Swift Operations

Free Admin Audit

Tell us about your business and where you are spending too much time on admin. We will put together a personalised plan showing what we can automate and how much time you will save.

Takes about 5 minutes

About Your Business

Your name *

Please enter your name

Business name *

Please enter your business name

Email *

Please enter a valid email

Phone

What does your business do? *

Please select your industry

How many staff? *

Your role *

Where Are You Losing Time?

Which admin tasks take up the most time? * Select all that apply

Quoting and proposals

Invoicing and chasing payments

Client onboarding / intake

Scheduling and job management

Payroll and timesheets

Data entry between systems

Email and follow-ups

Reporting and tracking

Document management

BAS / bookkeeping prep

Roughly how many hours per week does admin take? *

Under 5 hrs

5-10 hrs

10-20 hrs

20-30 hrs

30+ hrs

If you could wave a magic wand and fix one thing about how your business runs day-to-day, what would it be? This helps us understand what matters most to you

What Are You Currently Using?

What tools or software do you currently use? Select all that apply

Xero

MYOB

QuickBooks

Google Workspace

Microsoft 365

CRM (Zoho, HubSpot, etc)

Excel / Google Sheets

Industry-specific software

Paper / whiteboard

Nothing, all manual

If you selected industry-specific software, what is it?

How happy are you with your current tools? *

1Terrible

2Poor

3OK

4Good

5Great

Are you open to adopting new software if it saves you significant time? *

Yes, happy to switch

Maybe, depends

No, fix what I have

Budget and Timeline

Are you looking for a one-off setup or ongoing support?

One-off setup

Ongoing support

Not sure yet

When do you want this sorted?

ASAP

Next month

Next quarter

Just exploring

What tasks do you find yourself doing over and over that you wish happened automatically? This helps us identify the best automation opportunities

Anything else you'd like us to know?

We will review your answers and send you a personalised plan within 48 hours.

Thanks, we are on it

We have received your audit request. You will get a personalised plan within 48 hours. Keep an eye on your inbox.

Your information is only used to prepare your admin audit. We don't share your details with anyone. Privacy Policy