How often do tasks or deliverables fall through the cracks?
Rarely — we run like clockwork.
Occasionally - we catch issues quickly.
Sometimes - it's frustrating but manageable.
Often - things get lost or delayed.
Constantly - it's chaos.
Are your core workflows (fulfillment, client delivery, admin) documented
Yes, everything’s mapped and up to date.
Some are, but not all.
Not really. It’s all in people’s heads.
When someone new joins the team, how quickly can they get up to speed?
Instantly! We have onboarding SOPs.
Within a week or two.
It’s a long learning curve.
We rely on shadowing and trial/error.
How consistent are your leads week-to-week?
Steady flow - predictable and measurable
Somewhat consistent
Sporadic - good months and bad months
Inconsistent - it's feast or famine
How automated and trackable is your lead nurture process?
Fully automated and optimized
Partially automated, but still manual follow-up
Mostly manual and reactive
Do you know your conversion rates from lead → booked call → sale?
Yes, and we track them monthly
We have rough estimates
Not really
How standardized is your client onboarding process?
Every client goes through the same smooth process.
We have steps, but not always followed.
It’s customized every time.
How do you track client deliverables and deadlines?
Centralized system
Some structure but mostly ad hoc.
We rely on email or chat
How often do clients ask for status updates?
Rarely - they always know where things stand
Occasionally
Constantly - we’re always updating them
How many hours per week do you spend in client delivery or admin?
<10 hours
10-20
20-30
30-40
40+
How often do you feel you’re the bottleneck?
Rarely - I've delegated efficiently
Sometimes
Often - everything runs through me
Do you have a clear vision and roadmap for scaling your operations?
Yes, we know our next 3-5 steps
Somewhat - it's in my head
No, we're mostly reacting
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