Free Self-Assessment Tool

Operations Assessment
Checklist

Score your business across 20 critical operational areas. Identify your biggest gaps, prioritize the fixes that matter most, and build the foundation for sustainable growth.

How to Score

Your Score
0 / 100
Section 01

Operations Improvement

Workflow efficiency, process documentation, and bottleneck identification

0 / 25
1.Your core service/production workflow is documented and consistently followed by your team.
1 = Critical gap 5 = Strong Documented SOPs in use daily?
2.You can identify your single biggest operational bottleneck right now — and it has an active fix in progress.
1 = Critical gap 5 = Strong Known bottlenecks being solved?
3.New employees can be onboarded and producing results within 2 weeks without heavy owner involvement.
1 = Critical gap 5 = Strong Structured onboarding process?
4.Your team consistently meets quality standards without you personally checking every output.
1 = Critical gap 5 = Strong Delegated QA systems?
5.You use technology and tools to automate repetitive tasks — scheduling, reminders, reporting, invoicing.
1 = Critical gap 5 = Strong Automation reducing manual work?
Section 02

Growth Strategy

Customer retention rate, acquisition cost, and revenue per customer

0 / 25
6.You know your customer retention rate and it has improved or held steady over the past 12 months.
1 = Critical gap 5 = Strong Tracking and improving retention?
7.You know your customer acquisition cost (CAC) and it is lower than your average customer lifetime value.
1 = Critical gap 5 = Strong CAC vs LTV tracked and favorable?
8.You have a clear, differentiated positioning statement that separates you from local competitors.
1 = Critical gap 5 = Strong Clear competitive differentiation?
9.You have at least one active strategy to increase average revenue per customer (upsells, packages, repeat visits).
1 = Critical gap 5 = Strong Revenue per customer growing?
10.You have a structured follow-up process for leads that don't convert on the first contact.
1 = Critical gap 5 = Strong Structured lead nurture process?
Section 03

Financial Planning

Cash flow cycle, profit margins by service line, and accounts receivable aging

0 / 25
11.You have a 13-week rolling cash flow forecast and you review it at least twice a month.
1 = Critical gap 5 = Strong Active cash flow management?
12.You know the profit margin for each of your major service lines or product categories.
1 = Critical gap 5 = Strong Margin visibility by service line?
13.Accounts receivable aging is under control — less than 15% of invoices are more than 30 days past due.
1 = Critical gap 5 = Strong AR aging and collections managed?
14.You have an annual budget and you compare actual performance to budget at least monthly.
1 = Critical gap 5 = Strong Budget vs. actuals reviewed monthly?
15.You have at least 8 weeks of operating expenses in a dedicated reserve account.
1 = Critical gap 5 = Strong Operating reserve funded?
Section 04

Marketing

Online presence score, review response rate, and referral program effectiveness

0 / 25
16.Your Google Business profile is complete, verified, and you have 50+ recent reviews (within 12 months) with a 4.5+ average rating.
1 = Critical gap 5 = Strong Google presence optimized?
17.You respond to every Google and social review — positive and negative — within 48 hours.
1 = Critical gap 5 = Strong Review response rate 100%?
18.You have a formal referral program that incentivizes customers to refer new business — and it actively drives leads.
1 = Critical gap 5 = Strong Referral program generating leads?
19.You have a consistent content or communication strategy — email newsletter, social media, or local advertising — running at least twice a month.
1 = Critical gap 5 = Strong Consistent outbound marketing?
20.You track which marketing channels drive the most customers and allocate budget accordingly.
1 = Critical gap 5 = Strong Marketing attribution tracked?

Scoring Guide

What your total score means — and what to do next.

20 – 44
Foundation Needed
Multiple critical gaps are limiting your growth. Operations need immediate systematic attention before scaling makes sense.
45 – 64
Needs Attention
You have some systems but significant gaps remain. Prioritize your 2–3 lowest-scoring areas for maximum impact.
65 – 79
Developing
Solid foundation with identifiable gaps. Targeted improvements in weak areas will unlock the next growth stage.
80 – 100
Strong Operations
Your business is well-systematized. Focus on optimization and expansion — you're built to scale.

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