Operations Health Check

Answer a few quick questions about how your business runs day to day.
In under 5 minutes, you’ll get a simple score and a clear picture of what’s working, what’s under strain, and what might be quietly holding you back.

First Name *

Last Name *

Business Name *

Email *

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Sales & Onboarding

1. We have a consistent process for handling new enquiries.

Always

Sometimes

Rarely

Never

2. Clients/patients move smoothly from enquiry to onboarding without confusion.

Always

Sometimes

Rarely

Never

3. Everyone involved knows exactly what happens when a new client/patient joins.

Always

Sometimes

Rarely

Never

Delivery & Client/Patient Experience

4. Our service delivery is consistent across all clients, patients or jobs.

Always

Sometimes

Rarely

Never

5. Clients/patients know what to expect at every stage of the process.

Always

Sometimes

Rarely

Never

6. We handle issues quickly and communicate clearly when things change.

Always

Sometimes

Rarely

Never

Team & Communication

7. Everyone knows who’s responsible for what.

Always

Sometimes

Rarely

Never

8. Tasks are duplicated or forgotten.

Always

Sometimes

Rarely

Never

9. Decisions always depend on me.

Always

Sometimes

Rarely

Never

Systems & Tools

10. Our systems and tools work together smoothly.

Always

Sometimes

Rarely

Never

11. We’re constantly fixing or redoing admin work.

Always

Sometimes

Rarely

Never

12. Our team knows how to use the systems confidently.

Always

Sometimes

Rarely

Never

Oversight

13. I can see what’s happening in my business without asking everyone.

Always

Sometimes

Rarely

Never

14. We have visibility of key numbers (sales, capacity, satisfaction).

Always

Sometimes

Rarely

Never

15. We regularly review performance data to guide improvements and decisions.

Always

Sometimes

Rarely

Never