Discovery check

Discover where everyday admin is taking up your time and where your business could improve.

By admin, we mean everyday tasks such as preparing invoices, organising documents, updating records and following up on messages.

Around 5 minutes. Free, instant results. Use your results to identify priorities and explore where your business could benefit from support.

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What brings you here?

See if Lucasia ONE fits my business

Get help with my business processes. I am not sure which tool I need.

I was invited by Lucasia

Your details

Please enter your name and email address.

These details help us connect your assessment results with your enquiry.

Your name (required)

Email address (required)

About your work

What is your company or trading name? (required)

If you work independently without a trading name, enter your own name.

What is your role? (required)

For example, owner, director, manager or independent professional.

Which option best describes your work?

Choose the closest match. If you run more than one business, answer for the one you want to assess.

Business and creative servicesConsulting, coaching, design, marketing and agency work.

Trades and on-site servicesBuilding, plumbing, electrical work, cleaning and maintenance.

Retail and local servicesShops, salons, barbers and garages.

PropertyEstate agencies, lettings and property management.

Professional practiceLegal, accounting, healthcare and surveying.

Hospitality and eventsRestaurants, cafés, hotels, venues and events.

Other

Please tell us what you do. (if you chose Other)

Question 1 of 20. In a normal week, how much time disappears into admin you did not plan to do?

Question 2 of 20. When a bill or supplier invoice arrives, how is it handled?

It sits in the inbox or a pile

Someone will get to it later

It gets logged, then chased by hand

It has a home, an owner, and a next step the same day

Not applicable to my work.

Question 3 of 20. How do you keep track of follow-up tasks?

I mainly rely on memory.

I make notes, but do not review them consistently.

I use a task list, but some deadlines or responsibilities are unclear.

Tasks have clear deadlines, a person responsible and progress tracking.

Not applicable to my work.

Question 4 of 20. How do you usually prepare your invoices?

Choose the option that best describes your usual approach.

I write each invoice from scratch.

I copy a previous invoice and update the details.

I enter the details into invoicing software.

My system creates the invoice from existing records for me to review.

Not applicable to my work.

Question 5 of 20. If the person who just knows how the week works is off, what happens?

Work stops or slows significantly.

We cover in a rush and some tasks are missed.

Most work continues, with a few gaps.

Someone else can take over.

Not applicable to my work.

Question 6 of 20. On a normal Tuesday, what is the inbox like?

It takes as much time as a second job.

I clear it in bursts, then it builds again.

It is manageable if I stay on it.

It has a regular rhythm and stays that way.

Not applicable to my work.

Question 7 of 20. How do the next few days actually get planned?

In my head, or on the way in.

On a note or in a message thread.

In a calendar, with frequent last-minute changes.

The week is visible and we keep to it.

Not applicable to my work.

Question 8 of 20. Where do the important conversations end up?

They are not written down unless I remember them.

In a message, an email or a notebook.

In a shared place, not always complete.

Written down in one place the same day.

Not applicable to my work.

Question 9 of 20. When a quote, order, or proposal is needed, what happens?

It waits until I have time.

I write it again from scratch each time.

From a template, finished when I can

It has a path from the ask to the send

Not applicable to my work.

Question 10 of 20. How often do you redo the same admin from scratch?

Question 11 of 20. Who is mainly responsible for day-to-day admin?

Question 12 of 20. Which tools and spreadsheets does the business rely on today?

For example email, WhatsApp, spreadsheets, accounting software, or a booking or job system. Which one would hurt most if it vanished tomorrow?