Systems Health Assessment

Let us map your operations.

This takes about 5 minutes. No wrong answers — we are mapping how your business actually runs.

First, what is your name?

Business Overview

Tell us about your business.

This helps us tailor the assessment to your context.

What industry are you in?

How many people are on your team?

How long has your business been operating?

Under 1 year 1-3 years 3-7 years 7+ years

Tool Stack

Your current tools.

Understanding your tool landscape helps us assess integration health.

How many SaaS tools does your business use regularly?

Do multiple tools handle the same function?

No overlap — each tool has a clear purpose Some overlap — 1-2 areas of redundancy Significant overlap — we pay for tools that do the same thing It is chaos — nobody knows what we are paying for

How do your tools connect to each other?

Native integrations — most tools talk to each other Zapier/Make — we use automation to bridge gaps Manual export/import — lots of CSV and copy-paste They do not — everything is siloed

Data Flow

How information moves.

Data flow efficiency directly impacts productivity and decision-making.

How many hours per week do you spend on manual data entry or copy-paste between systems?

Do you have a single source of truth for customer/client data?

Yes — one system that everyone uses Sort of — we have a main system but people also keep spreadsheets No — customer data lives in multiple places I am not sure where all our customer data is

How do you generate business reports?

Automated dashboards that update in real-time Semi-automated — some manual data pulling required Mostly manual — spreadsheets compiled from multiple sources We do not have reliable reporting

Scalability

Growth readiness.

Can your systems handle growth without proportional pain?

If you doubled your customer base tomorrow, what would break first?

How long does it take to onboard a new team member to your systems?

Under a week — clear docs and training 1-2 weeks — mostly tribal knowledge 3-4 weeks — complex systems, steep learning curve Over a month — or they never fully learn everything

What percentage of your core business processes are documented?

75-100% — well documented 50-75% — key processes are documented 25-50% — some documentation exists Under 25% — most knowledge is in peoples heads

AI Readiness

Your AI posture.

AI is most powerful on clean, connected systems. Where do you stand?

How is your business currently using AI?

Strategically — AI is integrated into core workflows Experimentally — some use of ChatGPT/Claude for tasks Barely — we know we should but have not started Not at all

Is your business data structured in a way that AI tools could use it?

Yes — clean databases, consistent formats Partially — some structured data, some messy No — mostly unstructured documents, emails, and spreadsheets I do not know

What is your appetite for investing in AI-powered automation?

Ready to invest — we see the ROI potential Cautiously interested — need to see clear value first Skeptical — not convinced it applies to our business We have already invested and are not seeing results

Almost Done

Where should we send your results?

Your personalized analysis will be ready in seconds.

Email address

Company name (optional)

In one sentence, what is the biggest operational headache you would love to solve?