Are access, assets, expectations, and timelines collected systematically?

Yes, consistently

Partially or inconsistently

No, not currently

Does every onboarding task have a clear owner and deadline?

Yes, consistently

Partially or inconsistently

No, not currently

Are your core services supported by documented workflows?

Yes, consistently

Partially or inconsistently

No, not currently

Can your team see the status of every client deliverable in one place?

Yes, consistently

Partially or inconsistently

No, not currently

Can delivery continue smoothly without the founder’s daily involvement?

Yes, consistently

Partially or inconsistently

No, not currently

Does work follow a documented quality standard before reaching clients?

Yes, consistently

Partially or inconsistently

No, not currently

Is there a clear review and approval owner for every deliverable?

Yes, consistently

Partially or inconsistently

No, not currently

Are recurring mistakes used to improve the underlying process?

Yes, consistently

Partially or inconsistently

No, not currently

Do clients receive reports and updates on a consistent schedule?

Yes, consistently

Partially or inconsistently

No, not currently

Can your team identify at-risk clients before they complain?

Yes, consistently

Partially or inconsistently

No, not currently

Are important client decisions recorded in one central location?

Yes, consistently

Partially or inconsistently

No, not currently

Does every recurring responsibility have one accountable owner?

Yes, consistently

Partially or inconsistently

No, not currently

Can team members make routine decisions without waiting for the founder?

Yes, consistently

Partially or inconsistently

No, not currently

Can a new team member learn their role from existing documentation?

Yes, consistently

Partially or inconsistently

No, not currently

Does every tool in your stack have a clearly defined purpose?

Yes, consistently

Partially or inconsistently

No, not currently

Are repetitive administrative tasks automated where appropriate?

Yes, consistently

Partially or inconsistently

No, not currently

Are automations monitored and assigned to someone when they fail?

Yes, consistently

Partially or inconsistently

No, not currently

Where should we send your detailed recommendations? *

Work email