The AI Time-Leak Checklist.

Tick everything that applies. Nothing is saved or sent until you choose to email it.

1. 01Answering the same emailsCustomers ask the same handful of questions, and someone writes each answer from scratch.
2. 02Following up on quotes and estimatesQuotes go out and then sit, because nobody has time to check back in.
3. 03Scheduling back-and-forthBooking a call or appointment takes several messages just to land on a time.
4. 04Intake forms and new-lead detailsDetails from forms, calls and messages get retyped into your system by hand.
5. 05Asking for reviewsHappy customers would leave a review, but nobody remembers to ask at the right moment.
6. 06Social media postsPosting falls to whoever has a spare minute, so it happens in bursts or not at all.
7. 07Meeting notes and follow-upsAfter a meeting, the notes and next steps live in someone's head instead of an email.
8. 08Internal FAQsStaff ask you the same "how do I…" questions because the answers aren't written down anywhere easy to find.
9. 09Invoice remindersChasing unpaid invoices means remembering who owes what and writing a polite nudge each time.
10. 10Data entryCopying numbers between spreadsheets, apps and paperwork eats a little time here and there.
11. 11Writing proposalsEvery proposal starts from a blank page, even though most of them say similar things.
12. 12Onboarding new clients or staffEvery new client or hire gets the same welcome steps, sent by hand.