Your Business   |  What is the size of your team?

 Your Business   |  What stage of business are you (in revenue)?

 Your Business   |  Is there a new event you have coming up in the business?

 Viable Lead Generation   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Viable Lead Generation  |  Are you using any tools? For example: HubSpot, Active campaign, ClickFunnels, etc.  |  Do you have any tools to help you accomplish responsibilities?

 Viable Lead Generation   |  More on tools: I am using these tools ________________________________ to accomplish responsibilities.

 Viable Lead Generation   |  Is there support materials / templates created?  For example: Editorial Calendar

Viable Lead Generation   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs?  For example: cost of acquisition

Viable Lead Generation   |  More on metrics: I am tracking these metrics _________________________________________  to accomplish responsibilities.

Viable Lead Generation  | How much volume do you have in this area? What is the average leads you generate on a monthly basis? 

Viable Lead Generation   | Who currently owns this process?

Viable Lead Generation   |  Is there anything else about Lead Generation you want to highlight Notes on Lead Generation:

 Sales Management   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Sales Management   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: streak, pipedrive, copper, hubspot

 Sales Management   |  More on tools: I am using these tools ________________________ to accomplish responsibilities.

 Sales Management   |  Is there support materials / templates created? For example: ideal client, discovery call scripts, objection, sales sheets, case studies

 Sales Management   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: hold rate, closing rate, sales cycle

 Sales Management   |  More on metrics: I am tracking these metrics _________________________ to accomplish responsibilities.

 Sales Management   |  How much volume do you have in this area? What is the average calls/demos that are set on a monthly basis?

 Sales Management   |  Who currently owns this process?

 Sales Management   |  Is there anything else about Sales Pipeline you want to highlight? Notes on Sales Pipeline:

 Client Onboarding   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow? 

 Client Onboarding   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: docusign, echosign, hellosign

 Client Onboarding   |  More on tools: I am using these tools _______________________ to accomplish responsibilities.

 Client Onboarding   |  Is there support materials / templates created? For example: asset/credential intake, client brief, kickoff agenda, communication guidelines

 Client Onboarding   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs?  For example: deployment turnover

 Client Onboarding   |  More on metrics: I am tracking these metrics _________________________ to accomplish responsibilities.

 Client Onboarding   |  How much volume do you have in this area? What is the average new clients closed on a monthly basis

 Client Onboarding   |  Who currently owns this process?

 Client Onboarding   |  Is there anything else about Client Onboarding you want to highlight? Notes on Onboarding a client/vendor: 

 Project Management   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Project Management   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: clickup, trello, asana, monday, teamworks

 Project Management   |  More on tools: I am using these tools __________________________________ to accomplish responsibilities.

 Project Management   |  Is there support materials / templates created? For example: signoffs, change orders, client briefs

 Project Management   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: on time deliverables, backlog

 Project Management   |  More on metrics: I am tracking these metrics ___________________________________ to accomplish responsibilities.

 Project Management   |  How much volume do you have in this area? How many projects/ retainers do you manage on a monthly basis?

 Project Management   |  Who currently owns this process?

 Project Management   |  Is there anything else about Managing Projects you want to highlight?Notes on Managing Projects: ___________________________________________________________________________________

 Client Management   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Client Management   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: help scout, groovehq, keeping, zendesk

 Client Management   |  More on tools: I am using these tools ______________________________________ to accomplish responsibilities.

 Client Management   |  Is there support materials / templates created? For example: call notes, agendas, surveys

 Client Management   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: long term value, account growth, satisfaction score

 Client Management   |  More on metrics: I am tracking these metrics ___________________________________ to accomplish responsibilities.

 Client Management   |  How much volume do you have in this area? How many clients do you manage on a monthly basis?

 Client Management   |  Who currently owns this process?

 Client Management   |  Is there anything else about Customer Support you want to highlight.  Notes on Customer Support:

 Client Reporting   |  Do you have a workflow/checklist?  Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Client Reporting   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: ninjacat, swydo, dashthis, glew.io

 Client Reporting   |  More on tools: I am using these tools ____________________________________ to accomplish responsibilities.

 Client Reporting   |  Is there support materials / templates created? For example: goals benchmarks, notes templates, account growth sections

 Client Reporting   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: % in budget, increase in adspend

 Client Reporting   |  More on metrics: I am tracking these metrics _________________________________ to accomplish responsibilities.

 Client Reporting   |  How much volume do you have in this area? How many reports do you manage on a monthly basis?

 Client Reporting   |  Who currently owns this process?

 Client Reporting   |  Is there anything else about Client Reporting you want to highlight Notes on Client Reporting: 

 Accounting   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Accounting   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: operating model

 Accounting   |  More on tools:I am using these tools ____________________________________ to accomplish responsibilities.

 Accounting   |  Is there support materials / templates created? or example: budget, chart of accounts, profit and loss reports

 Accounting   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: profit margin, revenue growth, accounts receivables

 Accounting   |  More on metrics: I am tracking these metrics __________________________________ to accomplish responsibilities.

 Accounting   |  How often do you reconcile your transactions?

 Accounting   |  Who currently owns this process?

 Accounting   |  Is there anything else about Accounting you want to highlight? Notes on Accounting:

 Hiring   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Hiring   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: streak, job descriptions, zenefits, hrcloud

Hiring  |  More on tools: I am using these tools _________________________________ to accomplish responsibilities.

 Hiring   |  Is there support materials / templates created? For example: job posts, interview questions, timeline

Hiring  |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: recruiting costs

 Hiring   |  More on metrics: I am tracking these metrics __________________________________ to accomplish responsibilities.

 Hiring   |  How much volume do you have in this area? How many people do you plan on interviewing on a monthly basis?

 Hiring   |  Who currently owns this process?

 Hiring   |  Is there anything else about Hiring Team Members you want to highlight? Notes on Hiring Team Members:

 Team Onboarding   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

 Team Onboarding   |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: performance / progress evaluations

 Team Onboarding   |  More on tools: I am using these tools ________________________________ to accomplish responsibilities.

Team Onboarding  |  Is there support materials / templates created? For example: onboarding handbook, welcome email

Team Onboarding  |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: ramp up period, employee roi

 Team Onboarding   |  More on metrics: I am tracking these metrics ___________________________________ to accomplish responsibilities.

 Team Onboarding   |  How much volume do you have in this area? How many people do you plan on hiring on a monthly basis?

 Team Onboarding  | Who currently owns this process?

 Team Onboarding   |  Is there anything else about Team Member Onboarding you want to highlight? Notes on Team Member Onboarding: __________________________________________________________________________

 Team Member Performance   |  Do you have a workflow/checklist? Is there a specific sequence for the repetitive tasks / projects that your team members can follow?

Team Member Performance  |  Are you using any tools? Do you have any tools to help you accomplish responsibilities? For example: slack, scorecards, standuply

 Team Member Performance   |  More on tools: I am using these tools _____________________________________ to accomplish responsibilities.

 Team Member Performance   |  Is there support materials / templates created? For example: weekly meetings, scorecards, performance reviews

 Team Member Performance   |  Are you tracking any metrics? Are you or your team collecting any Numbers, Metrics, KPIs, or OKRs? For example: team member efficiency, talent retention

 Team Member Performance   |  More on metrics: I am tracking these metrics __________________________________ to accomplish responsibilities.

 Team Member Performance   |  How often do you give performance reviews?

 Team Member Performance   |  Who currently owns this process?

 Team Member Performance   |  Is there anything else about Team Member Performance you want to highlight? Notes on Team Member Performance: