Free Resource
The Business Automation Starter Checklist
You don't need more software. You need the right 25 systems, in the right order. This is the checklist I use when I audit a business — free, from Rokib Rana (FlowRevo). Work through it honestly; every empty box is work your business is currently doing by hand.
A. Customers & Sales
- Every enquiry lands in ONE inbox (not 5 apps)
- New leads get an automatic first response within minutes
- Follow-up reminders are system-driven, not memory-driven
- Your links are short and trackable per campaign
- Website visits are measured (GA4 + GTM installed and verified)
B. Support
- The 10 most common questions have ready, approved answers
- AI handles repeat questions; humans handle real ones
- Every conversation is searchable later
- Support hours & response promise are written down
C. Marketing
- Meta Pixel + Conversions API fire correctly (tested, not assumed)
- Content is scheduled from one calendar, not posted in panic
- Email list is captured on your site with a reason to join
- Failed-payment/abandoned customers get an automatic, polite recovery message
D. Operations
- Orders/bookings notify the right person instantly
- Data moves between your apps by automation (n8n), not copy-paste
- Daily/weekly reports generate themselves
- Backups run automatically — and you’ve tested a restore
- Passwords live in a manager, never in chat messages
E. Security
- Admin accounts have 2FA
- Your site serves valid HTTPS everywhere (www included)
- Security headers (CSP, HSTS) are on
- Only the people who need access have it
- You know exactly which tools hold customer data
Count your ticks.
Under 15? Your business is running on effort instead of systems. Book a free discovery call — I'll show you which three to fix first.