Welcome to the Nexus 360 SME Efficiency Audit

Find out where you're losing time & how to fix it! Answer these quick questions & get your SME Efficiency Score.

Be honest with yourself when completing the questions.

First Name *

Last Name *

Phone *

Email *

Section 1: Lead Management

📌 Question 1: Do you have a structured system for capturing & tracking leads? *

No, leads are disorganised & often lost.

Somewhat, but it’s inconsistent.

Yes, I have a CRM, but I don’t use it properly.

Yes, I have a fully automated CRM & follow-up system.

📌 Question 2: How often do leads go cold due to missed follow-ups? *

All the time – I struggle to follow up.

Sometimes – I try, but it’s inconsistent.

Rarely – I have reminders but no automation.

Never – My follow-ups are fully automated.

Section 2: Marketing Automation

📌 Question 3: Is your marketing automated, or do you post manually? *

Manual – I post when I remember.

Some automation, but still a lot of manual work.

Mostly automated, but I need improvements.

Fully automated – My marketing runs itself.

📌 Question 4: Do you have an automated email & SMS follow-up system? *

No, I don’t send follow-ups at all.

I send occasional follow-ups manually.

I have some automation, but I need more.

Yes, my follow-ups are fully automated.

Section 3: Admin & Workflow Efficiency

📌 Question 5: How many hours per week do you spend on admin & manual tasks? *

10+ hours per week.

5-10 hours per week.

2-5 hours per week.

Less than 2 hours – My workflows are automated.

📌 Question 6: Do you have a structured & automated client onboarding process? *

No, it’s all manual & time-consuming.

Some automation, but still a lot of manual work.

Mostly automated, but I need improvements.

Fully automated – My clients onboard themselves.

Section 4: Website & Customer Engagement

📌 Question 7: Is your website optimised for lead capture & automation? *

No, it’s just a basic website.

Some forms & integrations, but no automation.

Mostly automated, but I need improvements.

Fully optimised – My website captures, nurtures & converts leads.

📌 Question 8: How do you handle customer communication & support? *

Only by phone/email (no automation).

Some automation (like chatbots or email sequences).

Mostly automated, but I need improvements.

Fully automated – My system handles inquiries & bookings.

Section 5: Business Scalability

📌 Question 9: If your business doubled in size tomorrow, could you handle the workload? *

No, it would be a nightmare.

It would be tough – I’d need to hire quickly.

Mostly – My workflows help, but I need more automation.

Yes, my systems would handle it easily.

📌 Question 10: Do you have a plan for scaling your business using automation? *

No, I don’t know where to start.

I have ideas, but no clear plan yet.

I have a plan but haven’t fully implemented it.

Yes, I’m already scaling with automation.