Operational Readiness Assessment

Operational Readiness Assessment

Assess your team's operational readiness and identify key areas for improvement. Please answer the following questions to help us understand your current processes, challenges and pain points.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Company Name
Team Size
1. Our core workflows are clearly defined

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1 is Needs Improvement, 5 is Running Smoothly
2. Our team follows the same steps consistently

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1 is Needs Improvement, 5 is Running Smoothly
3. We know where the bottlenecks typically occur

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1 is Needs Improvement, 5 is Running Smoothly
4. We use automation to reduce manual work

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1 is Needs Improvement, 5 is Running Smoothly
5. Our tools are connected and share data automatically

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1 is Needs Improvement, 5 is Running Smoothly
6. We rarely have to copy/paste or manually update systems

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1 is Needs Improvement, 5 is Running Smoothly
7. Our CRM, scheduling, invoicing and communication tools are set up correctly

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1 is Needs Improvement, 5 is Running Smoothly
8. Our tools support our growth instead of slowing us down

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1 is Needs Improvement, 5 is Running Smoothly
9. We have documentation for how our process/systems work

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1 is Needs Improvement, 5 is Running Smoothly
10. Tasks move smoothly from one person to the next

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1 is Needs Improvement, 5 is Running Smoothly
11. We rarely drop the ball on follow-ups

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1 is Needs Improvement, 5 is Running Smoothly
12. Our team spends most of their time on high-value work

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1 is Needs Improvement, 5 is Running Smoothly
13. Clients move through our process without confusion

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1 is Needs Improvement, 5 is Running Smoothly
14. Onboarding is fast and consistent

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1 is Needs Improvement, 5 is Running Smoothly
15. Communication with clients is timely and predictable

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1 is Needs Improvement, 5 is Running Smoothly
16. We could handle double our current volume without breaking

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1 is Needs Improvement, 5 is Running Smoothly
17. Our systems are stable and reliable

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1 is Needs Improvement, 5 is Running Smoothly
18. We have visibility into performance and capacity

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1 is Needs Improvement, 5 is Running Smoothly
19. What is your biggest operational challenge right now?
20. What would you like to automate first?
Total Score
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