Seven Seven Ops / Scorecard8 questions · 2 minutes · Free

Where does follow-up leak out of your week?

Eight yes/no questions. You get a score right away, and a fix list for every "no", written for the software you already use.

01 / What kind of team?
02 / Is this true for you today?
  1. 01

    A new inquiry gets a reply from a real person within an hour, during business hours.

  2. 02

    Every new lead or client gets an owner automatically. Nobody has to assign it.

  3. 03

    After a quote or proposal goes out, follow-ups happen on their own until the person replies.

  4. 04

    Reminders for missing info, documents or renewals go out without someone remembering to send them.

  5. 05

    Call and meeting notes land in your CRM or job system without anyone retyping them.

  6. 06

    You can see in one place who you're waiting on, and for how long.

  7. 07

    Nobody copies information from one system to another by hand.

  8. 08

    Your weekly numbers build themselves. Nobody assembles a spreadsheet on Monday.

Answer all 8 to see your score.