Find the automation leaks in your business — in 10 minutes.
The SMB Automation Audit is a free 10-page self-audit for agencies, freelancers and small businesses whose enquiries, follow-ups and invoices still run on memory and inboxes. Score yourself honestly, see exactly where leads, time and money leak out — then fix them in order over 7 days.
Get the paper audit PDF
Enter your email and we will send the paper audit from support@tapforgehq.com.
- Free — no card, no trial
- 10-page PDF, yours to keep
- Unsubscribe anytime
TapForge will send the 10-page paper audit to your email from support@tapforgehq.com. If it has not arrived within a day, reply to that address.
No waiting — your download is unlocked now:
Download the 10-page audit PDFTapForge will also send a copy from support@tapforgehq.com.
Choose how to take the audit
Same 25 checks. Two ways to finish.
Take the live audit — 3 minutes, instant score
Answer the 25 checks right here with Yes / Partly / No taps. The page does the maths as you go — per-section subtotals, your total out of 50, your band, and your biggest leak with its quick win. Enter your email at the end to reveal your instant report. No PDF, no pen, no adding up.
Start the live auditPrefer pen & paper? Get the PDF
The original 10-page PDF, exactly as before: enter your email and TapForge sends it from support@tapforgehq.com. Print it, score it by hand, keep it.
Request the paper PDFOption A — Live form
The live audit
Score yourself honestly — for how your business actually runs on a busy week, not your best week. Yes = systemised, happens every time (2 points). Partly = happens sometimes, manually, or only for some clients (1 point). No = not in place, or depends entirely on someone remembering (0 points).
About 2 minutes — no typing until the end
25 quick taps. That's the whole form.
One question at a time — tap Yes, Partly or No and your score builds itself. About 2 minutes, and there's no typing until the very end, when you enter your email to reveal your instant report.
Yes = handled every time (2 pts) · Partly = sometimes, or manual (1 pt) · No = not in place (0 pts)
Tap to continue
Your result
Your biggest leak:
Enter your email to reveal your score
Your 25 answers are done. Enter your email and your instant report — total score, band, section scores and biggest leak — is revealed right here, and saved with your details.
Next steps, if you want them:
Start a GoHighLevel Pro trial (affiliate link) Book a 30-min callPrefer a guided walkthrough before the trial? Join the free Start Your AI Business workshop (affiliate link)
Want the follow-up email sequence that walks through the fixes? Request the paper audit on this page — TapForge sends it from support@tapforgehq.com.
What's inside
Five systems. Twenty-five checks. One honest score.
Every check is scored 0, 1 or 2 — broken, patchy, or handled. Each section names the red flag to watch for and one quick win you can do the same day. No fluff, no tool sales pitch.
Lead Capture
Every way an enquiry can reach you — website, socials, referrals, phone — and whether any of them can slip through unanswered or unrecorded.
Speed-to-Lead & Follow-up
How fast a new enquiry hears back from you, and what happens to the ones that don't reply the first time. Most leaks live here.
Pipeline & CRM
Whether every live opportunity sits in one visible pipeline with a next step — or in someone's head, inbox and sticky notes.
Payments & Admin Automation
Invoices, payment chasing, onboarding paperwork and the repetitive admin that quietly eats hours every single week.
Reviews, Retention & Referrals
What happens after the work is done: review requests, repeat business and referrals — the cheapest growth most businesses never systemise.
Leads, time and money are slipping through daily. The good news: the first fixes are the easiest wins you'll get all year.
Some systems work, some run on memory. A few targeted fixes close most of the gaps without a rebuild.
Your workflow mostly runs itself. The audit points at the remaining edges worth tightening.
Then: the 7-day fix plan
Your score comes with a day-by-day plan that fixes the leaks in a sensible order — highest impact first — so you're not rebuilding everything at once.
How it works
Three steps, about a minute to start
Pick your path
Live form for an instant score in about 3 minutes, or the PDF if you prefer pen and paper. Same 25 checks, same scoring either way.
Answer the 25 checks
Live form: tap Yes / Partly / No, then enter your email to reveal your instant report. PDF route: enter your email and TapForge sends the paper audit from support@tapforgehq.com.
Fix the biggest leak first
Your band and lowest section tell you where to start. Follow the 7-day fix plan — highest impact first — instead of rebuilding everything at once.
After your audit
Two optional next steps
The audit is tool-agnostic and complete on its own. If your score says it's time to fix things, these are the two routes most readers take.
Questions
Before you download
Is it actually free?
Yes. The full 10-page audit is free — no card, no trial, no locked sections. Request it on this page and TapForge sends the PDF from support@tapforgehq.com.
Who is this for?
Agencies, freelancers and small businesses that get enquiries, chase follow-ups and send invoices by hand — and suspect their systems are held together by memory and inboxes. If that's not you, the score will tell you quickly.
What happens to my email address?
It's saved with your audit request and used only to send the audit and its follow-up. Your address is never sold, and you can ask to be removed anytime by emailing support@tapforgehq.com.
Do I need GoHighLevel or any specific tool to use the audit?
No. The audit is deliberately tool-agnostic — it shows you the gaps and a sensible order to fix them in, whatever stack you run. Where it names example tools, that's all they are: examples. Any affiliate links are labelled as such.
Live form or PDF — which should I use?
Whichever you'll actually finish. The live form takes about 3 minutes: answer the 25 checks, then enter your email to reveal your instant report — that submission saves your score and section subtotals with your details. The PDF is the same audit on paper, requested on this page and sent from support@tapforgehq.com.
Is this a guarantee my business will grow?
No — and be suspicious of any audit that promises that. It's a diagnostic: it shows gaps and an order to fix them. Results vary by business, offer, market and effort.
From the Local Growth Systems channel
Watch the builds
Prefer to watch instead of read? These are the audit's systems built on screen, step by step — pipeline, calendar, phone and follow-up automations — from TapForge's YouTube channel, Local Growth Systems.
Get your score out of 50
Ten minutes from now you'll know exactly where your workflow leaks — and what to fix first.
Get the paper audit
Enter your email and we will send the paper audit from support@tapforgehq.com.
- Free — no card, no trial
- 10-page PDF, yours to keep
- Unsubscribe anytime
TapForge will send the 10-page paper audit to your email from support@tapforgehq.com. If it has not arrived within a day, reply to that address.
No waiting — your download is unlocked now:
Download the 10-page audit PDFTapForge will also send a copy from support@tapforgehq.com.