Free async mini-diagnosis

Tell me where the admin workflow is slowing down

Short answers are fine. The goal is to understand the current process well enough to send useful written observations and decide whether a paid audit is worth doing.

Please avoid sending sensitive client data at this stage. Redact names, tax references, payroll details, bank details, addresses, and personal identifiers where possible. See the privacy note before sending anything sensitive.

Your name

Business name

Main tools involved

Which workflow would you most like to improve?

Examples: onboarding, document chasing, customer follow-up, compliance forms, appointment reminders, proposal follow-up, invoice chasing.

How does the workflow happen today?

List the steps from start to finish. Bullets are fine.

Who touches this workflow internally?

Roles are enough. No names needed.

How often does it happen, and roughly how much time does it take?

What goes wrong most often?

Examples: people do not reply, missing documents, duplicated chasing, unclear ownership, manual entry, a senior person has to step in.

What would improve if this workflow was cleaner?

Can you share screenshots or a screen recording?

Paste a link if you have one. Please redact sensitive data first.