Operations Assessment

This assessment is meant to give you an honest and deep reflection of where the gaps may be in your business administration and operations.

Take a moment with each question to really be truthful about the state of your business. Use the ‘Notes’ space after each section to add notes to clarify ‘why’ you selected your answers in this way.

Name(Required)

Client & Customer Management

Do you have a Mailing list/Customer database? Are you actively trying to grow that list? Are you speaking to your clients/customer on your list regularly?(Required)
Do you have clear boundaries set in place and enforced with your clients/customers via contracts/terms of service/refund policies?(Required)
Is your payment/invoicing system working? Are you following up on late payment and addressing customer debt?(Required)
Is your client service/customer service flowing efficiently and powerfully, to engage and solve problems, foster trust, and turn contacts into repeat customers?(Required)
Is it draining to offer this level of customer service? Do you wish there was another way that involved you less?(Required)

Policies & Procedures

Do you have clear operation procedures documented in a manual or series of SOP (standard operating procedures) documents?(Required)
Are your business passwords secured, using a password manager service such as Lastpass, BitDefender, or 1Password?(Required)
When you have a new project in your business, such as a website, sale/promotion, or new program, does the project run smoothly? Do you track timelines, KPI for contractors, ROI, and other metrics to ensure success?(Required)

Tracking & Analytics

Do you regularly use Google Analytics (or embedded analytics if you use a website builder like Squarespace or Wix) to track website engagement and performance?(Required)
Do you access your Mailing List/CRM/Customer Database analytics regularly to track customer journey/progression/growth?(Required)
Do you regularly perform hygiene on your database to weed out non-buyers, bounces, or inactive contacts, unsubscribes?(Required)
Do you pay attention to and track your social media analytics to isolate what works and what doesn't for your customer base, to be able to make data-driven decisions about future content?(Required)

Website Design & Maintenance

Is your payment interface working seamlessly on your website? Do you have to perform maintenance or create transactions manually?(Required)
Do you utilize security features to make your website safe for your clients & customers, and to prevent hacking?(Required)
Do you regularly back-up your website content to a third party such as Google Drive or Dropbox, in case you lose access to your site?(Required)
Are you satisfied with your website copy & content, and how it reflects you, and your unique business?(Required)
Do you have well-performing landing and sales pages?(Required)

Marketing & Promotions

Do you have a strategic marketing plan in place? Is it working?(Required)
Do you pre-plan/calendar your social media and content marketing ahead of time to keep consistent?(Required)
Do you know who your 'right-someone' audience is? Are you clear on your ideal customer avatar?(Required)
Do you network with other entrepreneurs and small businesses in your niche?(Required)
Are you regularly collecting Social Proof for your offers/business?(Required)
Do you currently run Facebook/Instagram Ads? Are they performing well? (less that $2.00 per lead)(Required)

Social Media Management

Do you currently create branded graphics for your business, and interesting social media posts using a design software like Photoshop or Canva?(Required)
Do you use AI such as ChatGPT as a research assistant, to better define hashtags, keywords, and stock image suggestions?(Required)
Do you store your social media content in a library/database and reuse as needed/necessary?(Required)
Do you keep consistent with your social media marketing using a social media scheduler, such as Planable, Buffer, or Sprout?(Required)
This field is for validation purposes and should be left unchanged.