Free: 2-Minute Operations Health Check

1. Is your team manually typing data (invoices, receipts, orders) that software could capture?

Yes, a lot Some No

2. Do you chase customers/clients for the same documents or info over and over?

Constantly Sometimes Rarely

3. Can you see, at a glance, what's due and who's behind today?

Yes, clear view Sort of No, it's in people's heads

4. Have you reviewed your shipping / vendor / software spend in the last 12 months?

Yes A while ago Never

5. Are your core processes written down (SOPs), or do they live in someone's head?

Documented Partly In heads

6. Could you take on 30% more customers right now without hiring?

Easily Maybe, painfully No way

7. Do repetitive emails/reports eat hours of your week?

Yes Some No

8. Have you tried any AI tools in your operation yet?

Yes, working well Dabbled Not yet

9. Does your busy season turn into overtime and chaos?

Every time A bit We handle it fine

10. Do mistakes or rework happen because of manual steps?

Often Occasionally Rarely