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About
Work With Us
For
NDIS
Providers
Systems Audit
Streamline Success
Systems Audit
Streamline Success
Power Hour
VIP day
OBM on Retainer
Testimonials
Resources
Tool recommendations
Contact
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Do you find that any of your tools are becoming outdated or redundant for your business needs?
*
Yes, they're no longer keeping up with my business growth
No, they're still meeting my needs perfectly
Are your systems well integrated with one another?
*
Yes, everything's running
smoothly and integrated.
I'm unsure; there might still
be some gaps that need fixing.
No, and I don’t have the time
to tackle integration right now.
What systems have you identified as potential bottlenecks for scaling up?
*
Team structure and roles
Client onboarding and customer experience
Task Automation
Standard Operation Procedures for my team
Internal and external communication
All of the above – All my systems needs a boost!
Not sure – That’s why I’m here to figure it out!
If you hire a new team member today, do you have any training on the systems in place? Are those reflective of your current business practices?
*
Yes, we’ve got a solid training process ready to go.
Not yet, we’d need to create one.
Not yet, I wouldn't know where to start.
On a scale of 1 to 10, how confident is your team in using your tools and business systems?
/10 Confident
Next →
Do you have documented processes for key business tasks?
*
Yes, and we make sure they stay up to date.
Not yet, but it's on our to-do list.
No, and it’s not something we can prioritise at the moment.
Have you automated repetitive tasks using software tools?
*
Yes, we’ve automated most of our repetitive tasks.
Not yet, we’re still handling things manually.
No, we’re lacking both the time and know-how to implement automation.
Are there any recurring bottlenecks in your workflow that slow down productivity?
*
Yes, but I’m unsure how to tackle them.
I think so, but I can't pinpoint the cause—just noticing a productivity dip.
Nope, everything's running smoothly in my business.
Are there any reported issues with SOPs clarity?
*
Nope, our SOPs are crystal clear and easy to follow.
Some areas could definitely use more detail or clarification.
Yes, we frequently run into confusion with our SOPs.
I don't currently have SOPs in place.
Do you see any patterns of inefficiency within your team?
*
Not really, our team operates pretty smoothly.
There might be some inefficiencies, but I’m not sure where to start fixing them.
Yes, I’ve noticed a few areas where we’re not working as efficiently as we could be.
Are team members quick to adapt to changes in the business systems without significant delays?
*
Absolutely, they adapt seamlessly and quickly.
Sometimes, usually they offer resistance due to the lack of detail SOPs.
No, changes often cause confusion and delays.
Do team members actively provide feedback on the effectiveness of the current business systems?
*
I don't usually ask for feedback.
They believe we can improve our systems but we’re lacking both the time and know-how to implement automation.
Yes, and we are proactive in optimising the systems regularly.
Is there a clear understanding of roles and responsibilities?
*
Yes, everyone in the team is aware of their role in the business.
Sometimes, we have tasks that are not clear who they belong to.
My team lacks accountability over their tasks sometimes because their role is not fully clear.
It's not clear; we prioritize results, so we assign the task to whoever is available at the time.
Are there any areas where current operations are impeding growth?
*
Yes
No, everything is ready for me to scale
Are your current operations aligned with your long-term vision?
*
Yes
Some of them
No
Have you identified potential bottlenecks in your current systems that could impede scaling in the future?
*
Nope, everything seems to be running smoothly.
I think there might be some, but I'm unsure how to pinpoint or fix them
Yes, there are definite bottlenecks that need attention.
I haven't really thought about bottlenecks yet.
If you plan to expand, what areas of your operations need to be strengthened first? (Select all that apply)
Team structure and roles – I need better alignment
Client onboarding and processes – My customer experience needs streamlining.
Automation – Too many manual tasks slowing us down.
Standard Operations Procedures for my team
Optimising my Business Systems
Communication – Internal and external communication could definitely use some fine-tuning.
All of the above – All my systems needs a boost!
Not sure – That’s why I’m here to figure it out!
Next →
Are there specific business milestones you're working toward?
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