Operations Readiness Assessment

Complete this 5-minute Operations Readiness Assessment to identify the operational strengths, bottlenecks, and AI opportunities within your business. Based on your responses, we'll recommend the most strategic next step and invite you to book a complimentary Business Strategy Consultation.

Section One: Business Snapshot

What best describes your business? *

How many people are on your team? *

What is your primary role? *

Approximately how many active clients do you serve each month? *

Which best describes your growth stage? *

Revenue Stage *

Section Two: Operational Foundation

Rate each statement:

1 = Strongly Disagree

5 = Strongly Agree

Our business has documented SOPs for recurring tasks *

Strongly DisagreeStrongly Agree

Everyone knows who owns what *

Strongly DisagreeStrongly Agree

Projects rarely fall behind schedule *

Strongly DisagreeStrongly Agree

Client onboarding follows a consistent process *

Strongly DisagreeStrongly Agree

We can quickly find the information we need *

Strongly DisagreeStrongly Agree

Our internal communication is organized *

Strongly DisagreeStrongly Agree

We regularly review business performance *

Strongly DisagreeStrongly Agree

Our operations could support significant growth without breaking *

Strongly DisagreeStrongly Agree

Section Three: Systems & Workflows

Which project management platform do you primarily use? *

How much of your work is still completed manually? *

How often do tasks fall through the cracks? *

How confident are you in your current systems? *

Not confidentVery confident

Are your core business tools integrated? *

Which areas create the most operational friction? *

Section Four: Founder Capacity

Rate each statement:

1 = Strongly Disagree

5 = Strongly Agree

I spend most of my time doing work instead of leading *

Strongly DisagreeStrongly Agree

My team can make decisions without me *

Strongly DisagreeStrongly Agree

I can take a week off without the business slowing down *

Strongly DisagreeStrongly Agree

Delegation is one of my strengths *

Strongly DisagreeStrongly Agree

I know exactly where my biggest bottlenecks are *

Strongly DisagreeStrongly Agree

How many hours each week do you spend on administrative or operational work? *

Section Five: AI Readiness

Rate each statement:

1 = Strongly Disagree

5 = Strongly Agree

Which AI tools do you currently use? *

Approximately how many repetitive tasks are completed each week? *

Do you currently use AI as part of your daily workflows? *

If AI could save you 10 hours each week, where would you use that time? *

Which areas are you most interested in improving with AI? *

Do you have documented workflows that AI could reference? *

How interested are you in implementing AI over the next 12 months?

Not InterestedVery Interested

What is the biggest operational challenge preventing your business from growing right now? *

If you could solve one operational challenge in the next 90 days, what would it be? *