A simple checklist to identify repetitive tasks, lead handling gaps, reporting needs, reminders, approvals, and safe automation opportunities.
Use this checklist before investing in software, a website, ecommerce, automation, or digital marketing. It helps you prepare the right information before speaking with a developer or consultant.
Checklist items
- List repetitive messages, reports, reminders, data entry, and follow-up tasks
- Separate tasks that can be automated from tasks needing human approval
- Start small, test safely, and improve the workflow after user feedback
Need help applying this checklist? Contact NexZion Solutions for a practical consultation.