Calm Ops Audit - Julia Blair

Take the Calm Ops Audit and uncover the 2-3 backend fixes that will create the biggest relief this month. 10 minutes. Clear next steps.

Client Journey & Delivery

1 - No process at all2 - Very ad hoc / varies each time3 - Some steps are consistent, others not4 - Mostly consistent with a few gaps5 - Fully consistent, smooth every time

1 - Totally inconsistent / reinventing each time2 - Usually messy or delayed3 - Mostly happens, but not always the same4 - Standardised for most clients5 - Fully streamlined and reliable

1 - They’re often confused / I’m repeating myself2 - I try, but it’s unclear or patchy3 - Sometimes clear, sometimes not4 - Usually clear with minor improvements needed5 - Always clear, predictable, and professional

1 - I have nothing in place2 - Sometimes I remember, sometimes not3 - A few templates but not consistent4 - Mostly systematised, small tweaks needed5 - Always consistent, polished and repeatable

1 - No rhythm at all, I wing it2 - Very irregular — depends on the day3 - Somewhat consistent but not reliable4 - I have a routine that mostly works5 - Clear rhythm, solid and dependable

1 - Everything lives in my head2 - Notes are scattered everywhere3 - I have a hub but I don’t stick to it4 - Mostly centralised and up to date5 - Fully centralised, always clear

1 - Nothing is documented or automated2 - Only a couple things are written down3 - Some processes are documented, patchy4 - Most are documented or partly automated5 - Fully documented/automated — smooth handover

1 - It would completely stall2 - A few things might move, most would stop3 - Some things would continue, but patchy4 - Most would continue with light oversight5 - Yes — it would run smoothly without me

Tools & Integrations

1 - Way too many tools / total overload2 - More tools than I need, feels messy3 - An okay number but some redundancies4 - Lean tool stack with minor overlaps5 - Minimal, efficient tools only

1 - Nothing connects / all double-handling2 - A few connections, mostly manual work3 - Some things talk, others don’t4 - Mostly connected with minor gaps5 - Fully integrated, smooth workflows

1 - It would break everything2 - Very difficult and stressful3 - Doable but messy and time-consuming4 - Manageable with small tweaks5 - Easy to add with no disruption

1 - Everything’s in my head2 - Scattered notes or emails3 - Some are saved, others not4 - Mostly centralised and accessible5 - Fully documented and secure

Visibility & Content Workflow

1 - No system — ideas get lost2 - Random notes everywhere3 - One main place but I forget to use it4 - Mostly consistent capture + publish flow5 - Streamlined, easy and reliable

1 - Never send anything2 - Very irregular, once every few months3 - Somewhat consistent, but not reliable4 - Regular enough, could be stronger5 - Fully consistent, always on schedule

1 - Never repurpose2 - Rarely, only when I remember3 - Sometimes, but not consistent4 - Often repurposed with good flow5 - Always built-in to my process

1 - No data view at all2 - Data scattered across tools3 - I can find it but it takes effort4 - Basic dashboard I check sometimes5 - Clear dashboard, always up-to-date

1 - No idea where leads/sales come from2 - Some sense, but very unclear3 - Rough idea, not data-backed4 - Mostly clear with small gaps5 - Very clear — I know exactly what works

1 - No idea at all2 - Guessing, not tracked3 - Somewhat aware but not clear4 - Fairly clear capacity, some wiggle room5 - Very clear, tracked, and confident

1 - Always digging, never confident2 - Often unclear or time-consuming3 - Sometimes confident, sometimes not4 - Mostly confident with small gaps5 - Very confident, easy and fast

Capacity, Delegation & Support

1 - Nothing is documented2 - A couple of scattered notes3 - Some documentation, but patchy4 - Mostly documented, gaps remain5 - Fully documented, easy handover

1 - No support — I do everything2 - Tried but not reliable3 - Some support, inconsistent4 - Reliable support for most tasks5 - Fully supported and confident

1 - Totally overwhelming, not possible2 - Very stressful, high friction3 - Somewhat possible, but clunky4 - Manageable, minor stress5 - Smooth and easy onboarding