Basics
Name
First Name
Last Name
Email
Business Name
Your Role
Ex. Founder/Director/Marketing Manager
Describe your business in a few sentences
Back
Next
More Basics
What are your major goals for the next 12-24 months? (Select all that apply)
Scaling up in an efficient manner
Establishing a single source of truth for data and operations
Operating a lean and efficient business model
Decreasing reliance on specific individuals for decision-making
Empowering teams to autonomously solve challenges
Consistently delivering high-quality output to clients
Increasing revenue and profitability
Streamlining business operations for semi-automation
Other
Select the key problems that you currently face within your business (Select all that apply)
Lack of coordination between teams leading to duplicated efforts
Decision-making bottleneck due to reliance on specific individuals
Unclear task assignments among team members
Limited visibility of critical data (sales, finance, inventory) for decision-making
Inadequate progress tracking mechanisms
Insufficient understanding of workload distribution
Disorganized content or media assets
Excessive task-switching across multiple platforms
Insufficient automation of repetitive tasks
Delays in client communication and grievance resolution
Dispersed ideas and communications within the team
Inefficient order processing workflows
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
Back
Next
Team
What's your current team size?
How do teams within your organization currently communicate and collaborate?
Emails/Calls
Collaboration/Project Management Tools
A mix of both
Other
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
Have you identified any tasks that are monotonous in nature which you feel can be automated?
Yes
No
Back
Next
Task Assignment & Prioritization
Can you effectively communicate the bigger picture to your team members?
Yes
No
Are team members consistently aware of their assigned tasks?
Yes
No
Do you have clear visibility into the ongoing tasks of your team?
Yes
No
Are you always aware of critical tasks waiting on your action?
Yes
No
Are important deadlines synchronized with team members' calendars to prevent missed deadlines?
Yes
No
Do you have a mechanism in place to prioritize tasks based on urgency and importance?
Yes
No
Back
Next
Content Management
Do you utilize content marketing to promote your campaigns?
Yes
No
Can you effectively repurpose the content you create?
Yes
No
Do you have a systematic approach to managing media assets within your company?
Yes
No
Do you track the performance of your content?
Yes
No
Do you ensure consistency in messaging and branding across different content channels?
Yes
No
Back
Next
Order & Inventory Management
Do you provide a seamless experience from order creation to fulfillment for your clients?
Yes
No
Do you offer a smooth process for refunds/replacements to your clients?
Yes
No
Do you have efficient internal processes for order fulfillment?
Yes
No
Do you maintain a clear trail of order stages to resolve grievances quickly?
Yes
No
Back
Next
Campaigns & Event Management
What types of campaigns does your company run? (Select all that apply)
Product launches
Seasonal promotions
Brand awareness campaigns
Sales events
Influencer collaborations
Social media campaigns
Other
Do you sometimes overlook minor details when planning a campaign?
Yes
No
Can you consistently deliver a unified brand experience to customers in each campaign?
Yes
No
Can you measure the success of your campaigns and events?
Yes
No
Back
Next
Dashboards
Do you have a comprehensive overview of all departments?
Yes
No
Can you easily view your sales pipeline at a glance?
Yes
No
Can you quickly access your sales figures?
Yes
No
Can you easily monitor your inventory status?
Yes
No
Can you readily access your financial data?
Yes
No
Do you collect and analyze data to inform decision-making?
Yes
No
Back
Next
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
Submit
Should be Empty: