Practical tools for businesses
modernizing their operations.
Built from the same framework we use in every assessment. Start here to understand where your operations stand — before talking to anyone.
SMB Operations Assessment Checklist
A structured self-assessment across the four operational areas where small and mid-sized businesses most commonly lose time, leads, and visibility. Use it to identify where your highest-leverage improvements are before making any technology decisions.
- 20 diagnostic questions across 4 operational areas
- Identify gaps without needing a consultant first
- Brings structure to a conversation you're already having
- Built from our real assessment framework
Four sections. Twenty questions.
Each section targets a different operational area. Most businesses will find one or two where the gaps are obvious — that's where to start.
Website & Lead Capture
- Does your site load in under 3 seconds on mobile?
- Is there a clear call to action above the fold?
- Do form submissions go to a monitored, tracked inbox?
- Can a visitor understand your offer within 5 seconds?
- Is your contact information easy to find on every page?
Workflow & Process
- Are job assignments documented, or communicated verbally/by text?
- Can any team member find the status of an open job without asking?
- How many manual steps happen between a new inquiry and a first response?
- Are recurring tasks systematized, or rebuilt from memory each time?
- What happens to a task when the person responsible is unavailable?
Reporting & Visibility
- How old is your most recent performance report?
- How long does it take to produce a revenue or pipeline report?
- Do you know your current close rate without pulling a spreadsheet?
- Are KPIs tracked in one place or assembled from multiple sources?
- Can you identify your top revenue source from last month in under 60 seconds?
Systems & Integration
- How many tools does your team use daily? Are they connected?
- Is customer data entered more than once across different systems?
- Do you have a single source of truth for client records?
- Are there manual data transfers between any of your tools?
- Which disconnection causes the most errors or delays?
More guides in development.
Industry-specific guides and focused topic pieces — built around the operational problems we see most often.
Industry Guide: HVAC & Field Services
Modernization priorities specific to dispatch, scheduling, and field team coordination.
Industry Guide: Mortgage Operations
Where pipeline visibility, compliance prep, and document handling create the biggest operational drag.
The 5 Signs Your Website Isn't Working
Specific, measurable indicators that your site is costing you leads — and what to do about each one.
The free assessment covers all of this — and more.
The checklist tells you where to look. The assessment tells you what to do about it. In 90 minutes, we map your current state and deliver a prioritized modernization roadmap — no commitment required.