The Automation Audit Checklist

Identify the exact automation gaps costing you leads, sales, and peace... then fix the right things first.

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Please check each statement that is TRUE.

Category: Lead Capture (Front Door)

I have ONE primary lead magnet tied to my core offer

My opt-in page has a clear promise + single CTA

My thank-you page tells people exactly what to do next

My opt-in form tags/segments the lead automatically

Category: Immediate Follow-Up (After First 5 Minutes of optin or purchase)

A delivery email sends instantly (and is tested)

New leads receive a welcome email within 24 hours

I have a “what to do next” link (call, offer, or best content)

Category: Nurture + Conversion (Next 7–21 Days)

I have a short nurture sequence (5–7 emails)

Every email includes one clear CTA (reply, click, book, buy)

My sequence sells ONE offer (not three)

I have at least 2 proof assets ready (testimonials/case studies)

Category: Booking / Sales System

My booking page pre-qualifies (pricing, fit, or questions)

I have confirmation + reminder automations

No-show follow-up is automated

Post-call follow-up is automated (win or lose)

Category: Retention + Reactivation

New clients get an automated onboarding workflow

Offboarding includes next-step offer/referral ask

I have a reactivation sequence for cold leads/past clients

After you click Submit, please be patient as I total your answers and send you your Result.