Free 3-minute check

Where is work quietly falling through the cracks?

Answer 12 practical questions to receive your Workflow Reliability Score and see which part of the business may deserve a closer look.

No contact details required. No customer information requested. Your answers stay in this browser until you continue to Calendly.

The Workflow Leak Check

Choose the answer that best reflects the last three months. Honest estimates are more useful than ideal answers.

0 of 12 answered

1. Inquiries and follow-up

What happens from the moment a prospective customer reaches out?

1. A new inquiry waits more than one business day before someone responds.
2. It is unclear who owns the next action after a promising inquiry arrives.
3. We cannot quickly see the status of every open inquiry.

2. Promises and commitments

How reliably do commitments become visible work?

4. Promises made in calls, meetings, or email are not always recorded as visible next actions.
5. A customer has to remind us about something we said we would do.
6. Follow-up depends on someone remembering rather than a shared system.

3. Handoffs and owner dependence

Can work keep moving when responsibility changes hands?

7. Work slows down when the owner or a key employee is unavailable.
8. The person receiving work has to search for context or ask repeated questions.
9. It is unclear when a handoff is complete or who owns the next step.

4. Information and recurring desk work

How much effort goes into finding, moving, and re-entering information?

10. The same information is copied between email, spreadsheets, and other systems.
11. Finding the current customer story requires searching in several places.
12. Repetitive desk work regularly crowds out customer or revenue work.

This check is directional. It cannot inspect your actual tools, examples, or staff handoffs, so it does not prescribe a First Fix.

0Reliability / 100
Your result

Workflow Reliability Score

Strongest pressure area

What this score means: This is a self-reported snapshot, not a diagnosis. A higher score means the workflow appears more reliable. The $995 CAD Workflow Assessment identifies the outcome worth improving first through a 45-minute owner interview, real examples and focused analysis. You receive three to five tailored recommendations, a prioritized plan, a four-day quick-start plan and a findings call. A guided or delivered First Fix with handoff is optional and quoted separately. Optional AI Concierge guidance can support ongoing decisions, adoption and review in client-owned accounts. It does not include unlimited support or open-ended custom development.

If you continue to Calendly, your overall score, four category scores, strongest pressure area, and 12 answers will be sent to Calendly with the booking link. No customer information is requested.

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