Free worksheet for automotive businesses · 20 minutes
Find the job in your shop or showroom worth automating first.
The Monday Morning Audit is a free worksheet for dealerships, repair shops and detailers. It scores the manual jobs in your business, so you know what to automate first, where AI might help, and what to leave alone.
Get the Monday Morning Audit
One email to confirm, one with the worksheet, then a short series of useful emails. Unsubscribe any time. We do not share your address.
- List every repeat job, from lead replies to service reminders.
- Score each one on time, risk and how clear the rules are.
- Pick the one job worth automating first.
Leads arrive from everywhere and get answered from nowhere.
Enquiries come through your website, listing sites, phone calls, texts and social messages, often into different inboxes. The business that replies first usually wins, and the business checking five places rarely replies first.
- Leads from listing sites and your own website end up in different places.
- Booking a service still means a phone call during opening hours.
- The same customer details are typed into more than one system.
- Follow-up after a sale or a service depends on someone remembering.
If two of these sound familiar, the worksheet is for you.
One worksheet. Four steps. One automation decision.
- 01
List it
Write down every repeat job a person does by hand, even the small ones. A prompt list helps you remember the ones nobody mentions.
- 02
Score it
Three questions per job: how much time, how costly is a mistake, how clear are the rules. A simple formula turns it into a priority number.
- 03
Pick one
A decision rule tells you which job to automate first, and a checklist tells you whether it is ready or needs a process fix first.
Plus a worked example, so you can see a finished row before you fill in your own.
Three steps, about twenty minutes.
- STEP 1
Enter your email.
We send one message to confirm it is you.
- STEP 2
Download the worksheet.
Print it. It takes about 20 minutes, and works with any shop or dealer management system.
- STEP 3
Use it on your own.
If you want a second opinion, book fifteen minutes. No deck, no pitch.
Who it helps, and who it does not.
For you if
- You run an independent dealership, repair shop, detailer or specialist automotive business.
- You can name at least three jobs somebody does by hand every week.
- You would rather know what to fix before you pay anyone to fix it.
Not for you if
- You are a franchise dealer locked into a manufacturer-mandated platform. The worksheet still helps with follow-up, but you may not control the tools.
- Nobody on your side could own the tools once they are wired up. Automation needs an owner.
- You want a finished system from a form. The worksheet finds the right job. It does not build it.
Industry
Websites, follow-up and search for automotive
How we help dealerships, repair shops and automotive service businesses: faster lead follow-up, service pages built around customer questions and fewer manual handoffs.
See what we do for automotive (opens in a new tab) →I’m Alex, the designer and builder behind That Guy Sketch in Nashville. I build automations with n8n, and I run my own inquiry follow-up and lead alerts the same way I build them for clients. The worksheet is the method I start with.
Live Creatively
Before you sign up.
What is a business process automation audit?
It is a structured look at the repeat jobs people do by hand, to decide which are worth automating and in what order. The Monday Morning Audit is a do-it-yourself version you can finish in about 20 minutes.
Is this made for dealerships and shops?
It works for any business with repeat manual jobs. This page uses automotive examples, such as lead replies, service booking and follow-up, because that is where many lead and scheduling jobs pile up.
What do I get?
A short PDF worksheet with a worked example, a scoring formula and a decision checklist, plus a one-page scorecard to keep every job in one place. Print them.
Is it really free?
Yes. You get the worksheet for your email address, followed by a short series of emails. You can unsubscribe at any time.
Does it work with our dealer or shop management system?
The worksheet assumes no tools. It works the same whether you use a DMS, a shop system, spreadsheets, a CRM or paper. If you want something built later, we confirm what your system supports before we build anything.
Should I use AI or plain automation?
Sometimes AI, but most jobs on a typical list need better integrations and clearer rules, not AI. The worksheet scores how clear the rules are for each job. Jobs with clear rules usually suit plain automation. Jobs that depend on judgment are where AI sometimes helps, and where a person often stays in the loop.
Find the job worth automating first.
Start with the free automation worksheet. It takes 20 minutes.