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From Hot Mess to Systems Success Scorecard

Your Secret Weapon for Smooth Sailing!

The Hot Mess to Systems Success Scorecard is your GPS for navigating business systems, turning systems chaos into smooth sailing.

Highlights areas needing TLC and provides actionable insights to fine-tune your CRM strategy.

Say goodbye to confusion and hello to a clear path to success!

Spotting Gaps Icon

Spotting Gaps in Your Systems

Pinpoints any gaps in your systems, whether it's lack of consistency or poor follow up, where your systems might be falling short.

Prioritize Icon

Prioritize Areas To Focus

Spots areas in need of attention but also helps you decide where to focus your efforts, whether it's marketing, lead conversion, or client onboarding.

Crafting a Winning Game Plan

Provides actionable recommendations to fine-tune your software and systems strategy. So you'll be ready to ace the expansion game.

It's time to take control and turn that hot mess into a streamlined powerhouse of efficiency!

It takes less than 4 minutes to complete the scorecard and receive your recommendations.

START THE SCORECARD

Highlights the areas that need a little TLC as well as offers actionable insights to fine-tune your software and strategy. This Scorecard identifies gapes, areas of focus, and craft a game plan in less than 4 minutes!

How many tools do you use? (Email marketing, CRM, Invoice, Lead Pages, Online Courses, Online Booking, Website, Community, etc) *

How much do you spend per month of your tools? Not sure? Make your best guess. *

$

Spotting Gaps in Your Systems

Follow-Up Consistency: How often do you follow up with leads after the initial contact? (Be honest!) *

a) Immediately

b) Within 24 hours

c) Within a week

d) Inconsistent follow-up

Contact Info Accuracy: How accurate and up-to-date is your contact information? *

a) Always accurate and current

b) Mostly accurate but needs regular updates

c) Somewhat outdated

d) Significantly outdated or inaccurate

Customer Segmentation: Are your customers segmented based on relevant criteria (e.g., behavior, demographics)? *

a) Yes, we have detailed segments

b) Somewhat, but could be improved

c) No, segmentation is minimal

d) No segmentation at all

Automated Systems: How effectively are your CRM systems automated (e.g., appointments, payments, tasks, onboarding)? *

a) Fully automated and efficient

b) Partially automated but needs improvement

c) Minimal automation

d) No automation at all

Prioritize Areas to Focus

Lead Conversion Rate: How satisfied are you with your current lead conversion rate? *

a) Extremely satisfied

b) Somewhat satisfied

c) Neutral

d) Dissatisfied

Client Onboarding: How smooth and efficient is your client onboarding process? *

a) Seamless and quick

b) Fairly efficient but could improve

c) Needs significant improvement

d) Chaotic and disorganized

Marketing Effectiveness: How effective are your marketing campaigns in attracting quality leads? *

a) Very effective

b) Moderately effective

c) Not very effective

d) Ineffective or no active campaigns

Crafting a Winning Game Plan

CRM Integration: How well-integrated is your CRM with other tools (e.g., marketing platforms, customer service)? *

a) Fully integrated, no issues

b) Mostly integrated, minor issues

c) Partially integrated, needs work

d) Not integrated at all

Automation Know-How: How confident are you in your team's ability to automate CRM processes effectively? *

a) Extremely confident, we automate most tasks seamlessly

b) Fairly confident, but there's room for improvement

c) Somewhat confident, but automation is limited

d) Not confident, automation is rarely used or understood

CRM & Tools Alignment with Business Goals: Are your current CRM and tools able to deliver on your business goals? *

a) Absolutely, they fully support our goals

b) Mostly, but with some limitations

c) Somewhat, but they need significant improvements

d) Not at all, they hinder our progress

Your Recommendations

Quick Feedback

By working with Work Smarter Digital, you will save time and save money by reducing the number of tools you are managing.

Work Smarter Digital will REDUCE the # of tools you use by: *

Work Smarter Digital will SAVE your an estimated $$: *

For our Result and Recommendations, please provide your email.

Email *

First Name *

Would you like to schedule a strategy session for personalized recommendations? *

Already have one scheduled.

Yes I would.

Not at this time.

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Office: Arlington, VA

Text: 703.337.3797

Email: [email protected]

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