The Workflow Audit
Ten yes/no questions about how your operation actually runs. Score a point for every yes. No email required — this is for you, not for our mailing list.
- 01
Does anyone re-type information from one system into another every week?
- 02
Do invoices or receipts get keyed into your accounting software by hand?
- 03
Are expirations — insurance certificates, licenses, permits — tracked by memory or a spreadsheet?
- 04
Do your managers ask the same operational questions every day?
- 05
Have leads gone cold because follow-up slipped through the cracks?
- 06
Does someone assemble the same report from the same sources every week?
- 07
Is there a backlog of photos, products, or documents waiting to be listed or filed?
- 08
Does bilingual intake — calls, messages, forms — consume staff time daily?
- 09
Is month-end close a crunch of chasing paper and people?
- 10
Is there a process only one person knows how to run?