OttoServ Process Audit

Find Out Where Your Business Is Leaking
Leads, Time, and Revenue.

Walk through how your business actually runs — lead intake, follow-up, scheduling, admin work, handoffs, and tools. Eight short sections, about 10 minutes.

Talk it through with Otto — your voice stays in the browser.

Process Audit — 8 sections

Company profile through priority. Most owners get through it in 10–15 minutes. Required fields are marked with a red asterisk.

1 · Company Profile

Tell us who you are.

Company name*Your name*Email*PhoneRole / titleWebsiteIndustryCompany size

2 · Lead Intake

How leads come in and what happens next.

Primary lead sources (select all that apply)

How do leads typically get handled today?Who answers, where it goes, when they get called back.What happens to missed calls?After-hours, weekends, while on jobs.

Average response time to a new leadBiggest lead-leakage issue

3 · Follow-Up

What happens after the first touch.

What does your current follow-up process look like?

How many follow-up attempts are made before giving up?Where does follow-up usually break down?

Are leads being lost due to slow response?

4 · Scheduling

How appointments get booked.

How do appointments / consultations get booked today?Where is the scheduling friction?No-show or cancellation issuesHandoff from inquiry → booked appointment

5 · Admin Workload

Where manual work piles up.

Repetitive admin tasks the team does every weekManual data entry / copy-paste between toolsTasks currently handled by coordinators / adminsWhere is the team most overwhelmed?

6 · Bottlenecks & Handoffs

Where work falls through the cracks.

Internal communication gapsProcess handoff issues (e.g. sales → ops)Tasks that fall through the cracksVisibility / reporting problems

7 · Tools & Systems

What you're using today.

CRMPhone systemEmail / SMS toolsScheduling toolProject / job managementOther software in the stack

8 · Hiring, Urgency & Priority

What to fix first.

Hiring an admin / coordinator / ops person right now?Urgency level

Estimated revenue or time impact of these problemsIf we could automate ONE process first, which would it be?Anything else you want us to know?

I’m happy to be contacted about the findings and recommended next steps.

Most owners take 5–8 minutes. We review every submission personally.

Already know you want to see the system?

Watch the Guided Demo to see how OttoServ captures leads, qualifies opportunities, books appointments, and gives leadership visibility into the work that normally falls through the cracks.

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Find Out Where Your Business Is Leaking Leads, Time, and Revenue.

Process Audit — 8 sections

Already know you want to see the system?

Find Out Where Your Business Is Leaking
Leads, Time, and Revenue.