Describe your current website functionality?

A. Don’t have a website yet

B. Somewhat functional with regular updates

C. Highly functional, interactive, and regularly optimized

How do you manage lead and customer information?

A. Notebook or Manual entry into spreadsheets

B. Using a basic CRM software

C. Utilizing an advanced CRM with automation capabilities

How do you currently handle campaign emails?

A. Send one-off emails manually

B. Use a basic email marketing tool

C. Automate campaigns with personalized triggers

What is your approach to website form submissions?

A. Manually review and respond to each submission

B. Use basic automated email responses

C. Utilize advanced automation workflows for personalized responses

How do you manage appointments and meetings with potential clients?

A. Manual scheduling via emails or calls

B. Online scheduling tools

C. Use Online or CRM scheduling with automated follow ups for seamless appointment booking

Do you currently use a social media scheduler for your posts?

A. No, we post manually

B. Yes, with the social media app

C. Yes, with an advanced social media scheduler

How familiar are you with the use of Zapier for automation?

A. Not familiar

B. Somewhat familiar

C. Very familiar, actively use it for automation across different tools

How often do you review and update your automation workflows?

A. Rarely or never

B. Occasionally

C. Regularly, with continuous optimization

How many employees in your business actively use your current CRM system?

A. None or N/A

B. Some employees or teams

C. All employees have access and use it regularly

What is your average response time to new leads or customer inquiries?

A. More than 24 hours

B. Within 2-24 hours

C. Within 2 hours or less

How do you track and measure the success of your automation efforts?

A. No formal tracking in place

B. Basic metrics like open rates and clicks

C. Comprehensive analytics with detailed insights

How personalized are your communication efforts with leads and clients?

A. Generic messages for all

B. Some personalization based on segments

C. Highly personalized with dynamic content and tailored experiences

Are you actively leveraging AI or machine learning in your automation processes?

A. No, not at all

B. Exploring but not implemented

C. Yes, actively using AI for automation improvements

How well do you integrate your CRM with your website and other tools in your tech stack?

A. N/A or Poor integration, limited connectivity

B. Some integrations, but not seamless

C. Fully integrated with smooth data flow between all tools

Do you have a dedicated team or individual responsible for automation strategy and implementation?

A. No dedicated team or individual

B. Part-time responsibility within a team

C. Full-time dedicated team or individual overseeing automation

Thank you for completing the quiz!

Fill info below to receive your personalized results to see where your business stands with Automation Efficiency.

First Name *

Email *

Business Name