Workflow Self-Check

It’s easy to automate a bad process. Before you put AI or new software behind a workflow, check whether the workflow itself is working. Pick one workflow your business runs every week, such as quoting, onboarding a client, invoicing or scheduling, and answer each question.

Workflow Self-Check

Full Name

Company Name

Which workflow did you pick?

Bringing on a new client

Producing a deliverable (data, research, or reports)

Handling a custom client request

Producing and reviewing work before it goes to the client

Resolving client issues or support requests

Delivering a client project

Other

Is the same information typed into more than one place?

Yes

Does the work sit waiting for one person before it can move forward?

Yes

Does it change hands more than three times from start to finish?

Yes

Would two people on your team describe the steps differently?

Yes

Is there a step that exists mostly to catch someone else’s mistakes?

Yes

Do you regularly chase people for status or missing information?

Yes

If the person who runs it were out for a week, would it stall?

Yes

Are the people who do this work every day rarely asked how they would make it better?

Yes

Has anyone on your team started using AI tools on this workflow on their own, without a shared approach?

Yes

Are you unsure how long it takes from start to finish?

Yes

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