Free Self-Assessment

Which of These Is Eating Your Week?

Answer 30 honest yes/no questions about how your business runs today. You'll see which areas are working and which ones are still on you.

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: Answer each statement for how your business runs today, even if you're planning to change it. If you're unsure, answer No.

Email & Communication

0 / 5

Emails from our business address reach inboxes instead of spam folders, and our domain is set up so scammers can't easily send email pretending to be us.

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

Every new client gets the same onboarding steps, no matter who on the team handles them.

YES NO

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

YES NO

We send automatic reminders before appointments.

YES NO

Marketing & Outreach

0 / 5

We have at least 10 Google reviews from the last 12 months.

YES NO

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

YES NO

We ask every new customer how they found us.

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

We invoice and collect payment the same way every time, it's written down, and late payers get automatic reminders.

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

Not set up yet: Mostly done by hand, or not at all

2–3

Partly set up: Some of it works, and some of it's still on you

Mostly there: One thing left to fix

Handled: This area is working

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