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40-Point Automation Checklist

Every manual process a $1M to $20M brand still runs by hand, grouped by support, orders, marketing and finance.

Tick what is still done by hand

Be honest. A tick is not a failure, it is a line on the build plan. Hours are for a brand doing a few thousand orders a month.

0 of 40 still manual

0 h a week, about $0 a year at $30 an hour

See the verdict

Customer support

The inbox. Most of it is the same six questions.

0 of 10, 0 h

Answering "where is my order" one message at a time6 h/wk
Processing returns and exchanges by email4 h/wk
Changing addresses and cancelling orders by hand in Shopify2 h/wk
Tagging and routing tickets to the right person2 h/wk
Answering product questions already answered on the site3 h/wk
Writing the same reply from scratch: damaged, late, wrong item3 h/wk
Issuing refunds and store credit manually2 h/wk
Replying to Instagram and TikTok DMs from the phone4 h/wk
Checking the inbox for angry customers before they post publicly1 h/wk
Chasing subscription pauses, skips and payment failures2 h/wk

Orders and fulfilment

Everything between the checkout and the doorstep.

0 of 10, 0 h

Reviewing orders for fraud by eye3 h/wk
Fixing bad addresses after the carrier bounces them2 h/wk
Splitting, merging or holding orders by hand2 h/wk
Re-keying orders into the 3PL or warehouse system3 h/wk
Copying tracking numbers back to customers or marketplaces2 h/wk
Counting stock and updating inventory across channels4 h/wk
Chasing late shipments before the customer asks2 h/wk
Reordering from suppliers from a gut feel2 h/wk
Handling pre-orders and backorders with a spreadsheet2 h/wk
Processing wholesale and B2B orders by email3 h/wk

Marketing and retention

The messages that should send themselves.

0 of 10, 0 h

Following up new leads and quiz takers by hand, hours later3 h/wk
Sending abandoned-cart messages manually, or not at all1 h/wk
Asking for reviews one customer at a time2 h/wk
Running win-back by remembering to email old customers1 h/wk
Building ad audiences by exporting customer lists2 h/wk
Pulling ad numbers from three dashboards into one sheet3 h/wk
Briefing and chasing creators and UGC by DM4 h/wk
Writing product descriptions and ad variations from scratch3 h/wk
Segmenting email sends by hand each time1 h/wk
Replying to comments and keyword requests manually3 h/wk

Finance and reporting

The Monday morning spreadsheet.

0 of 10, 0 h

Reconciling Shopify payouts against the bank by hand3 h/wk
Entering invoices and bills into the books2 h/wk
Calculating true profit per order in a spreadsheet2 h/wk
Building the Monday report by copying numbers around3 h/wk
Working out sales tax and marketplace fees by channel1 h/wk
Paying affiliates and creators by hand each month2 h/wk
Forecasting cash and inventory in your head1 h/wk
Disputing chargebacks with evidence gathered manually1 h/wk
Tracking returns cost and reasons after the fact1 h/wk
Sharing numbers with investors or partners by exporting CSVs1 h/wk

Nothing ticked yet

Tick the processes above that someone on your team does by hand. The verdict and the order to fix them in appear here.

Your ticks stay in this browser.

Want this done, not just measured?

Above 15 ticks, book the audit. We will map the fix in two weeks.

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