Systems Scorecard

1
Do you have a free resource that gets people to join your list?* This field is required.
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No
Yes
2
How often do you email your list?* This field is required.
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I haven't yet, or I don't have a list
Quarterly
Monthly or more
3
Do you use a social media content scheduler?* This field is required.
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No
Yes
4
Do you have your website or offers linked in your bio?* This field is required.
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No
Yes
5
Do you know which platform brings you the most clients?* This field is required.
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No
Sort of
Yes, I track it
6
Do you have a contact form on your website?* This field is required.
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No
Yes
7
How many ways can potential clients contact you?* This field is required.
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1-2
3-4
5 or more
8
Section 1 Score
9
Can someone book a call or schedule an appointment with you without emailing back and forth?* This field is required.
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No
Yes
10
Do you use a CRM like Dubsado, HoneyBook, or GoHighLevel?* This field is required.Note: Airtable is not a CRM.
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No
Yes
11
Do clients get automatic reminders?* This field is required.
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No
Sometimes
Yes
12
Where do clients view or update their information?* This field is required.
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I don't have a place
Their email or a Drive folder
A client portal
13
Do you have a clear, repeatable onboarding process?* This field is required.
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No
Sort of
Yes
14
Do you use a project management tool like Asana, Notion, or ClickUp?* This field is required.
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No
Sometimes
Yes
15
How do you track tasks and projects?* This field is required.
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Pen and paper
Digital planner or calendar
A project management tool
16
Section 2 Score
17
Are your invoices on autopay?* This field is required.
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No
Yes
18
Do you have reusable templates for forms, proposals, and emails?* This field is required.
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No
Yes
19
Are your processes written down (SOPs or checklists)?* This field is required.
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No
Some
Yes
20
How do your repeat tasks run?* This field is required.
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Manually
From a template
Automated or recurring
21
How many hours a week do you spend on manual admin?* This field is required.
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10 or more
5 to 10
Under 5
22
Who runs your day-to-day operations?* This field is required.
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Me, mostly by hand
Me, with some tools or automations
A team member (VA or OBM) or automations handle most of it
23
Section 3 Score
24
Final Score
25
Band
26
You made it! Tell me where to send your results. Add your first name and email, and let me know how you found KRB Executive Services. Your score and what it means for your business will be in your inbox shortly. If you don’t see it, check your spam folder.* This field is required.By submitting, you agree to receive emails from KRB Executive Services. You can unsubscribe anytime!
First Name
Email Address
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Instagram
Facebook
Threads
LinkedIn
Google
How did you hear about us?
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