Business Systems Quiz

This quiz only takes a few minutes. Answer based on how your business runs today. There are no right or wrong answers.

Your results will show whether your systems are running smoothly or if they need improvement, giving you clarity on where your business stands.

Ready to start?
1 of 7
Lead Capture & Follow Up
Do leads from your website automatically enter your CRM?
Do you send an immediate response when someone inquires?
Do you have a follow up sequence for new leads?
Are any of these tasks done manually?
2 of 7
Client Onboarding
Do you have a consistent onboarding process for every client?
Do clients get clear next steps after they book?
Do clients receive calendar invites without manual scheduling?
Are any of these tasks done manually?
3 of 7
Client Communication
Do you have email templates for common client questions?
Do you send project updates or status reports consistently?
Do you have a system for client feedback or check ins?
Are any of these tasks done manually?
4 of 7
Operations & Project Management
Can you see all active clients and their status at a glance?
Do you get reminders for important client deadlines?
Do you have SOPs for your most common processes?
Are any of these tasks done manually?
5 of 7
Payments & Invoicing
Do clients receive payment reminders without manual follow up?
Can clients pay you directly through your system?
Do you track which invoices are paid vs outstanding?
Are any of these tasks done manually?
6 of 7
Offboarding & Retention
Do completed clients receive a thank you or closing message?
Do you collect feedback or testimonials systematically?
Do you have a system for referrals or repeat business?
Are any of these tasks done manually?
7 of 7
Website & Lead Generation
Do you have a website for your business?
Does your website consistently generate leads or inquiries?
Is your website regularly updated with your latest offerings and information?

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