Operations Profit Checkup

Statements to Rate

1–5

Scale (Weak to Strong)

Score at the End

How It Works

Read each statement below.

Rate your business 1 (weak/not true) to 5 (strong/very true).

Your percentage score calculates automatically.

Scroll down to see what your score means and what to do about it.

Be honest. This only works if you rate where you actually are, not where you want to be.

Dropped Revenue

— / 20

Money that should be coming in but isn't.

Rate each statement: 1 = not true at all → 5 = completely true

Every new lead or inquiry gets a response within 1 hour, every time, without exception.

Every proposal, quote, and follow-up is tracked in a system with clear ownership and deadlines.

We have a defined follow-up cadence (how many times, over what period) and it runs consistently.

We know exactly how many leads came in this month, how many converted, and why the rest didn't.

Bottleneck Costs

— / 20

Points where work piles up because one person or step can't keep pace.

Rate each statement: 1 = not true at all → 5 = completely true

Work flows through our business without piling up at any single person, step, or approval.

When any team member is out sick or on vacation, their work continues without delay.

No one on the team regularly says they're "waiting on" a specific person or approval before they can continue.

Decision-making authority is clearly delegated — the owner doesn't need to approve routine decisions.

Error Costs

— / 20

Money lost to mistakes, rework, and broken trust.

Rate each statement: 1 = not true at all → 5 = completely true

Work rarely needs to be redone — when something ships, it's right the first time.

Data moves between our systems automatically — no one is copy-pasting between tools.

We have quality checks or validation steps before work reaches the customer.

We haven't issued refunds, credits, or make-goods due to operational errors in the past 90 days.

Time Waste

— / 20

Hours spent on work that could be done faster, cheaper, or not at all.

Rate each statement: 1 = not true at all → 5 = completely true

Every team member spends 80%+ of their time on work that matches their skill level and pay grade.

Repetitive tasks (data entry, report generation, status updates) are automated or delegated appropriately.

Information, files, and customer records are easy to find — no one wastes time searching.

Our meetings are focused and necessary — none could be replaced by a dashboard or async update.

Underutilized Tools

— / 20

Software you pay for but aren't using to its potential.

Rate each statement: 1 = not true at all → 5 = completely true

Every software tool we pay for is actively used by the team and configured to its full capability.

Our tools' built-in automation features (workflows, reminders, integrations) are set up and running.

We don't pay for seats or licenses that go unused — every subscription is justified and reviewed.

Our team works with our software, not around it — no manual workarounds for things the tool could do.

Almost There

Your Score is Ready

Enter your details to see your full results — and book a free call to walk through them together.

Your Results

Your Score

—

Complete the assessment above

Category	Score	%
1. Dropped Revenue	— / 20	—
2. Bottleneck Costs	— / 20	—
3. Error Costs	— / 20	—
4. Time Waste	— / 20	—
5. Underutilized Tools	— / 20	—

Total — / 100

What Your Score Means

20–40%

Critical. Your operations are actively working against your growth. You're likely leaving $100K–$200K+ on the table annually through compounding inefficiencies. You need a systematic diagnostic — not one-off fixes.

41–60%

Significant gaps. You've built some good foundations, but major leaks remain. Most $1M–$5M companies land here. The categories where you scored lowest are bleeding $50K–$100K+ per year.

61–80%

Good bones. Your operations have solid structure. Focus on the 1–2 categories dragging your score down — fixing those will unlock the next stage of growth.

81–100%

Operationally excellent. Your systems are tight. Minor tuning opportunities may exist, but you're running well ahead of most companies your size.

Where You're Leaking

Based on your scores, here's what's likely happening in your weakest areas.

Quick Wins You Can Act On This Week

You don't need a consultant for these. Start here.

What This Checkup Can't Tell You

This scorecard identifies where you're leaking. But there are things a self-assessment can't see:

● The exact dollar amount each category is costing you — that requires mapping your actual workflows with real data
● Root causes vs. symptoms — a low score in "Time Waste" might actually be caused by a broken handoff in "Bottleneck Costs"
● The fix sequence — which problem to solve first so the others get easier (or solve themselves)
● Hidden interdependencies — the leaks you can't see from inside your own operation

That's what the full Operations Profit Diagnostic is for — a 2-week deep dive that maps your workflows, quantifies every leak, and delivers a prioritized roadmap your team can execute.

Want to Talk Through Your Results?

Book a free 15-minute clarity call. We'll walk through your score, identify your biggest lever, and see if a full diagnostic makes sense.

Or just reply to the email that sent you here.