Free Workflow Check

Find out where your business is quietly losing time.

A short, practical check-up on how leads, follow-up, quoting and admin actually move through your business today — with a personal report on where the gaps are.

Takes about 4 minutes · No signup required
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Enquiries & Leads

How new business reaches you and what happens next.

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Follow-Up & Quoting

Response speed, proposals, and what falls through.

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Projects & Admin

Task tracking, updates, invoicing.

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Tools You Use

What's in place, and where it's stretched thin.

What you'll get

A clear, personal snapshot — not a generic checklist.

Answer a short set of questions about how your business runs today. You'll receive a short report showing your main workflow gaps, what they're likely costing you, and where to focus first.

  • Written specifically from your answers
  • A simple workflow health score
  • A visual map of your current process
  • No obligation, no hard sell
Preview

Your Workflow Report

Workflow health scoreIncluded
Gaps identifiedIncluded
Highest-risk areaIncluded
Process mapIncluded

Start with clarity, not a sales call.

Step 1 of 3
About your business

Let's start with the basics.

Nothing here takes long — four quick fields.
Solo
2–5
6–15
16+
Sample report — for illustration only
SHERYL AUTOMATES
Free Workflow Report
Prepared for Marlow Interiors
IndustryInterior Design
Team sizeSolo, occasional contractors
PreparedSample date
65
Workflow Health Score

Fair — with a few gaps costing real time

Intake and quoting are working, but follow-up and project handoffs rely heavily on memory. This is the most common gap seen in solo and small service businesses.

1Summary

Enquiries arrive mainly through social DMs and phone, with client details noted informally. Quotes are built manually for each client, and once a project starts, progress is tracked by memory rather than a shared system. The biggest risk sits between "lead goes quiet" and "project is underway" — this is where things are most likely to be forgotten.

2Main Gaps Identified

Lead follow-up has no system
Enquiries that don't reply immediately are followed up "when remembered," not on a schedule.
Likely effect: warm leads go cold before a second contact happens.
Client information lives in one place: memory
No shared record of who a client is, what was discussed, or what stage they're at.
Likely effect: details get repeated or lost, especially under time pressure.
Quotes are rebuilt from scratch each time
No reusable template, so quoting takes longer than it needs to.
Likely effect: slower turnaround, inconsistent pricing presentation.
Project status isn't visible outside your head
Updates to clients happen reactively, when they ask.
Likely effect: more "just checking in" messages than necessary.

3Current Workflow

1
Enquiry received
2
Noted informally
Gap
3
Follow-up
Gap
4
Quote sent
5
Approval
6
Project tracking
Gap
7
Final payment

4Where to Focus First

Priority 1 — Put a simple, repeatable follow-up rhythm in place for new enquiries.
Priority 2 — Keep client details in one shared place, not memory or scattered chats.
Priority 3 — Build a lightweight quote template you can reuse and adjust.

This is what your report will look like.

Yours will be written from your own answers — different gaps, different priorities, same format.

Free reports show your key gaps. Specific tools and implementation steps are covered in a consultation.
✓

Thanks — you're all set.

Your personalized workflow report will be in your inbox within 24 hours.

In the meantime, feel free to explore more at sherylautomates.com.

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