📋 FREE CHECKLIST

Business Automation Checklist

Assess your Malaysian SME and discover automation opportunities that can save you 10+ hours per week and reduce costs by 40%.

How to Use This Checklist

Go through each section and check the items that apply to your business. The more items you check, the more automation opportunities you have!

💡 Pro Tip: If you check 5+ items in any section, that area has high automation potential for your business.

Customer Service & Support

I receive the same customer questions repeatedlyI spend 2+ hours daily answering WhatsApp/phone callsCustomer inquiries come in outside business hoursI manually send follow-up emails to customersI track customer issues in spreadsheets or notesI send the same product information to multiple customersI manually update customer records after each interactionI don't have automated appointment booking system

Sales & Marketing

I manually send quotes to potential customersI track leads in spreadsheets or sticky notesI send follow-up emails manually after meetingsI manually post on social media platformsI don't have automated email marketing campaignsI manually update inventory after each saleI send invoices manually via emailI manually track which marketing channels bring customers

Business Operations

I manually enter data from forms into my systemI send reminder emails manually to clientsI manually backup important filesI track employee hours manuallyI manually process expense reportsI manually update project statusesI manually sync data between different systemsI manually generate reports for management

Inventory & Finance

I manually track inventory levelsI manually send low stock alerts to suppliersI manually reconcile bank statementsI manually calculate taxes and GSTI manually process payrollI manually track expenses by categoryI manually generate financial reportsI manually follow up on overdue payments

📊 Your Automation Score

Count how many items you checked in total:

0-8

Low Priority

9-16

Medium Priority

17-24

High Priority

25+

Critical Need

Ready to Automate Your Business?

If you checked 10+ items, automation can save you significant time and money. Let us help you implement the right solutions for your Malaysian business.

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