Free scorecard

Where does work get stuck in your business?

Seven questions, two minutes. You get a placement on two axes: how much repetitive, stall-prone work there is, and how reachable it is. Three of the four results are not a sale. That is what makes the fourth one honest.

Opportunity

1. How many ways does work arrive?

Email, text, calls, walk-ins, a portal. Does anything get lost between them?

2. How often does the same question or task come back?

The certificate request, the status check, the same quote again.

3. Do things get dropped, and how fast is a typical reply?

Be honest about the follow-ups nobody chased.

4. What stops working when the owner is out?

The question every owner feels and never names.

Readiness

5. Where do your procedures live?

How things are actually done, not how you think they are.

6. Where does your customer and job information live?

Spreadsheets, a CRM, an inbox, a PDF in a drawer.

7. When work passes between people, how does it move?

Roles, handoffs, and the gaps between them.