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Automation Readiness Index
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Step 1 of 11: Lead Capture
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Lead Capture
How new leads and inquiries enter your world.
1. New leads and inquiries are captured through a consistent channel (form, landing page, or intake process).
1
Not in place
2
Manual and inconsistent
3
Somewhat organized
4
Mostly systemized
5
Automated or optimized
2. Every new lead is stored in one central place (CRM, database, or organized list) rather than scattered inboxes.
1
Not in place
2
Manual and inconsistent
3
Somewhat organized
4
Mostly systemized
5
Automated or optimized
3. New leads automatically receive a confirmation or welcome message when they reach out.
1
Not in place
2
Manual and inconsistent
3
Somewhat organized
4
Mostly systemized
5
Automated or optimized
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