Free systems scorecard

Is your business outgrowing its tools?

Twelve statements, about three minutes. Answer honestly for how things work most weeks, not your best week. Your score updates as you go and stays in your browser unless you choose to send it.

Quotes

Question 1

01A new enquiry gets a reply with a price or quote within one business day.

Question 2

02Quotes and proposals come from templates with current prices, not from scratch.

Scheduling

Question 3

03Bookings, jobs and staff schedules live in one place everyone can see.

Question 4

04Double bookings, missed jobs and last-minute scrambles are rare.

Payments

Question 5

05Deposits and invoices go out on time, with reminders when a payment is late.

Question 6

06Clients can pay online, and each payment is matched to the right job without manual work.

Tools

Question 7

07We enter each piece of information once, and it flows to wherever it's needed.

Question 8

08We know every tool we pay for, and each one earns its cost.

Clients

Question 9

09Clients can see their booking, documents and next steps without emailing us.

Question 10

10Every client gets the same experience, whoever on the team handles them.

Numbers

Question 11

11We can see this month's bookings, revenue and unpaid invoices without building a spreadsheet.

Question 12

12We know which services, packages or products make us the most money.