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CKB Level Up · Free interactive tool

Find the gaps.
Finish the intake.

Follow a client from their first inquiry to their next step. Identify what is missing, what can run automatically, and what should stay in your hands.

Guided assessment Email + link opportunities Your judgment stays in charge
Before you begin

Use your own business process, not patient or customer records. No private client names, health information, passwords, or account numbers. Your answers are kept in this browser unless you choose to export them. Clearing browser data removes the saved progress.

CHECKPOINT 1 OF 6

Start with the real process

Think about your latest real inquiry. No software jargon required.

01
Business or service name *
What service is someone requesting when they reach out? *
Where does that person usually start? *
When is an appointment actually confirmed? *

Request received and booking confirmed are two different statuses.

0 of 4 required answers
No extra software required to complete this assessment.

Your report will show what could be automated and which steps should stay under your control.