SYSTEMS HEALTH ASSESSMENT

Is Your Business Running on Healthy Systems or Is Your Lack of Systems Running Over You?

Take this 5-minute assessment to find out where your business is leaking time, money, and peace.

For each question, rate your business from 1 (Never) to 5 (Always).
At the end, you’ll receive a score for each section and your final total.

Click the arrow below to begin.

1. I have a clear, repeatable process for onboarding new clients. *

2. New clients know exactly what to expect and what steps come next. *

3. I use automated systems (forms, emails, contracts) instead of doing everything manually. *

4. I have a professional offboarding process when clients complete working with me. *

5. My onboarding process makes clients feel confident and taken care of. *

6. I use a project management tool to track all my tasks and projects. *

7. I know exactly what I need to work on each day without feeling scattered. *

8. Nothing falls through the cracks; I have a system to track follow-ups and deadlines. *

9. My team (or contractors) know where to find information and what tasks are assigned to them. *

10. I can easily see the status of any project at a glance. *

11. I have a system for managing my inbox (filters, folders, labels, etc.). *

12. I don't feel overwhelmed by the amount of emails I receive daily. *

13. I have templates or saved responses for common emails. *

14. I respond to important emails within 24-48 hours without feeling buried. *

15. My communication with clients and team is organized and easy to track. *

16. I have a content calendar or plan for what I'm posting and when. *

17. I batch-create content instead of scrambling last-minute. *

18. I have a system for repurposing content across multiple platforms. *

19. I schedule content in advance rather than posting in real-time daily. *

20. Creating content feels manageable, not overwhelming. *

21. I have a system for tracking leads and where they are in my sales process. *

22. I follow up with leads consistently without letting them fall through the cracks. *

23. I use a CRM or tracking system to manage my clients and pipeline. *

24. I know my conversion rate and where leads are getting stuck. *

25. My sales process feels organized and intentional, not chaotic. *

26. I have a clear schedule and know when I'm working vs. when I'm off. *

27. I protect my time and don't overbook myself. *

28. I have systems in place to prevent constant interruptions and distractions. *

29. I batch similar tasks together instead of switching between different types of work. *

30. I feel in control of my time, not like my business is running me. *

Almost there...before we calculate your Systems Health Score, please let us know where to send your results 💌

First Name *

Last Name *

Email *