Free Automation Audit

Find the manual work costing your business time, sales, and control.

Use the quick scanner to see where your business may be leaking hours, leads, follow-up, or operational visibility. Then request a practical roadmap from ZIAN.

What best describes your business?

Where does work get stuck?

Lead follow-up Quotes and proposals Customer onboarding Reporting Invoices and payments Content distribution Staff handoffs Stock or fulfillment

Manual admin hours / week Leads or requests / month Average sale value Current close rate % Average response time hours Estimated hourly cost

Opportunity score

Estimated monthly leak $2,340

Recoverable time 31h

Revenue upside $1,260

Likely first step Sprint

Recommended starting point

Instant lead capture and follow-up

Speed-to-lead is the fastest win: capture the inquiry, qualify the buyer, send a reply, and alert the team before the lead cools down.

1
Connect form, inbox, and CRM into one intake flow.
2
Send instant personalized replies and reminders.
3
Track outcomes in a weekly owner dashboard.

Request my roadmap

What ZIAN Helps You See

Before you automate, make the business visible.

A clear workflow is easier to delegate, improve, and automate safely.

Where work gets stuck

Identify repeated delays in follow-up, handoffs, approvals, reporting, and delivery.

What should be automated first

Focus on the workflow with the clearest return instead of automating everything at once.

Which tools should connect

Map forms, inboxes, calendars, CRMs, spreadsheets, payment tools, and dashboards.

Your Business Pulse

Create a practical operating view with tasks, exceptions, follow-ups, and weekly priorities.

Common Business Leaks

Start with the workflow that is easiest to prove.

These are examples of what ZIAN can review with you.

Problem What improves Tools involved Good first step

Slow lead follow-up Lead capture, reply speed, booking status, owner alert Forms, email/SMS, CRM, calendar Lead recovery flow

Quote requests go cold Quote tracking, reminder timing, approvals, close status CRM, spreadsheet, email, payment link Quote follow-up flow

Messy onboarding Contracts, payment status, welcome steps, tasks, kickoff control Documents, payment, email, task board Client onboarding flow

No owner dashboard Weekly visibility over leads, sales, tasks, friction, and open issues Sheets/Airtable, CRM, AI summary, email/Slack Weekly Business Pulse

Disconnected operations Process ownership, handoff rules, task visibility, exception tracking Forms, Sheets/Airtable, project board, email/Slack Operations Pulse

Commerce leakage Lead, checkout, payment, follow-up, retention, and reporting visibility CRM, checkout, email/SMS, analytics Commerce recovery flow

Starter Modules

Small automation modules before a full build.

Start with one workflow, prove the value, then expand.

Lead Response

Lead Recovery Module

Capture inquiries, reply faster, route the lead, and track whether it turned into a call or sale.

Operations

Business Pulse Module

Turn tasks, handoffs, exceptions, and weekly priorities into one clear owner view.

Commerce

Commerce Recovery Module

Connect lead, quote, checkout, payment, and follow-up signals so fewer opportunities disappear.

Simple approach: We recommend one first workflow, explain the expected value, and only expand when the first step makes sense.

Tools We Can Connect

Use what you already have where possible.

IntakeWebsite forms, WhatsApp, email inbox, missed-call capture, Typeform/Tally

Customer DataHubSpot, GoHighLevel, Airtable, Notion, Google Sheets, existing databases

AutomationMake, Zapier, n8n, Airtable Automations, Google Workspace

MessagingGmail/Outlook, WhatsApp, Twilio, MailerLite, SMS providers

PaymentPayment links, invoices, checkout tools, receipts, and status tracking

Owner ViewDashboards, weekly briefs, AI summaries, alerts, ROI tracking

Request Your Roadmap

Tell us what is stuck. We will show the first practical automation move.

Share the workflow you want to improve. ZIAN will review whether the best first step is operations visibility, commerce recovery, a starter module, or a broader Business Pulse.