Progress Link

Quick Process Check

Just want to get a feel for where the time is going before we sit down. Tick whatever fits, no need to overthink it — anything you're not sure about we can talk through when we meet.

1.What feels repetitive or manual?

Data entry / copying between systems

Reporting and pulling numbers together

Approvals and sign-offs

Client or customer onboarding

Invoicing, quotes, or billing

Scheduling and task assignment

Email and follow-ups

Chasing overdue payments

Quoting and estimating

Rostering or timesheets

Stock, inventory, or order tracking

Compliance, safety, or audit paperwork

Document creation from templates

Copying data into or out of PDFs

Manually checking one system against another

Answering the same customer questions repeatedly

Other

2.How much team time does that take each week?

Under 5 hours5–15 hours15–40 hours40–80 hours80+ hoursNot sure

3.Which tools does the work pass through?

Spreadsheets — Excel / Google Sheets

Chat — Teams / Slack / WhatsApp

File storage — SharePoint / Google Drive / Dropbox / local server

CRM

Accounting or ERP

Project or task tool — Asana / Jira / Trello / Monday

Forms or intake — Google Forms / Typeform / website form

Industry-specific software

Paper or PDF — printed forms, scanned documents, wet signatures

Other

4.Where does it usually break down?

Things get missed or forgotten

Waiting on someone else

Same information entered more than once

Errors that need rework

Nobody's sure of the current status

It only works because one person knows how

Systems don't talk to each other

Information is out of date by the time it's used

Handovers between people or teams

Chasing customers or suppliers for information

Hard to find the right file or version

Volume spikes overwhelm the process

New staff take a long time to get up to speed

Other

5.What would make this a win?

Free up team hours

Faster turnaround for customers

Fewer errors

Handle more volume without hiring

Better visibility into what's happening

Reduce reliance on one person

Cleaner, more trustworthy data

Lower software or admin cost

Easier compliance and audit trail

Take pressure off the team

Other

6.How quickly do you need this in place?

ASAP — it's blocking us right nowWithin 1–2 monthsNext 6 monthsNo fixed date — exploring options

7.Anything else we should know before we meet?

Progress Link — Quick Process Check