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Tool · 5 min

Business Operating Health Check

Twelve statements, two for each business function. Answer for how things work today, not how they should. Nothing you enter leaves your browser.

  1. MarketWe know which channels bring paying customers, not just enquiries.
  2. MarketEvery enquiry is captured in one place, whoever receives it.
  3. CustomerEvery prospect has an owner and a next action.
  4. CustomerWe notice when a good customer stops buying.
  5. DeliveryWork gets done the same way whoever does it.
  6. DeliveryWe can see what is late before the customer tells us.
  7. MoneyInvoices go out on time without the founder chasing.
  8. MoneyWe know our cash position every week, without building it by hand.
  9. PeopleEveryone knows what they own and who approves what.
  10. PeopleA new hire becomes useful from written processes, not months of shadowing.
  11. IntelligenceOur key numbers are defined the same way by everyone.
  12. IntelligenceManagement meets on a rhythm and decides from the numbers.

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