Free Self-Assessment

How Efficient Is Your Small Business?

Answer 30 honest yes/no questions and find out exactly where your business is losing time, money, and opportunity.

Questions 30 Yes / No

Areas Covered 6 Business Areas

Time to Complete 5–8 Minutes

Your Score

0 / 30

Answer the questions below

How to use this quiz: For each statement, answer honestly based on how your business actually operates today - not how you intend it to work. If you are unsure, answer No.

✉ Email & Communication

0 / 5

Our email domain has SPF, DKIM, and DMARC authentication records configured.

YES NO

Every team member uses the same professional email signature with contact details and a website link.

YES NO

We have pre-written email templates for our most common client interactions.

YES NO

We use a dedicated business email address at our own domain (not Gmail.com, Yahoo, or Hotmail).

YES NO

We consistently respond to all client inquiries within one business day.

YES NO

🌐 Website & Online Presence

0 / 5

Our website clearly explains what we do, who we serve, and how to contact or book us.

YES NO

We have an analytics tool (e.g., Google Analytics) tracking visits and behavior on our website.

YES NO

Our Google Business Profile is complete: accurate hours, services, photos, and recent reviews.

YES NO

Our website loads quickly on a mobile phone (visibly fast, not sluggish).

YES NO

We appear near the top of search results when someone in our area searches for what we do.

YES NO

👥 Client Management

0 / 5

We track all clients and follow-up items in a dedicated system - not a spreadsheet or sticky notes.

YES NO

No client or active prospect has gone more than 30 days without contact by accident.

YES NO

New clients receive a consistent, professional onboarding experience every time, regardless of who handles them.

YES NO

Clients can book an appointment or consultation with us without back-and-forth emails.

YES NO

We send automated reminders before appointments, reducing no-shows.

YES NO

📣 Marketing & Outreach

0 / 5

We send a regular email newsletter or update to our clients and contacts (at least quarterly).

YES NO

We have a formal process for asking satisfied clients for referrals, and we do it consistently.

YES NO

We post relevant, useful content to at least one social media channel at least twice per month.

YES NO

We have a defined process for following up on leads or inquiries that did not immediately convert.

YES NO

We know, with reasonable accuracy, how most of our new clients found us.

YES NO

📁 Operations & Files

0 / 5

All client files and business documents are stored in a single, shared, cloud-based location.

YES NO

Our folder and file naming convention is consistent and followed by everyone on the team.

YES NO

We can find any client document or file in under two minutes, every time.

YES NO

We do not rely on email attachments as a primary way to store or share working documents.

YES NO

Invoicing and payment collection follow a consistent, documented process with automated follow-ups.

YES NO

🔒 Security & Backup

0 / 5

All key business accounts (email, files, accounting) require two-factor authentication to log in.

YES NO

We use unique, strong passwords for each business account (not reused or simple passwords).

YES NO

Our business data is automatically backed up, and we have tested restoring from that backup.

YES NO

We know exactly who has access to each shared account or file folder, and that list is current.

YES NO

If a team member's laptop were stolen today, we are confident no sensitive client data would be exposed.

YES NO

Your Results by Category

Email & Comm.

0/5

—

Web & Online

0/5

—

Client Mgmt.

0/5

—

Marketing

0/5

—

Operations

0/5

—

Security

0/5

—

0–1

Critical: Serious gaps costing time and credibility

2–3

Room to Improve: Partial systems, inconsistent results

Solid: Good foundation with a few gaps to close

Strong: This area is working well

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