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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
The same 15-point framework behind our paid diagnostic work — condensed into a self-service format.
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What's inside
All 15 diagnostic questions
- 01Are your core workflows documented, or do they live in someone's head?
- 02Can a new hire follow your processes without shadowing for weeks?
- 03Do your CRM, invoicing, and scheduling tools share data automatically?
- 04Is every lead tracked from first contact to close (or lost)?
- 05Do you have a defined follow-up sequence for new inquiries?
- 06Can you see your pipeline, revenue, and job status in one place?
- 07Are client handoffs between team members standardized?
- 08Is your invoicing connected to your job management system?
- 09Can your business run for two weeks without the owner?
- 10Do you know your cost per lead and close rate?
- 11Are your SOPs updated within the last 6 months?
- 12Do you have role clarity — does everyone know who owns what?
- 13Is your financial reporting real-time, or does it happen quarterly?
- 14Can you scale (take on 30% more work) without adding chaos?
- 15Do you have a single source of truth for customer data?
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