Every business ends up running on work nobody chose and software nobody finished. Nine quick questions give you a reading on how much of it you are carrying, and roughly what it costs a week.
Takes about 90 seconds.
1. Do new leads or inquiries ever sit unanswered for hours, or overnight?
2. Does the same information get typed into more than one system?
3. Are documents (quotes, invoices, forms) put together by hand each time?
4. Do follow-ups (renewals, reminders, check-ins) depend on someone remembering?
5. Is your team regularly working late just to keep up with routine requests?
6. Are the same questions answered over and over by a person?
7. Could you name a repetitive task you’d hand off today if you could?
8. Is leadership open to changing how the team works day to day?