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Free workflow diagnostic

Can Your Business Grow Without Making the Owner Busier?

Growth is not just more demand. It is more handoffs, more decisions, more exceptions, and more opportunities for information to disappear. This score checks whether your operating model is ready.

Answer each question based on what happens on a normal busy week — not what the SOP says should happen. Each answer is worth 0, 1, or 2 points. Maximum score: 20. Nothing is stored or sent.

Answered 0 / 10Complete all 10 to see your score
1.Lead capture

Does every inquiry land in one trackable system with source, contact info, service need, and owner?

2.Repeatable sales process

Can someone other than the owner follow the same qualification, meeting, estimate, and follow-up process?

3.Job readiness

Before work is scheduled, are scope, customer commitments, materials, deposit/approval, and site requirements confirmed?

4.Scheduling ownership

Can the schedule be built and changed without every decision routing through the owner?

5.Handoff clarity

Does each major handoff identify what must be true, who accepts it, and what happens next?

6.Playbooks

Are the recurring jobs/processes documented well enough for a new capable employee to follow them?

7.Customer updates

Are customer communication triggers built into the process instead of dependent on memory?

8.KPI visibility

Can leadership see pipeline, workload, cycle time, backlog, and cash-conversion signals without rebuilding a spreadsheet?

9.Exception rules

Does the team know which issues they can solve and which truly need owner authority?

10.Growth test

Could you add one salesperson, crew, or coordinator tomorrow without inventing their workflow from scratch?

Please answer all 10 questions first.

0/20

  • Read the related case study to see how a full redesign moved these same metrics.
  • Book a free 30-minute Workflow Assessment to get a real answer for your workflow.
What to do with your score

Do not buy software because the number is low. Pick the two lowest-scoring questions and follow one real item through that part of the workflow. Identify the missing owner, stage rule, required information, or exception trigger. Fix the process first — then decide whether automation earns a place.

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