How automated is your business?
Answer 7 quick questions about how leads, follow-up and scheduling work today. You get a grade and a prioritised action list on screen, no email required. Built for real estate, contractors, med spas and dental practices.
What happens when you miss a phone call?
Think about after-hours calls, calls while you are with a customer or patient, or when the front desk is busy.
What this scorecard is for
It is a quick check for businesses that live on appointments and inquiries: contractors, med spas, dental practices and real estate teams. It looks at the seven moments where a customer is most likely to meet silence or a manual step: the missed call, the new web lead, the quote that goes quiet, the review request, the booking, the after-hours website visitor and the invoice.
A low score is not a verdict. Plenty of healthy businesses run on people and memory. The point is to show you where manual work is most likely costing you leads or time, so you can decide where a fix is worth it. If you want a dollar figure for the first item, the Missed Revenue Calculator works it out from your own numbers.
How the score works
There are 7 questions. Each answer is worth 0 points (not in place), 1 point (partly in place) or 2 points (in place), so the most you can score is 14 points. Every question counts the same, and the grade depends only on your total.
| Grade | Total points | What we call it |
|---|---|---|
| A | 12 to 14 points | Automation leader |
| B | 10 to 11 points | Well automated |
| C | 7 to 9 points | Room to grow |
| D | 5 to 6 points | Significant gaps |
| F | 0 to 4 points | Mostly manual |
The grade lines sit at 85, 70, 50 and 30 percent of the available points, rounded up to whole points.
Areas
Your result also shows points for each area, so you can see where the gaps are concentrated: Lead Capture (6 points), Sales Process (2 points), Reputation (2 points) and Operations (4 points).
How the action list is ordered
Every question you scored below 2 becomes an item in your action list. Items you scored 0 come before items you scored 1, and items with the same score follow the order of the questions. The list is not weighted by how much each fix is worth in your business, because the quiz does not know that.
What this does not do
It is a self-assessment: it reflects how you described your setup, not an outside measurement, and it does not compare you with other businesses.
Your answers and your privacy
Nothing you answer is sent to OMII AI unless you submit the optional form under your result. Your answers are also kept in the web address of the page, so you can save or share the result. That address holds the answer numbers and nothing that identifies you, but the analytics tools on this site (Google Analytics and Microsoft Clarity) can see page addresses, so they can see those numbers too.
Methodology last reviewed: October 3, 2026 · OMII AI
What this audit checks, and how to fix each one
These 7 questions are the whole audit. Under each one is the answer that earns each score and the fix that goes into your action list if you score below 2.
Lead Capture
1. What happens when you miss a phone call?
Think about after-hours calls, calls while you are with a customer or patient, or when the front desk is busy.
- 0 pointsIt goes to voicemail
- 1 pointWe get a notification and call back later
- 2 pointsA person, an answering service or an AI agent picks up right away
If it is not fully in place: Answer every call, including after hours. Pick one place where no call goes unanswered: an answering service, a shared team line, or an AI voice agent that answers, takes the details and books the appointment. Start by checking your call log for how many calls last week went unanswered.
For an appointment-based business, a missed call can be a lost booking. The Missed Revenue Calculator puts a dollar figure on yours, from your own numbers.
Lead Capture
2. How quickly does a new web or ad lead hear back from you?
Website forms, Google Ads, Yelp, Zillow and similar sources.
- 0 pointsHours later, or the next day
- 1 pointWithin an hour on business days
- 2 pointsWithin minutes, automatically, any time of day
If it is not fully in place: Reply to new leads within minutes. Set up an automatic text or email that fires the moment a form is submitted, confirming receipt and offering a booking link, then have a person (or AI) follow up while the lead is still warm.
Reply speed is a number you can measure for yourself. Note your average response time now and again after the change.
Sales Process
3. Do you have a follow-up system for quotes, estimates and consultations?
After you send a quote or finish a consult, what happens if the person goes quiet?
- 0 pointsWe wait for them to call back
- 1 pointWe try to remember to follow up by hand
- 2 pointsAn automated sequence of texts and emails goes out
If it is not fully in place: Automate quote and consult follow-up. Write three short messages (a day after, a few days after, a week after) and send them automatically from your CRM or scheduling tool, stopping as soon as the person replies.
This follow-up needs no new leads: the quote is already sent and the person already knows you.
Reputation
4. How do you get Google reviews from happy customers?
Reviews influence which local business people choose to call.
- 0 pointsWe do not really ask
- 1 pointWe sometimes ask in person or by text
- 2 pointsAn automated request goes out after every visit or job
If it is not fully in place: Ask for a review after every job or visit. Send a short text with your direct Google review link one or two days after the job or appointment. Do it automatically so it never depends on someone remembering.
Recent reviews are one of the first things people see on your profile. Track new reviews per month as your measure.
Operations
5. How do customers book appointments with you?
For estimates, consultations, treatments or service calls.
- 0 pointsThey call and we work out a time
- 1 pointWe have online booking, but most still book by phone
- 2 pointsOnline booking plus phone booking, all synced to one calendar
If it is not fully in place: Let people book themselves, any hour. Put a booking link on your site, Google profile and every text reply. If you take calls, make sure whoever answers (person or AI) books straight into the same calendar.
Fewer scheduling calls for your staff, and fewer prospects lost to phone tag.
Lead Capture
6. Does your website answer visitors' questions outside business hours?
Think about evening and weekend visitors.
- 0 pointsNo, just a contact form
- 1 pointA basic chatbot or live chat during business hours
- 2 pointsA chat or booking assistant that answers and books around the clock
If it is not fully in place: Cover after-hours website visitors. Add click-to-book and an FAQ-style chat or assistant on your top pages. Make sure it hands off to a person for anything it cannot answer.
Matters most if a lot of your traffic arrives in the evening or on weekends. Check your analytics for when visitors actually come.
Operations
7. How do you handle invoicing and payment collection?
From finished job or visit to money in the bank.
- 0 pointsManual: invoices are created and sent by hand
- 1 pointWe use software but trigger it manually
- 2 pointsInvoice and payment link go out automatically when the job closes
If it is not fully in place: Automate invoicing and payment reminders. Have the invoice and a payment link send as soon as a job or visit is marked complete, with automatic reminders for unpaid invoices.
Removes a weekly admin chore and puts the payment request in front of the customer while the job is fresh. Compare your average days to get paid before and after.