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Executive Process Audit Checklist — Alltomate
Free executive checklist — Identify bottlenecks, manual work, and automation opportunities in under 10 minutes

Audit Your Operations Before You Automate the Wrong Things

Free Executive Resource

A practical self-assessment for CEOs, founders, and operators. Identify where manual work, poor handoffs, and broken visibility are limiting growth — before you invest in automation.

  • Built for CEOs, founders, MDs, and senior operators
  • 10 audit sections covering the full revenue and ops cycle
  • Self-score system — identify your highest-priority gaps
  • Designed by a Platinum Zapier and certified Make consultancy
See what's inside →
Audit Score
73
/ 100 pts
Executive Process Audit
Operations Health Check
7.3 Avg Score
Lead Capture
8
Pipeline Discipline
6
Client Onboarding
5
Data & System Sync
7
Scalability
4
Are all leads captured automatically from every source?
Does each deal have an owner and a next step?
Can onboarding run without manual coordination?
Is reporting real-time and trusted by leadership?
Operational Maturity
Zapier Platinum
Solution Partner
10+
Audit sections covering every critical operational domain
<10
Minutes to complete. Practical enough for a working exec
5★
Partner-level status across Zapier and Make platforms
100s
Of hours in automation and integration work informing this framework
The Real Problem

Most businesses automate
the wrong things first

The mistake isn't investing in automation. It's automating before you understand where the friction actually is — and compounding a broken process instead of fixing it.

This checklist exists to close that gap.

Hidden manual work
Invisible daily effort that never appears on a dashboard — until it causes a delay or a missed lead.
Broken handoffs
Tasks fall through the gaps between people, tools, and teams — not because of bad intent, but missing structure.
Poor leadership visibility
Reports that require manual prep. Numbers you're not sure you can trust. Decisions made on incomplete data.
Scale creates chaos
Systems built for 10 clients still running at 50. Growth compounds the problem — not the solution.
What's Inside

10 operational domains.
One complete picture.

Each section covers a distinct area of operational health. Work through all ten — or go straight to the areas you already know are under pressure.

01
Lead Capture
Where leads land, how reliably they're recorded, and what slips through the cracks.
→
02
Lead Routing & First Response
Speed, ownership clarity, and what happens when no one acts.
→
03
Sales Pipeline Discipline
Whether your pipeline reflects reality or just what's been entered.
→
04
Follow-Up and Nurture
How consistently leads are followed up — and what happens when they go quiet.
→
05
Client Onboarding
What happens after the close, and how standardized the experience really is.
→
06
Internal Operations & Task Handoffs
How tasks are created, assigned, and completed without manual prompting.
→
07
Data Quality & System Sync
Whether your tools talk to each other — and whether teams trust the same data.
→
08
Reporting & Leadership Visibility
How quickly and accurately leadership can see what's happening in the business.
→
09
Bottlenecks & Delays
Whether constraints are visible, named, and being actively reduced — or just tolerated.
→
10
Scalability & Readiness for Growth
Whether doubling volume would reveal strength — or expose everything that's held together manually.
→
How It Works

Three steps to operational clarity

01
Download the checklist
Get the PDF instantly. No sign-up required. Designed for print and digital use — clean, structured, and ready to mark up.
02
Review your business section by section
Work through each of the 10 audit areas. Answer the diagnostic questions honestly and assign a score from 1 to 10 using the provided rubric.
03
Identify your highest-priority fixes
Use your total score and the interpretation guide to see where the highest-value improvements are — and what to address first.
Scoring Framework

From ad hoc to fully systemized

Each section uses a consistent 1–10 scoring guide with plain-language descriptions at every level. No ambiguity. No guessing.

Your total score out of 100 tells you where you stand — and the section breakdown tells you exactly where to start.

85–100: Strong foundation — focus on optimization
70–84: Good structure, meaningful gaps to close
50–69: Moderate friction limiting growth
Below 50: High-friction — significant opportunity
Score What This Level Looks Like Maturity
1–2 Ad hoc, manual, person-dependent. High risk of things being missed.
Ad Hoc
3–4 Some structure exists but still relies heavily on memory or manual effort.
Reactive
5–6 Core processes are documented or tracked, but gaps and inconsistencies remain.
Developing
7–8 Most areas are systemized with good reliability and reasonable automation.
Structured
9–10 Fully systemized, automated where relevant, and consistent with minimal manual effort.
Optimized
01
Lead Capture
Score / 10
Diagnostic Questions
  • When a new lead comes in, where does it actually land first?
  • Do all leads from forms, ads, calls, and referrals end up in one place?
  • Are any leads still copied manually from email or spreadsheets?
  • If the same lead comes in twice, would your system catch it?
Section Scoring Guide
Score What This Level Looks Like
1–2 Leads are scattered. Someone has to manually gather or copy them.
3–4 Leads arrive in one inbox, but still need manual input and assignment.
5–6 Leads reach a CRM, but data is often incomplete or duplicated.
7–8 Most leads are captured automatically with mostly clean data.
9–10 All leads auto-captured, standardized, source-tracked, deduplicated.
Notes
Sample Preview

What the checklist looks like in practice

Each of the 10 sections follows a consistent structure — diagnostic questions to prompt honest reflection, a scoring rubric with plain-language descriptions, and space to note what you observe.

The goal isn't to grade yourself. It's to surface the clearest picture of where your business actually operates — and where the gaps are costing you.

Practical, not academic
Every question is grounded in real operational patterns — not textbook frameworks. Built from consulting work across service businesses and agencies.
Complete in under 10 minutes
Designed to be worked through quickly without losing depth. Useful immediately — even if you only get through two or three sections.
Score-based and actionable
A total score out of 100 gives you a clear benchmark. Section breakdowns tell you exactly where to direct improvement effort first.
Ideal For

Who this is built for

This is not a tool for IT departments or entry-level managers. It's built for the people who own the outcomes — and feel the friction daily.

Founder-led businesses
Where the founder still touches too many operational tasks and growth is testing the limits of what manual effort can absorb.
Service companies & agencies
Businesses where delivery depends on people, handoffs, and coordination — and where manual processes are quietly limiting capacity.
Home service & field operations
Operationally complex businesses with distributed teams, job scheduling, and coordination challenges across multiple systems.
Teams scaling without structure
Growing businesses where the team is adding headcount but processes haven't kept up — and new hires amplify existing gaps.
Businesses on disconnected tools
Multiple platforms that don't sync, leading to double-entry, data gaps, and decisions made on incomplete or stale information.
B2B businesses preparing to invest
Companies considering automation or integration investment who want to ensure they're solving the right problems in the right order.
Get Started

Not sure what to
automate first?

Start by auditing where friction, delays, and manual work are already costing you most. The checklist takes under 10 minutes — and gives you a clear picture of where to focus.

Book a Workflow Assessment

Free to download — no form, no gatekeeper. Or book directly if you'd rather talk through your operations first.