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Are your systems a hot mess?

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 quiz evaluates 4 business systems and takes less than 4 minutes to complete.

How many apps are you paying for in your business? *

I'm only using free apps right now.
1 - 3 apps
4 - 6 apps
7 or more apps
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CONTACT MANAGEMENT

Do you have a CRM? *

Yes

No

Do you have one place you reference for contact information? *

Yes

No

Do you segment your mailing list? *

Yes

No

Not sure what that means

SALES & MARKETING

Do you have a sales pipeline in your CRM? *

Yes

No

Have you defined a follow up process? *

Yes

No

Are you consistently following up on networking and sales activities? *

Yes

No

Do you have a mailing list? *

Yes

No

Are you consistent with your marketing strategy? *

Yes

No

Don't have a marketing strategy

NEW CLIENT ONBOARDING

Rate how important is new client onboarding to your business. (1 star being unimportant and 5 stars being very important) *

⭐

⭐⭐

⭐⭐⭐

⭐⭐⭐⭐

⭐⭐⭐⭐⭐

Have you automated your new client onboarding? *

Yes

No

OPERATIONS

Are all of your tools integrated together? *

Yes

No

No idea

Do you feel your systems are streamlined? *

Yes most are

Some pieces are

None are

Are you using an online booking tool? *

Yes

No

Your Recommendations

Provide your email to receive your recommendations to streamline.

First Name *

Email *

BONUS Opportunity!

When you schedule a strategy session, you receive a personalized deep dive into your scorecard results and recommendations.

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

Already have one scheduled.

Yes I would.

Not at this time.

NEXT

Office: Arlington, VA

Text: 703.337.3797

Email: info@worksmarterdigital.com

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