The first step is to look at the specs. Quoting specs on a system is something the owner should do within seconds (as you alluded to in your point #1). Then it takes another second or so of reasoning to see if the system is able to run Windows 7 or not.
I don't even run Adviros on systems anymore, or instruct anyone else to do so. The proof is in the specs. THAT is gospel, so it easily trumps what some little software app will randomy guess at. To somone who's not tech savvy, the results can be very misleading, which is yet another major reason why I avoid recommending it.
You follow your own methods personally, but when making recommendations for others, stick to the best answers. Knowing the specs is crucial for that. Upgrade Advisor doesn't give any accurate info, such as my printer example. If you use that as your primary decision maker, you won't be giving out accurate or valid advice. Use knowledge and experience over an app.