— Process Audit Scorecard
Find out where your business is leaking time.
8 questions. 2 minutes. A scored breakdown of your operations and where to fix first.
Onboarding & Handoffs
How does your team onboard a new client or customer?
We have a documented, mostly automated process
We have a process but it's manual and inconsistent
Each person does it differently
There's no real process — we figure it out each time
Onboarding & Handoffs
When work moves between people or departments, what typically happens?
It flows through a defined system with clear ownership
Mostly works but things occasionally fall through the cracks
We rely on Slack/email and hope it lands
Things get dropped regularly
Tools & Automation
How connected are the tools your team uses day-to-day?
Fully integrated — data flows between them automatically
Some integrations but a lot of manual copy/paste
Mostly separate tools with no real connection
Everyone uses different tools — no standard stack
Tools & Automation
How much of your team's repetitive work is automated?
Most repetitive tasks run without manual input
Some automation exists but we've barely scratched the surface
Very little — most things are done by hand
Reporting & Visibility
How does your leadership team get a picture of business performance?
Live dashboards updated automatically
Regular reports, but someone builds them manually
Ad-hoc — we pull data when we need it
Mostly gut feel and memory
Reporting & Visibility
If you needed to know how many active clients you have right now, how long would it take?
Seconds — it's always visible
A few minutes to check a spreadsheet or CRM
I'd have to ask someone or dig through emails
Team & Capacity
When your team is busy, how do you know who has capacity?
We have a system that shows workload in real time
We have rough visibility but it's not always accurate
We ask around in meetings or Slack
We don't — it surfaces when someone is overwhelmed
Team & Capacity
How would you describe your operations as the business has grown?
Our systems have scaled with us — things still run smoothly
Some strain but mostly holding together
What worked at half our size is breaking now
We're firefighting constantly
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