House of Karma
    CRM & Automation

    Where Is Your Business Still Doing Work Manually?

    Evaluate lead capture, follow-up, appointments, customer experience, and internal operations.

    6 Min Read
    This checklist helps you identify where your business is still relying on manual work — and where automation could improve speed, consistency, and the customer experience.

    Lead Capture

    • Website forms
    • Calls
    • Social leads
    • Ad leads
    • Referrals
    • Walk-ins
    • Third-party leads

    Follow-Up

    • Immediate response
    • SMS
    • Email
    • Call tasks
    • Long-term nurture
    • Missed-call response
    • Reactivation

    Appointments

    • Booking
    • Confirmation
    • Reminders
    • Rescheduling
    • Cancellation
    • No-show follow-up

    Customer Experience

    • Review requests
    • Post-purchase communication
    • Customer support
    • Renewals
    • Reactivation
    • Upsells

    Internal Operations

    • Lead assignment
    • Task creation
    • Internal notifications
    • Pipeline updates
    • Reporting
    • Sales tracking
    • Team accountability

    Automation should improve the experience

    If your team performs the same digital task every day, part of it may be ready to automate. But automation should improve the customer experience — not remove necessary human interaction.

    Recommended Next Step

    Continue into the discovery path most relevant to this resource.