The SA Director's Checklist

The "Speed to Lead" Audit

Do website contact forms instantly ping your sales team on WhatsApp or Slack?
Are online leads automatically added to your CRM without human data entry?
Do you have an automated follow-up message that goes out within 5 minutes of an inquiry?

Please check all boxes to proceed to the next section.

The "Zero Overselling" Audit

Does a sale on your website instantly update your internal warehouse stock count?
Are your local delivery waybills generated automatically upon order confirmation?
Do you have alerts set up to notify you before a top-selling item runs out of stock?

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Please check all boxes to proceed.

The "Zero-Touch" Audit

When a client pays via PayFast or Yoco, does it instantly mark the invoice as paid in Xero/Sage?
Are monthly recurring invoices generated and sent out entirely automatically?
Do your B2B clients have a way to view their statements online without emailing accounts?

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Please check all boxes to proceed.

The "Bridging the Gap" Audit

Does your older, on-premise software communicate with your modern web tools?
Have you eliminated the need for staff to export CSVs from one system to upload them to another?
Is your team spending less than 2 hours a week manually moving data?

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Please check all boxes to proceed.

Submit your results directly to our engineering team. We'll review your audit and send you a personalised action plan within 24 hours.

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