Business Process Assessment

Identify inefficiencies in your business and discover automation opportunities that could save you time and money.

How to Use This Assessment

This comprehensive assessment will help you identify inefficient processes in your business that are costing you time and money.

Instructions:

0-1 points

Excellent - This area is well-optimized

2-3 points

Good - Minor improvements possible

4-6 points

Needs Attention - Moderate inefficiencies present

7+ points

Critical - Significant automation opportunity

Section 1: Customer Management & Communication

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

We struggle to track where prospects are in our sales process
Customer information is scattered across emails, spreadsheets, and notes
We manually enter the same customer data multiple times
Following up with leads falls through the cracks
We can't easily generate reports on customer interactions
Customer onboarding takes longer than it should
We lose track of customer communication history
Scheduling appointments involves back-and-forth emails or calls

Section 1 Score

0/24
Complete all questions to see recommendations

Section 2: Administrative & Financial Processes

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

Creating invoices takes significant time each week
We have difficulty tracking payments and outstanding balances
Expense tracking and reporting is time-consuming
We manually enter data from paper forms or receipts
Generating financial reports requires significant manual work
We struggle to track project profitability
Payroll processing takes hours each pay period
We can't easily access financial data when needed

Section 2 Score

0/24
Complete all questions to see recommendations

Section 3: Project & Work Management

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

We lose track of project deadlines and deliverables
Team members are unclear about their daily priorities
We can't easily see who's working on what
Project status updates require manual checking with team members
We struggle to estimate how long tasks will take
Important tasks fall through the cracks
We have difficulty tracking project budgets vs. actual costs
Client project updates are inconsistent or delayed

Section 3 Score

0/24
Complete all questions to see recommendations

Section 4: Communication & Collaboration

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

Important information gets lost in email chains
We have difficulty finding previous decisions or discussions
Team members work in silos without clear communication
We can't easily share documents or collaborate on files
Meeting notes and action items are poorly tracked
We struggle to maintain consistent communication with clients
Remote work coordination is challenging
Information sharing between departments is inefficient

Section 4 Score

0/24
Complete all questions to see recommendations

Section 5: Marketing & Sales

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

We struggle to track which marketing efforts generate leads
Lead qualification and follow-up is inconsistent
We can't easily measure our sales conversion rates
Creating proposals and contracts takes significant time
We lose potential customers due to slow response times
Marketing campaigns are difficult to track and measure
We can't easily segment our customer base for targeted marketing
Sales reporting requires manual data compilation

Section 5 Score

0/24
Complete all questions to see recommendations

Section 6: Inventory & Operations

Rate each statement (0 = Never, 1 = Rarely, 2 = Sometimes, 3 = Often)

We run out of inventory unexpectedly
Tracking inventory levels requires manual counting
We can't easily see which products/services are most profitable
Order processing involves multiple manual steps
We struggle to forecast demand accurately
Supplier management is disorganized
We have difficulty tracking operational costs
Quality control processes are inconsistent

Section 6 Score

0/24
Complete all questions to see recommendations

Your Assessment Results

0

Complete the assessment to see your results

Your results will appear here once you complete the assessment.

Priority Action Plan

Based on your assessment, focus on your 3 highest-scoring sections first:

Ready to Transform Your Business?

Based on your assessment results, you're likely losing significant time and money to inefficient processes. The good news is that most of these issues can be resolved with the right approach.

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