Client & Lead Intake
How much of your client or lead intake process is handled manually?
Almost none. Most of the process is systemized.
Some. The process is mostly structured, but a few steps are manual.
A lot. Several steps require manual work.
Almost everything. The process is heavily manual.
Onboarding & Handoffs
How much of your onboarding and handoff process depends on people manually moving work from one step or person to the next?
Very little. Handoffs are mostly automated or clearly routed.
Some. A few manual handoffs exist.
A lot. Multiple handoffs require manual coordination.
Almost entirely. People have to manually coordinate most of the process.
Communication & Follow-Up
How much of your communication and follow-up depends on someone remembering to send the next email, reminder, or update?
Very little. Most communication is triggered or structured.
Some. There are occasional manual reminders.
A lot. People regularly manage follow-ups manually.
Almost entirely. Follow-up depends heavily on individual memory.
Documentation & Knowledge
How consistently are important processes, information, and records documented and easy for the right people to find?
Very consistently. Information is organized and easy to access.
Mostly consistent. Some information is scattered or outdated.
Inconsistent. Important knowledge is often difficult to find.
Poorly documented. Critical knowledge lives mainly with individuals or across disconnected places.
Approvals & Decision Flow
How often does work get delayed because someone is waiting for an approval, decision, response, or clarification about what happens next?
Rarely. Responsibilities and decisions are clear.
Very frequently. Work often stalls waiting for people or decisions.
Reporting & Visibility
How difficult is it to see what is happening across your operation without manually checking multiple systems, spreadsheets, emails, or people?
Easy. We have clear visibility.
Difficult. We regularly have to piece information together.
Very difficult. There is no reliable centralized view.
Repetitive Work & Key-Person Dependency
How much of your operation depends on people repeatedly performing the same manual tasks or on one person knowing how everything works?
Very little. Work is standardized and well documented.
Significant dependency exists.
Heavy dependency. Important work relies heavily on specific people and manual processes.