Pick a workflow. Diagnose what's broken. Get a specific recommendation — automate, hire, or redesign — for each gap. Plus a read on whether your tools are helping or hurting.
Step 1 of 40%
Part 1 — The workflow
Which workflow is costing your business the most time right now?
Client onboarding
Lead follow-up
Internal reporting
Internal handoffs
Invoicing and payments
Part 2 — The diagnosis
Part 3 — The fix
How consistent is the broken part of this workflow each time it runs?
Identical every time — same steps, same inputs
Mostly consistent with minor variation
Varies significantly — context changes each time
Highly judgment-dependent every time
What's the primary skill required to handle this part well?
Data processing or moving information between systems
Structured communication or document creation
Relationship management or nuanced judgment
Strategic thinking or creative problem solving
Part 4 — The tools
Which tools does your team use in this workflow?
Select everything involved — even loosely.
How well do these tools share data with each other?