TIME
Question 1 of 6
Where does your team lose the most time every week?
Select all that apply. Multi-select.
Manual admin and data entry
Repetitive tasks that should be automated
Waiting on handoffs between people or tools
Things get stuck between departments or steps
Chasing updates and status checks
No single source of truth, lots of back-and-forth
Decisions that need the owner or manager
Nothing moves without sign-off from one person
Rework and fixing errors
Things done wrong the first time, repeatedly
OPS
Question 2 of 6
How would you describe your current operations?
Select one.
Reactive and chaotic
Every day is firefighting, no clear process
Informal and people-dependent
Things work because of specific people, not systems
Documented but not consistently followed
SOPs exist but the team works around them
Systematic and mostly automated
Processes run without constant oversight
TOOLS
Question 3 of 6
What tools does your team currently use?
Select all that apply. Multi-select.
Spreadsheets as the main system
Google Sheets or Excel running the operation
A CRM (HubSpot, Salesforce, GHL)
Customer and pipeline management in place
A project management tool (Asana, Monday, Notion)
Work tracked in a dedicated PM system
Automation tools (Zapier, Make, n8n)
Some workflows are automated between tools
Mostly email, WhatsApp, and memory
No formal system in place
DATA
Question 4 of 6
How visible is your business performance on any given day?
Select one.
Flying blind
No dashboard, no real-time data, gut feel only
Manual reports, usually delayed
Someone pulls data weekly or monthly
Partial visibility in a few tools
Data exists but it's scattered and hard to read
Live dashboard, updated in real time
Key metrics visible to the whole team
OWNER
Question 5 of 6
If you stepped away for two weeks, what would happen?
Select one.
Things would fall apart
The business depends entirely on me being present
Things would slow down significantly
Team can handle basics but big decisions stall
Mostly fine with some check-ins
Systems are in place, team is capable
It would run itself
Fully systematised, no dependency on me
SOLVE
Question 6 of 6
What's the single biggest operational problem you want solved in the next 90 days?
Be specific. This shapes your result and the fix we recommend.
BOTTLENECK
System score: 0/100
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