystal clear)

WeakStrong

Revenue quality (1 = high risk, 5 = diversified & healthy)

High riskHealthy

Section B

Operational complexity

Understanding whether the business runs on stable processes or daily improvisation.

1.Where do delays happen most often?

Client intake / onboarding Internal production / delivery Handoff between departments Approvals and decisions

2.How often do priorities change week to week?

Rarely — we follow a stable plan Sometimes — controlled exceptions Often — reactive, firefighting is normal

3.What creates the most rework?

4.What tasks are repeated manually every day or week?

5.What decisions rely on one person's memory?

Operational control (1 = chaotic, 5 = stable & documented)

ChaoticStable

Process repeatability (1 = custom every time, 5 = fully standardised)

Custom every timeFully standardised

Section C

Data, tools & tracking

Whether the business has enough visibility and data discipline to support automation.

1.What systems do you currently use?

2.Where is client and project information stored?

One centralised system — single source of truth A few systems, loosely connected Scattered — email, WhatsApp, spreadsheets, memory

3.What KPIs are actively tracked weekly?

4.How are reports currently produced?

Automated dashboards — live data Semi-manual — some templates, some copy-paste Fully manual — built by hand each time No regular reporting

Data visibility (1 = no visibility, 5 = clean & centralised)

No visibilityFull clarity

Section D

Growth & investment readiness

Determining urgency, appetite, and seriousness about change.

1.What is your top growth priority right now?

Increase revenue Reduce operational cost / improve efficiency Scale capacity without adding headcount Get more control and visibility over the business

2.What is blocking faster growth today?

3.Have you invested in automation or digital systems in the last 3 years?

Yes — and they are being used effectively Yes — but adoption was mixed or incomplete Yes — they were not adopted or abandoned No investment made

4.Is leadership aligned on growth priorities?

Fully aligned — same goals, same timeline Mostly aligned — minor differences Not aligned — competing priorities or unclear direction

Growth urgency (1 = no urgency, 5 = critical pressure to act)

No urgencyCritical

Section E

Automation readiness

Evaluating if automation will create real value now, or simply expose disorder faster.

1.What task or workflow would you automate first if you could?

2.How many hours per week are lost to repetitive admin?

Less than 5 hours 5–15 hours More than 15 hours Unknown — we haven't measured it

3.Which best describes your most repeated processes?

Mostly rule-based and repeatable — same steps every time Mixed — some standard, some requiring judgment Mostly custom — every case is different

4.What would a "win" from automation look like in 30 days?

Automation readiness (1 = not ready, 5 = clear use case, ready now)

Not readyReady now

Section F

Leadership & change capacity

Whether the client can actually implement what is recommended.

1.Who will own implementation internally?

2.How fast can decisions typically be made?

Fast — same day or within a day Usually within the week Slow — involves multiple stakeholders or long approval chains

3.Where is internal resistance most likely?

4.Is the company willing to standardise processes before automating?

Yes — leadership understands this is a prerequisite Possibly — open to it, but hasn't fully committed No — wants results without changing how they work

5.What would make this project feel successful to leadership?

Leadership alignment (1 = no sponsor, 5 = fully committed)

No sponsorFully committed

Change capacity (1 = high resistance, 5 = high tolerance)

High resistanceHigh tolerance

Automation Readiness Audit

Audit received.