Published by CXJ Labs, an automation company. Not independent. Read our disclosure.
The Automation Index

Business owner

18 processes in this role

In a small business the owner usually does the admin nobody else has been hired for: chasing invoices, answering enquiries after hours, building the weekly numbers. These hours are the most expensive in the company because they come out of selling and delivery time. The entries below are the ones owners most often carry personally.

O*NET occupations: Chief Executives (11-1011.00). The scenarios below add up to 88.5 hours a week, but they describe different businesses, so do not add them for your own.

ProcessAutomatable todayHours back / week
Meeting notes and action items
Mostly.
75%7.5
Appointment booking
Mostly.
82%7
Speed to lead
Mostly.
65%7
Proposal generation
Mostly.
71%7
Contract generation and e-signature
Mostly.
82%5.5
Client onboarding
Partly, and the automatable part is the part clients notice most.
55%5.5
SOP documentation
Partly.
59%5
Commission tracking
Mostly.
74%5
Invoice creation and sending
Mostly.
83%5
Review requests
Yes, mostly.
72%4.5
Weekly KPI reporting
Mostly.
76%4.5
Marketing attribution reporting
Largely, but only after lead sources are captured properly.
69%4.5
Lead source tagging
Largely.
67%4
Missed-call text back
Yes, mostly.
63%3.5
Quote follow-up
Partly.
51%3.5
Payroll preparation
Largely.
68%3.5
Cash-flow reporting
Largely.
67%3
Overdue payment reminders
Largely.
63%3