How healthy are your business operations?

18 questions. About 4 minutes. A score across 6 areas of your business with specific recommendations. No signup required.

Question 1 of 18

Area 1 of 6Documentation & SOPsHow well your processes are written down.

How much of your day-to-day work is documented in written procedures or checklists?

Nothing is written down A few things, mostly in my head Some key processes are documented Most processes are documented Everything important has a written SOP

If you were unavailable for two weeks, could your team keep things running from your documentation alone?

No chance, it all lives in my head They would struggle badly They could handle the basics Most things would run fine Yes, everything is documented and accessible

When was the last time you updated or reviewed a process document?

We do not have any Over a year ago 6-12 months ago In the last few months We review them regularly

Area 2 of 6Client ManagementHow you handle enquiries, onboarding, and delivery.

What happens when a new client enquiry comes in?

It depends on the day, no set process I respond when I see it, sometimes late There is a rough process but it is inconsistent There is a clear process I follow each time Fully systemised: auto-response, tracked, followed up

How consistent is your client onboarding experience?

Every client gets something different Mostly consistent but I wing parts of it There is a template but I skip steps It is standardised with a checklist Fully documented, repeatable, and delegatable

How do you track client deliverables and deadlines?

In my head or scattered notes Spreadsheet or calendar reminders A project tool, loosely A project tool with clear structure Fully tracked with statuses, dates, and owner

Area 3 of 6Financial OperationsInvoicing, quoting, and keeping the numbers clean.

How quickly do invoices go out after work is completed?

Whenever I remember, often late Within a week or two Within a few days Same day or next day Automated or templated, goes out immediately

Do you know your gross and net profit margins right now, without checking?

No idea Rough guess I check occasionally I know my gross margin I track both monthly

How do you handle quoting and pricing?

Make it up each time Rough formula in my head Spreadsheet or calculator Standardised rate card Rate card plus automated quote generation

Area 4 of 6Team & DelegationHow work gets assigned and whether it sticks.

When you delegate a task, how often does it come back done correctly the first time?

Rarely, I usually redo it myself Sometimes, but lots of back and forth About half the time Usually correct Almost always, because the process is clear

Do team members know exactly what is expected without asking you?

No, they ask me everything They know some things Most of the time, but gaps exist Yes, roles and expectations are clear Fully documented with SOPs and checklists

How do you handle handovers when someone is on leave or leaves?

Panic and figure it out Verbal handover, hope for the best Basic notes passed along Documented handover process Full SOP library means no handover needed

Area 5 of 6Tools & TechnologyWhether your tools work for you or create more admin.

How many different apps or tools do you use to run your business?

Too many, they do not talk to each other Several, with lots of manual copying A few, somewhat connected A core stack that mostly integrates One or two connected systems that handle everything

Could you explain your tool stack to a new hire in under 5 minutes?

No, even I get confused It would take a long explanation I could explain the main ones Yes, it is fairly simple Yes, it is documented with a tools map

How much time do you spend on manual data entry per week?

Hours every day A few hours a week About an hour a week Very little, most is automated Zero, everything flows automatically

Area 6 of 6Workflow & AutomationWhether your recurring work runs itself or depends on you.

How many of your recurring tasks are automated or templated?

None, I do everything manually One or two things Some recurring work is templated Most recurring work is automated Nearly everything recurring is systemised

When something goes wrong in your operations, how do you find out?

When a client complains When I notice it myself, usually late Someone flags it eventually There is a review process that catches it Automated alerts or dashboards catch it

If your business doubled its clients next month, would your current systems hold?

Absolutely not They would break almost immediately They would strain but limp along They would mostly hold with some manual effort Yes, they are built to scale

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