Business Efficiency Scorecard

Business Efficiency Scorecard

Find Out Where You're Losing Time & Money
Introduction
Running a small business comes with its fair share of challenges, and sometimes, the biggest inefficiencies are the ones you don’t even notice. That’s where the Business Efficiency Scorecard comes in!

In just a few quick questions, you’ll get a clear picture of how your business is doing when it comes to organization, automation, client engagement, and overall efficiency—all the things that impact your bottom line and ability to grow.

At the end, you’ll get a breakdown showing:
✅ What’s running smoothly in your business
✅ Where hidden inefficiencies might be draining your time and money
✅ Your next best steps to streamline operations and scale with confidence

Think of it as a business check-up—quick, insightful, and designed to help you work smarter, not harder. Ready to see where you stand? Let’s dive in!

Tell Me About Your & Your Business

Let me know a bit about you to personalize your efficiency assessment results.
First Name *
Last Name*
Email*
example@example.com
Business Name*
Phone Number
Please enter a valid phone number.
Which of these business personas best describes your current situation?*

Aspiring Alex: Part-time business or side-hustle while working another jobStartup Sarah: Full-time business but still establishing consistent systems and revenueGrowing Grace: Established business with consistent revenue, looking to scale and optimize operationsReinventing Ryan: Established business undergoing significant changes or pivots

Great! Let’s See How Efficient Your Business Really Is

You're about to assess your business across the four key areas of the C.O.R.E. Framework:

🔹 Clean Data & Clear Filing (How well you organize and manage information)
🔹 Optimize & Automate (How efficiently your systems and tools support your workflow)
🔹 Relationships & Revenue Growth (How you engage clients and drive business success)
🔹 Efficiency & Financial Mastery (How well your operations support profitability and scalability)

For each question, just pick the option that best reflects your current reality—no need for perfection here! This is all about spotting opportunities to work smarter and grow stronger.

Let’s kick things off with how you organize your business information…

Clean Data & Clear Filing

This section evaluates how you organize and manage your business information and systems. Successful businesses have structured approaches to data management, clear goals, and organized digital and physical workspaces that eliminate chaos and support efficient decision-making.
How would you describe your business file organization system?*

I'll be honest - my files are all over the place! I have stuff in my email, on my computer, in the cloud... finding things is always an adventure.I have a basic system, but it's not perfect. I generally know where things are, but it still takes me a while to hunt down specific documents sometimes.I've got this down! My files have clear names, consistent folders, and I can find what I need in seconds. It's one of the things that keeps me sane.
How do you track your business goals and priorities?*

Goals are mostly in my head. I have a general idea of what I want to accomplish, but I don't really write them down or track them formally.I set goals and write them down, but I don't always review them regularly. Sometimes I forget what I was aiming for until weeks later!I have a structured approach with specific metrics and regular check-ins. I always know exactly where I stand on my key priorities and goals.
How do you manage your daily tasks and priorities?*

I mostly react to whatever seems most urgent at the moment. My day often gets hijacked by unexpected things that pop up.I make to-do lists, but I don't always stick to them. It's easy to get pulled into other people's priorities or get distracted by 'fires' that need putting out.I use a system to prioritize tasks based on importance and deadlines. I block time for important work and protect it from interruptions.
C_Score (for Clean Data & Clear Filing)

Optimize & Automate

This section evaluates how you organize and manage your business information and systems. Successful businesses have structured approaches to data management, clear goals, and organized digital and physical workspaces that eliminate chaos and support efficient decision-making.
How much of your client communication is automated?*

Almost none. I handle each email, reminder, and follow-up manually as I think of it or have time."I've created some templates for common emails, but I still manage most follow-ups and check-ins by hand.I've set up systems that automatically handle routine communications, reminders, and follow-ups.
How do you handle appointment scheduling?*

It's usually a back-and-forth of emails or calls to find a time that works. It can take days sometimes just to get a meeting on the calendar!I use a scheduling tool, but I still find myself manually coordinating certain appointments or making exceptions to my availability.My scheduling is completely automated. People book directly on my calendar through a link, and it syncs with my availability across all platforms.
How clearly defined are your business processes?*

Most of my processes exist only in my head. I handle things differently each time depending on the situation.I have some processes documented, but many still rely on me remembering what to do. New situations often require figuring things out from scratch.I have clear, documented SOPs for all core functions. Anyone could follow the steps and get consistent results.
O _ Score (for Optimize & Automate)

Relationships & Revenue Growth

This section evaluates how you manage client relationships and generate consistent revenue. Strong businesses have systematic approaches to client communication, follow-up processes, and relationship development strategies that drive sustainable growth.
How do you track client interactions and follow-ups?*

Mostly I try to remember who I need to contact. Sometimes things fall through the cracks when I get busy.I keep basic notes or a spreadsheet, but my system isn't very sophisticated. I sometimes have to search through emails to recall previous conversations.I use a CRM that tracks all interactions and automatically reminds me of important follow-ups.
How consistent is your client onboarding process?*

Each client experience is different. I usually wing it based on what seems right at the time.I follow a similar approach for most clients, but it's not formally documented, and I sometimes forget steps or do them in a different order.Every client goes through the same thoughtfully designed experience. It's documented, consistent, and ensures everyone gets the same great first impression.
How do you manage ongoing client relationships?*

I'm mostly reactive – I respond when clients reach out to me with questions or needs.I try to check in occasionally, but it's not systematic. Sometimes I realize it's been months since I've touched base with certain clients.I have a planned schedule of regular touchpoints and value-adds that keep me top-of-mind. Clients hear from me at strategic intervals, not just when there's a problem.
R_Score (for Relationships & Revenue Growth)

Efficiency & Financial Mastery

This section measures your operational efficiency and financial management practices. Profitable businesses have clear processes, effective delegation systems, and strong financial controls that maximize productivity and protect profitability.
How regularly do you track and review your key business metrics (revenue, expenses, profit margins, etc.)*

I don't really track metrics beyond checking my bank account to make sure I can pay the bills. The numbers aren't my strong suit.I have basic tracking for revenue and expenses, but I don't analyze trends or use metrics to guide my decisions very often.I have a dashboard of key metrics that I review weekly/monthly. These numbers guide my strategic decisions and help me spot opportunities early.
How do you manage your business finances?*

My business and personal finances get mixed together a lot. I sort things out at tax time, but it's always stressful.I have separate accounts for business, but my financial planning is pretty basic. I don't always know my true profit margins or have a clear budget.I follow a structured system with dedicated accounts for different purposes. I know exactly where I stand financially at all times.
How effectively do you delegate or outsource tasks?*

I handle almost everything myself, even tasks I don't enjoy or aren't good at. It's hard for me to let go of control.I delegate occasionally, but often find myself jumping back in or redoing work. Sometimes it feels easier to just do it myself.I have a clear system for deciding what to delegate based on my strengths and the value of my time.
E_Score (for Efficiency & Financial Mastery)
Total_Score (for the grand total)

Would you like to receive valuable business efficiency tips and resources via email?*

Yes, please send me efficiency tips and resourcesNo, just my scorecard results for now
By selecting 'Yes,' you agree to receive business efficiency tips, productivity strategies, system templates, automation resources, and occasional information about business growth programs and services. You can unsubscribe at any time. Your information will never be shared or sold.
Efficiency Master

30-36 points
Operational Struggler

20-29 points
Efficiency Emergency

12-19 Points
Should be Empty:

Business Efficiency Scorecard

Introduction

Tell Me About Your & Your Business

Clean Data & Clear Filing

Optimize & Automate

Relationships & Revenue Growth

Efficiency & Financial Mastery

Efficiency Master

Operational Struggler

Efficiency Emergency