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The 15-point operations checklist.
Most growing businesses know something's off in their backend — they just don't know exactly what or where to start. This checklist gives you a structured way to audit your own operations in under 10 minutes.
What you'll assess:
Are your core workflows documented, or do they live in someone's head?
Can a new hire follow your processes without shadowing for weeks?
Do your CRM, invoicing, and scheduling tools share data automatically?
Is every lead tracked from first contact to close (or lost)?
Do you have a defined follow-up sequence for new inquiries?
+ 10 more questions covering finance, scalability, and owner dependency
Used by 50+ businesses
Same diagnostic framework we use in our paid Systems Audit engagements — condensed into a self-service format.
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What's inside
All 15 diagnostic questions
- 01 Are your core workflows documented, or do they live in someone's head?
- 02 Can a new hire follow your processes without shadowing for weeks?
- 03 Do your CRM, invoicing, and scheduling tools share data automatically?
- 04 Is every lead tracked from first contact to close (or lost)?
- 05 Do you have a defined follow-up sequence for new inquiries?
- 06 Can you see your pipeline, revenue, and job status in one place?
- 07 Are client handoffs between team members standardized?
- 08 Is your invoicing connected to your job management system?
- 09 Can your business run for two weeks without the owner?
- 10 Do you know your cost per lead and close rate?
- 11 Are your SOPs updated within the last 6 months?
- 12 Do you have role clarity — does everyone know who owns what?
- 13 Is your financial reporting real-time, or does it happen quarterly?
- 14 Can you scale (take on 30% more work) without adding chaos?
- 15 Do you have a single source of truth for customer data?
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