Instructions:

Answer each question based on your current business operations. At the end of the assessment, you will receive a customized report with action items to improve your business efficiency to reduce time, errors, costs, and therefore an increase in profits.

First Name

Email *

Organization / Company Name

What is your business industry? *

# of employees and contractors, including you *

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Q1. Do you find that tasks are often repeated or require more steps than necessary to complete? *

A) It's rare for us to encounter repetitive tasks or unnecessary steps in our operations, but we're always looking for ways to improve

B) We occasionally notice some tasks could be streamlined or are unnecessarily complex, but we haven't systematically addressed these issues

C) Yes, many tasks in our operations are repeated or involve more steps than seem necessary, leading to inefficiencies and wasted time

D) We're not sure if our tasks involve unnecessary repetition or steps; we haven't analyzed our processes in that detail.

Q2. Your Customer Service activities are: *

A) Largely automated (e.g., advanced CRM, chatbots) but some manual processes persist:

B) Some automation (e.g., basic CRM, email templates) but significant manual work remains

C) Mostly manual processes (e.g., phone calls, handwritten notes)

D) Not yet evaluated

Q3. Your Sales and Marketing activities are: *

A) Largely automated (e.g., marketing automation platforms, AI-driven lead scoring) but some manual processes persist:

B) Mostly manual processes (e.g., manual lead tracking, physical marketing materials)

C) Some automation (e.g., email marketing software, social media scheduling) but significant manual work remains

D. Not yet evaluated

Q4. Your Billing and Invoicing activities are: *

A) Largely automated (e.g., integrated billing systems, automated payment processing) but some manual processes persist

B) Some automation (e.g., basic invoicing software, digital payments) but significant manual work remains

C) Mostly manual processes (e.g., paper invoices, handwritten receipts

D) Not yet evaluated

Q5. Your Service Delivery and Reporting activities are: *

A) Largely automated (e.g., comprehensive service management systems, automated reporting tools) but some manual processes persist

B) Some automation (e.g., digital forms, basic service management software) but significant manual work remains

C) Mostly manual processes (e.g., handwritten service reports, paper-based checklists)

D) Not yet evaluated

Q6. Do you have documented standard operating procedures (SOPs) that your team can follow?

A) Yes, we have complete and accessible SOPs, but we want to improve and automate where possible

B) We have complete SOPs, but they are not easily accessible to everyone

C) We have some SOPs, but they are not complete or organized

D) No, we don't have any documented SOPs:

Q7. Are your team members clear on their roles, responsibilities, and how their work impacts the overall business goals? *

A) Each team member is very clear about their specific roles and responsibilities. They also have a strong understanding of how their work directly impacts our business goals and objectives, which motivates them to perform at their best.

B) Our team members are clear on their roles and responsibilities and understand how their work contributes to our business goals, though there's room for deeper engagement and connection with the broader mission

C) Our team members have a general idea of their roles and responsibilities, but there are areas of ambiguity that sometimes cause overlap or confusion.

D) Our team members are not clear on their roles and responsibilities, nor do they understand how their work impacts the overall business goals.

Q8. Do you think your time is being used as efficiently as possible? *

A) Yes, we are very efficient with our time.

B) We are fairly efficient with our time, but there's room for improvement.

C) We try to be efficient with our time, but often struggle.

D.) No, we often feel that our time is not being used effectively.

Q9. Do you think your budget is being used as efficiently as possible? *

A) Yes, we are very efficient with our budget.

B) We are fairly efficient with our budget, but there's room for improvement.

C) We try to be efficient with our budget, but often struggle.

D) No, we often feel that our budget is not being used effectively.

Q10. Do you think your team is being used as efficiently as possible? *

A) Yes, we are very efficient with our team.

B) We are fairly efficient with our team, but there's room for improvement.

C) We try to be efficient with our team, but often struggle.

D) No, we often feel that our team is not being used effectively.

Q11. How would you rate your business ability to adapt to new technologies or processes?

A) We are very good at adapting to new technologies and processes, and we implement them quickly and efficiently

B) We are generally good at adapting, but sometimes face challenges in fully integrating new technologies or processes

C) We struggle to adapt to new technologies or processes, and it often takes a long time for us to implement changes.

D) We find it very difficult to adapt to new technologies or processes, and usually stick to our traditional methods.

Q12. Do you experience difficulties in maintaining a consistent level of service as your business grows? *

A) We've not experienced difficulties in this area; our approach to service consistency scales well with our growth.

B) We rarely experience difficulties in maintaining a consistent level of service, even as we grow.

C) We occasionally face issues with service consistency during periods of rapid growth or significant change.

D) Yes, we often struggle to maintain service consistency as we grow, facing challenges in scaling our operations effectively.