FREE AUTOMATION ASSESSMENT

Tell us about your operation.
We'll show you exactly what to build.

Answer 10 quick questions. We'll analyze your answers and come back with a personalized demo showing how we'd automate your biggest bottleneck — before you spend a penny or get on a call.

⏱ Takes 3 minutes

🎯 Personalized to your operation

💬 We respond within 24 hours

🚫 Zero sales pressure

QUESTION 01 / 10

What best describes your business?

This helps us understand your operation and the types of workflows we'd be working with.

🏭

Warehouse / Distribution

🛒

Retail / E-commerce

⚙️

Manufacturing

🤝

Service Business (contractors, agencies, consultants)

🏥

Healthcare / Medical

📋

Other

QUESTION 02 / 10

How many people are on your team?

We want to understand the scale of your operation and how many people are currently doing things manually.

👤

Just me (1 person)

👥

Small team (2–10 people)

🏢

Medium team (11–50 people)

🏗️

Larger operation (50+ people)

QUESTION 03 / 10

Where does your operation lose the most time right now?

Pick the one that hurts the most. This becomes the first thing we automate.

📦

Returns and refunds — things get lost or delayed

📋

Order processing — manual data entry between systems

📧

Customer communication — updates sent manually or not at all

📅

Scheduling and appointments — back and forth coordination

💰

Invoicing and payments — chasing, following up, re-entering

📊

Reporting and data — pulling numbers manually from multiple places

🔧

Something else

QUESTION 04 / 10

What software does your team use day-to-day?

Select all that apply. This tells us what we'd be connecting.

Select all that apply

⚡

SAP Business One

📊

QuickBooks

🎫

Freshdesk

💬

Zendesk

🎯

HubSpot

🛒

Shopify

📁

Google Workspace (Sheets, Drive, Gmail)

📋

Mostly spreadsheets

🔧

Other ERP or custom system

QUESTION 05 / 10

How many times per week does your team deal with the problem you mentioned?

Whether it's returns, orders, invoices, or something else — how often does it come up?

🟢

1–10 times per week

🟡

10–50 times per week

🟠

50–200 times per week

🔴

200+ times per week

QUESTION 06 / 10

How much time does your team spend on this problem each week — total across everyone?

Include all the time: logging, emailing, following up, fixing mistakes, chasing people.

Less than 2 hours per week

2–5 hours per week

5–15 hours per week

15–40 hours per week

More than 40 hours per week — it's a real drain

QUESTION 07 / 10

What happens when things fall through the cracks in this process?

Select all that apply — be honest, this helps us show the real cost of the current situation.

Select all that apply

😠

Customers complain or leave bad reviews

💸

Money gets lost or refunds are delayed

⏱

Staff waste time fixing avoidable mistakes

⚠️

Things get missed entirely and no one notices until it's too late

📉

Management has no visibility into what's happening

📈

We can't grow without hiring more people just for this

QUESTION 08 / 10

Have you tried to fix this before?

No judgment either way — this helps us understand where you're starting from.

No — we haven't tried anything yet

We've tried basic tools or spreadsheets but they didn't solve it

We tried automation before and it didn't work out

We have something in place but it's not working well

QUESTION 09 / 10

If this process ran perfectly with no manual effort — what would that give you?

Pick the outcome that matters most to you personally.

⏰

Time back — hours per week I'd get back

💰

Money saved — lower costs and fewer lost transactions

😌

Peace of mind — nothing falls through the cracks anymore

📈

Growth — handle more volume without hiring more people

⭐

Better customer experience — they always know what's happening

QUESTION 10 / 10

Last step — where do we send your personalized demo?

We'll analyze your answers, build a demo specific to your operation, and reach out within 24 hours. No spam. No pressure.

Your name

Business name

Email address

Anything else we should know? (optional)

ASSESSMENT COMPLETE

Here's what we're going to
build for you.

Based on your answers, here's exactly how ClearOps Automation would approach your operation.

WHAT WE'LL BUILD FOR YOU

YOUR ASSESSMENT SUMMARY

What happens next

We've received your assessment and will get to work building your personalized demo. Here's the timeline:

Within 1 hour

You'll get a confirmation email at the address you provided.

Within 24 hours

We analyze your answers and build a demo specific to your operation — showing exactly what we'd automate and how.

We reach out

We send you the demo and a short breakdown of what we'd build, what it costs, and what it saves you. No call required yet.

You decide

If it looks right, we schedule a 30-minute call to walk through it together. No pressure either way.

Email us directly Run the ROI Calculator →

Tell us about your operation.We'll show you exactly what to build.