Basics
Name
First Name
Last Name
Email
Business Name
Your Role
Ex. Founder/Director/Marketing Manager
Describe your business in a few sentences
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More Basics
What are your major goals for the next 12-24 months? (Select all that apply)
Decrease dependency on certain individuals
Empower teams to solve their own problems
Creating a single source of truth
Scaling up in an efficient manner
Running a lean & efficient business
Delivering consistent output to the clients
Increasing reveunue/profits
Run business on auto-pilot mode
Other
Select the key problems that you currently face within your business (Select all that apply)
Lack of coherence between teams/repeated efforts by different teams
The decisions are dependent on decision makers, often creating a bottleneck
Lack of clarity of tasks among team members
Lack of visibility of data (sales/finance/inventory) for decision makers
Lack of progress tracking
Lack of knowledge of workload
Unorganized content or media
Often switching between different tabs for a single task
Lack of automation
Delay in client communication/grievance handling
Scattered ideas/communication
Unorganized order processing
Other
How many departments is your team divided into? (Select all that apply)
Product
Sales
Marketing
Operations
Finance
Customer Support
Everybody wears multiple hats
Other
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Communication & Collaboration
How do teams within your organization currently communicate and collaborate?
Emails/Calls
Collaboration/Project Management Tools
A mix of both
Other
Are there any challenges in maintaining effective communication between different departments or teams?
Yes
No
How do you handle external communication, especially with clients, partners, or stakeholders?
Emails/Calls
Client Portals/Project Management Tools
A mix of both
Other
Do you have a system in place for collecting and analyzing customer feedback?
Yes
No
Are there any pain points in your current customer relationship management processes?
Yes
No
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Tools
How do you currently manage your business?
Pen & Paper/To-do Lists
Spreadsheets
Project Management Tool
Multiple tools that are fully integrated
It's all in my head
How many tools or software solutions are currently in use for core business operations?
1-3
4-6
7-10
More than 10
Name the tools that you use in your business
How much do the tools cost you on an annual basis?
Less than $100
$101-$1000
$1001-$5000
More than $5000
Are you maximising the potential of your existing tech stack?
Yes
Almost
Somewhat
No
How open is your organization to embracing new technologies and solutions?
Very open
Somewhat open
Neutral
Resistant
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Business Processes
How would you describe your current approach to handling key business processes?
Mostly manual
A mix of manual and digital
Primarily digital
Fully automated
Have you identified any tasks that are monotonous in nature which you feel can be automated?
Yes
No
Are there any scalability challenges you anticipate as you grow?
Yes
No
I am not sure
How do you plan to adapt your processes to accommodate growth?
No specific plan
Incremental process improvements
Full-scale process optimization
Are there specific business processes causing challenges in terms of efficiency and productivity?
Yes
No
How do you currently identify and address inefficiencies in your operations? (Select all that apply)
Periodic reviews
Continuous improvement initiatives
Reactive problem-solving
Not addressed systematically
Do do you track performance and key metrics?
Yes
No
How data driven is your decision making?
Not at all
Somewhat
Mostly
Entirely
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Team
What's your current team size?
Do you know what your team is working on at each point?
Yes
No
How do you ensure that your team is up-to-date with the latest processes?
No specific measures
Internal knowledge-sharing
Periodic external training
Continuous learning programs
If a team member has to suddenly leave, what processes do you have?
No formal offboarding process
Basic exit interview and handover of tasks
Documented offboarding checklist covering tasks, access revocation, and knowledge transfer
Comprehensive offboarding program including knowledge capture, exit interviews, and transition support
How much time does it take you to train a new hire?
A few hours
A couple days
A few weeks
A couple months
How do you train new hires?
No formal training process
Informal shadowing or mentorship
Structured onboarding program with assigned tasks & resources
Comprehensive training program with dedicated training modules & assessments
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