Heath Tech Network

Welcome to our Business Systems Assessment!

This short assessment is designed to help you identify how well your current systems support your business. By answering a few questions about your business and technology setup, we'll be able to let you know if we think we can help you. **Please note that we respect your privacy and all information provided here is confidential**
First Name*
Last Name*
Business Name*
Email*
Social Media Handle(s)
Website
How do you currently connect and engage with your clients?*

I use an EDM (Email Distribution Manager) with automated campaignsI manually email clients or use basic email toolsI have social media presence but limited client engagementI don’t have a structured client engagement strategy
How do you currently track client interactions, progress and opportunities?*

I use a comprehensive CRM (Client Relationship Manager) systemI use spreadsheets or documentsI use handwritten notesI don't have a system for tracking this
How do you schedule appointments with clients?*

I use an online scheduling tool (ie Calendly or Acuity)I schedule manually via email or phoneI use a basic calendar appI don’t have a system for scheduling appointments
Do you have a website and domain name?*

Yes, both are professionally set upI have a website but no custom domainI have a domain but no websiteI don’t have either
How do you manage your email marketing?*

I use an email marketing platform with automationI send emails manually from my regular email accountI have a list but haven't started email marketing yetI don’t have an email marketing strategy
How comfortable are you with using new technology?*

Very comfortable, I enjoy learning new techComfortable, I can manage with some helpUncomfortable, I prefer to stick with what I knowVery uncomfortable, I find it stressful
How likely are you to invest in technology and systems to improve your business in the near future?*

Very unlikely, I don't see the need for significant investment in technologySomewhat likely, but I have a tight budgetLikely, but I need to learn more and understand the benefitsVery likely, I understand the importance and am ready to invest
Do you have an automated payment processing system in place?*

Yes, it’s fully automatedI process payments manually but efficientlyI use basic tools for paymentsI don’t have a payment system in place
How do you handle client onboarding and documentation?*

I use automated tools and templatesI have a semi-automated processI handle it manuallyI don’t have a formal onboarding process
How do you store and share business files?*

I use a cloud storage solution (e.g., Google Drive)I use a mix of cloud and local storageI store everything locally on my computerI don’t have a system for file storage
Would you like us to review your customer facing (public) systems & process setup and provide a free report?*

Yes please!No thank you
Is there any further information you would like to share with us?
FOR EXAMPLE: 1) What business stage you are at (getting ready to launch, recently launched, operating for xx years); 2) Elaborate on some of your answers from the quiz; 3) Any particular issues, challenges or queries?
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Welcome to our Business Systems Assessment!