Find Out What's
Slowing You Down.
A 7-system, 35-question checklist that shows you exactly which operations gaps are costing your business the most time and money right now. Takes under 20 minutes.
- 01CRM and Lead Management5 questions
- 02Automation and Workflows5 questions
- 03SOPs and Documentation5 questions
- 04Project and Task Management5 questions
- 05Financial Systems and Visibility5 questions
- 06Team Onboarding and Communication5 questions
- 07Data and Reporting5 questions
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Seven Systems. Thirty-Five Questions.
Each section covers a core area of your operations. Score each question Yes, Partly, or No. The total shows you where to focus first.
Are leads captured automatically? Does every lead have a follow-up sequence? Can you pull a pipeline report in under two minutes and trust the data?
Can you list every active automation? Has each one been tested end-to-end? Do you have monitoring in place so you know when something fails?
Are your core processes documented and accessible? Could a new hire complete your most important recurring tasks using documentation alone?
Does every active task have an owner and a due date? Can you see the status of all active work without asking anyone?
Can you see revenue, expenses, and cash position without manual reconciliation? Do you know which clients are overdue on payment without searching for it?
Can a new team member become independently productive within two weeks? Does your team have one primary communication channel they actually use?
Can you pull your most important report in under five minutes and trust the numbers? Are reports generated automatically rather than built manually each time?
Total out of 70.
Yes = 2 points. Partly = 1 point. No = 0 points. Add up each section, then total across all seven.
Your systems are in good shape. Focus on your two or three lowest-scoring sections and keep optimising.
You have meaningful gaps that are likely costing you time and money. Prioritise your two lowest-scoring sections immediately.
Your business has significant operational gaps. Start with your single lowest-scoring system and work forward from there.
Common Questions.
A structured set of questions that evaluates the health of your core business operations across seven systems. Each section scores out of 10. The total tells you where your biggest gaps are and what to fix first.
Under 20 minutes for most business owners. The questions are yes/no/partly so there is no lengthy analysis required while you are working through it.
Start with whichever system is causing the most visible pain right now. If leads are falling through, start with CRM. If your team keeps asking the same questions, start with SOPs. The checklist will confirm your instinct and surface gaps you might not have noticed.
Three options depending on your situation and what you find. Fix it yourself using the AI Ops Audit (free) or the AI Systems Playbook ($27). Train your team with the Team Operations Toolkit ($297). Or bring us in with a Systems Assessment (starting at $2,500) to do the work for you.
Want Someone to Fix What the Checklist Finds?
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