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Intact Media

Free process audit

Find out what is worth automating.

Answer a few quick questions about how work moves through your business, one at a time. Follow-up questions only appear when they apply. When you send your answers, you get an automatic summary of where automation could help. No obligation, and no hard sell.

About three minutes, with a few follow-ups depending on your answers

Question 1

  1. How do new enquiries usually reach you?

    Tick all that apply.

    How quickly do website, email and social enquiries usually get a reply? (optional)
  2. Who answers calls and enquiries during the day?
    And after hours, or when everyone is flat out?
    Roughly how many calls a week end up in voicemail or missed? (optional)
    When you call people back, how long does it usually take? (optional)
    What happens to the messages your answering service takes? (optional)
  3. How do quotes and follow-ups work?
    How are your quotes put together? (optional)
    Roughly how many quotes do you send a month? (optional)
  4. How do customers book in?
    Where do bookings end up once a time is agreed? (optional)
    Do customers get a reminder before their booking? (optional)
  5. How do invoicing and chasing payments work?
    Roughly how many invoices do you send a month? (optional)
    How often do you have to chase late payments? (optional)
  6. Which admin do you find yourself repeating every week?

    Tick all that apply.

    Which apps or spreadsheets do you copy details between? (optional)
    What are the questions you answer most often? (optional)
  7. Which tools do you use now? (optional)
  8. What is the biggest time sink in your week? (optional)

Last step: your details

So we know who the summary is for and how to reply.

Intact Media Limited collects this information to reply to you and assess where automation could help your business. It is stored by our website host and email provider, some of which store data overseas, and we may use AI tools to help us review it. Giving it is voluntary, but we need your name, business and email to reply. You can ask to see or correct it by emailing [email protected]. Read our privacy statement.