Executive Operations Scorecard

Purpose: Diagnose inefficiencies, revenue leakage, and scalability risk across core growth pillars.
Instructions: Complete all questions and Submit to receive your strategic performance score and recommendations.

Full Name *

Email *

Company *

Introduction

This assessment gives you a clear snapshot of how your business performs across revenue capture, automation, and operational efficiency — and where growth is quietly getting blocked. Answer honestly and objectively; the more accurate your responses, the more powerful the insights.

As a thank-you for completing it, we’ll review your results and deliver a FREE audit report, including your your business at a glance overall score, technology stack review, Google Business Profile insights, local listings check, and online reputation analysis.

In a few minutes, you’ll see exactly where opportunity is hiding — and how smarter systems can unlock it. Let’s get started.

1. Revenue Capture & Lead Leakage

How confident are you that no qualified leads fall through the cracks? *

We rely on manual follow-ups and spreadsheets.

We track most leads, but responses are inconsistent.

Our CRM automates reminders and basic nurture flows.

Every lead is routed, nurtured, and escalated automatically across channels.

2. Speed to First Response

How quickly do prospects typically receive a response? *

When someone has time.

Same day in most cases.

Within a few hours through templated replies.

Instant automated reply plus a scheduled follow-up sequence.

3. Pipeline Visibility

How clearly can you see your true revenue pipeline at any given moment? *

It’s mostly guesswork.

We review it in meetings but it’s often outdated.

We have dashboards that are manually updated.

Real-time dashboards show stage conversion, ROI, and bottlenecks automatically.

4. Customer Journey Automation

How orchestrated is your end-to-end customer journey? *

Every step is handled manually.

We automate a couple of touchpoints.

Most lifecycle milestones trigger communications.

Fully orchestrated — automated onboarding, upsells, reactivation, and retention.

5. Missed Revenue Opportunities

How proactively do you recover lost deals and inactive customers? *

We rarely follow up once they go cold.

We occasionally run re-engagement emails.

We have periodic reactivation campaigns.

We run automated win-back, abandoned-deal, and re-nurture sequences continuously.

6. Task Assignment & Accountability

How are tasks routed across your team? *

Whoever notices handles it.

Managers manually assign tasks.

System-triggered tasks exist but aren’t standardized.

Rules-based workflows assign, escalate, and track accountability automatically.

7. Lead Qualification

How consistent is your qualification process? *

It varies by person.

We loosely follow criteria.

We use forms and scripts for consistency.

Automated scoring prioritizes readiness and routes high-intent leads instantly.

8. Follow-Up Sequences

How structured is your follow-up strategy? *

Mostly ad-hoc.

Basic email templates.

Multi-step email automation.

Multi-channel sequences (SMS, email, voicemail, DM) with behavior triggers.

9. Marketing & Sales Alignment

How aligned are your marketing campaigns with sales execution? *

They operate separately.

We occasionally sync updates.

Shared reporting exists with some collaboration.

Unified strategy, shared KPIs, and integrated tech stack driving one pipeline.

10. Data-Driven Decision Making

How often do you make decisions based on real operational data? *

Rarely — intuition leads most decisions.

We review metrics monthly.

We track metrics weekly and adjust.

Real-time dashboards inform rapid, data-driven decisions organization-wide.

11. Customer Experience Consistency

How consistent is the client experience across your organization? *

Highly inconsistent.

Some teams deliver consistently.

Documented processes exist for key touchpoints.

Standardized, automated, and monitored CX at every stage.

12. Upsell & Cross-Sell Strategy

How intentionally do you grow revenue from existing customers? *

Not a defined strategy.

Sales occasionally brings it up.

We run periodic offers.

Automated lifecycle campaigns identify and drive expansion opportunities.

13. Reputation & Reviews

How do you manage reviews and online reputation? *

We don’t manage it consistently.

We ask occasionally after projects.

We have a basic review campaign.

Automated review requests, monitoring, and response workflows.

14. Operational Scalability

If demand doubled tomorrow, how prepared would your operations be? *

We’d struggle significantly.

We’d manage, but quality would slip.

We could handle growth with effort.

Systems, automations, and workflows scale seamlessly.

15. Technology Utilization

How effectively do you leverage automation tools? *

Mostly unused or fragmented tools.

We automate a few repetitive tasks.

Automation supports core workflows.

Automation is a strategic growth engine across the organization.

16. Executive Oversight

How confident are you that leadership has full operational visibility? *

Leaders rely on anecdotal updates.

Leadership receives periodic reports.

We review dashboards in leadership meetings.

Leadership monitors live performance metrics across all key functions.