Your free Business Snapshot

E Owner dependence

1. Question 1 of 13How much of the business runs through you?

   1 Everything runs through me: hiring, scheduling, follow-ups, marketing, the crisis calls 2 Most decisions and problems still land on me 3 Some things run without me, but I'm still the bottleneck 4 The team handles the day-to-day; I step in for the big things 5 The business runs day to day without me
2. Question 2 of 13When did you last take a day off with your phone quiet?

   1 I can't remember 2 I take days off, but my phone never stops 3 Now and then, if I plan for it weeks ahead 4 Most months, with a call or two I still have to take 5 Regularly: the business runs without me

B Direction & plan

1. Question 3 of 13Do you have a written picture of where the business is now and where you want it to be?

   1 Not at all 2 Only in my head 3 Some goals are written down 4 A written plan we rarely use 5 A written roadmap with priorities we work from

C People systems (HR)

1. Question 4 of 13Are the roles in your business written down as position descriptions?

   1 No, the roles live in my head 2 Job titles only, nothing written 3 Some roles are written, but out of date 4 Most roles have current position descriptions 5 Every role has a current position description and a code of conduct
2. Question 5 of 13When you hire someone new, how are they hired and trained?

   1 We hire in a rush and train on the fly 2 Ads and interviews, but no set process 3 Some templates, but no training plan 4 A hiring process and a basic training plan 5 A full hiring package and training flowcharts every new person follows
3. Question 6 of 13When someone on your team isn't doing their job, what usually happens?

   1 I avoid it and hope it fixes itself 2 I put off the conversation for weeks 3 I deal with it when it boils over, with no set process 4 I talk to them, but nothing is written down 5 We follow a clear, fair written process

C Operations systems

1. Question 7 of 13Are day-to-day tasks written down as step-by-step checklists?

   1 None, it's all done from memory 2 A few notes here and there 3 Some key tasks are written down 4 Most core tasks have checklists 5 Every key task has a checklist staff actually use
2. Question 8 of 13Do staff and managers have manuals to follow (procedures, performance reviews, discipline, succession)?

   1 No manuals 2 Bits and pieces in emails and files 3 A staff manual, nothing for managers 4 Staff and manager manuals, partly up to date 5 Current staff and manager manuals, including succession

D CRM & client follow-up

1. Question 9 of 13How do you keep track of clients, leads and follow-ups?

   1 In my head, texts and sticky notes 2 A spreadsheet or inbox I mostly keep up 3 A CRM we use inconsistently 4 One system with pipelines the team uses 5 One CRM with automated follow-ups and task reminders

D Website & content

1. Question 10 of 13Does your website say what you do, who you serve and how to reach you, and send inquiries straight into your system?

   1 We don't have a website 2 We have one, but it's out of date 3 It's accurate, but inquiries come in by email or phone only 4 It's clear and has a contact form 5 It's clear, and inquiries land straight in our CRM
2. Question 11 of 13How do your social media posts and marketing content get done?

   1 They don't 2 I post when I find the time 3 Someone posts, with no plan 4 We follow a content plan most weeks 5 A planned, scheduled library of posts, approved before anything goes out

D Admin & AI workflows

1. Question 12 of 13How much of your week goes to admin: paperwork, job ads, offer letters, meeting notes, routing tasks?

   1 Most of my week 2 Many hours a week, all by hand 3 Some hours a week, with a few templates 4 Some of it is automated 5 Mostly handled by templates and automations we review

D Delivery consistency

1. Question 13 of 13Does every client get the same experience, whoever on your team delivers it?

   1 It depends entirely on me 2 It depends on who's working 3 Mostly consistent, but nothing is written down 4 Templates and timelines cover most of it 5 Every engagement runs the same way, start to finish