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PDF checklist · v1.1 — August 2026
The Workflow Audit Checklist
The questions I ask before recommending a single tool
The same structured checklist I use on paid audits: how to map what your team really does, how to score an opportunity on value against effort, and how to spot the processes that should never be automated. Run it yourself, or use it to judge whoever you hire.
- The eleven questions that surface the real bottleneck
- A scoring sheet for ranking opportunities without arguing about it
- The three tests a process must fail before you automate it
- A one-page summary template to take to your team
Where should I send it?
Straight to your inbox, no sequence you cannot escape.