OPERATIONAL EFFICIENCY ASSESSMENT
Our operational efficiency assessment is designed to evaluate the integrity of your current business infrastructure. We’ll score you on 4 critical infrastructure components:
  • Systems & Processes
  • Team
  • Leadership
  • Technology
At the end, we’ll provide a one-page report with valuable operational insights into your organization’s current state. With this report you’ll have actionable intel for process improvement.
PLEASE ALLOW 10 MINUTES TO COMPLETE THE ASSESSMENT
START

Let’s get some basic info on your organization before we dive in

What is your role?




How many full-time employees work with your agency including yourself?




How many full time/part-time contractors work with your agency




What are your agency’s annual revenues





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Please answer the following.

1 being Strongly Disagree - 5 being Strongly Agree

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 Strongly DisagreeDisagreeNeutralAgreeStrongly Agree
1. Our lead qualification process utilizes software automation.
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2. We utilize digital documentation software allowing clients to easily view, sign and remit payments quickly
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3. We have an automated follow-up system for every prospect.
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4. We effectively utilize a Customer Relationship Management (CRM) system.
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5. There is an established client onboarding process that is clearly documented in an SOP.
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6. Each client is provided with a clearly defined Scope Of Work that is signed off before starting.
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7. We know exactly what stage of the completion process each client's project is in at any given time.
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8. We always complete client work on time, on budget and with a high rates of satisfaction.
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9. Our clients feel we communicate effectively and they are always in the know.
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10. We have a documented process on how to deal with client conflict resolution.
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11. Our leadership team meets at least once a month to discuss strategy and execution
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12. We have an accounting system in place managed by a financial professional.
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13. Leadership consistently reviews the income statement, balance sheet and cash flow statements.
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14. We have effective accounts payable and receivable processes in place.
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15. We have outlined Key Performance Indicators (KPIs) for each role within the company.
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16. I personally review company Key Performance Indicators (KPIs) and other critical analytics at least once per month.
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17. There are established and specific KPIs that support our business objectives
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18. I spend more time daily working on the big picture than on day-to-day operations.
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19. I’m very rarely called in to put out “fires” in the business
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20. I know exactly the areas we could improve in our business and are already executing on making those changes.
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21. There is a clearly established onboarding process for new team members.
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22. A training program/process is in place to get new team members up to speed.
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23. I’m happy with the overall level of communication in our organization.
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24. Our team members feel comfortable expressing feedback and suggestions on how things could be done better and have done so.
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25. Our people are empowered to make decisions because they know our policies and procedures.
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26. Each team member knows and can articulate the company's quarterly objectives.
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27. Everyone knows exactly what they are working on and what's expected of them at all times.
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28. We have weekly stand up meetings with each team member.
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29. I’d feel comfortable taking a vacation for two weeks knowing the business is in good hands.
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30. We have a defined interview process to qualify candidates.
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31. There are checklists and resources available to ensure tasks are completed properly.
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32. Our people know how to find answers efficiently without having to ask me.
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33. Software and technology tools take care of repeatable processes automatically
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34. We have documented processes for repeatable tasks
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35. I am confident that all of our systems and processes are working effectively.
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36. Someone is responsible for looking at our systems and evaluating them for operational inefficiencies
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37. We consistently look for ways to be more efficient in our business
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38. Our system and process documents are all housed in an easily accessible centralized hub.
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39. There are pre-made templates available for frequently used documents
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40. Standard Operating Procedures are written for each role within the company
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  • Congratulations!
    You've completed the systems assessment. While we compile the report, please provide the following information to view valuable operational insights into your company.
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