Systems Review Checklist

Redeeming hours every week and building capacity begins with the right systems

Company Name *

First Name *

Last Name *

Title *

Email Address *This is how you'll receive your score

Phone *

Number of full time and part time employees *Just me1-56-1010-2020-5050+

How often do you on-board new employees or contractors? *Rarely everAbout one a yearSeveral per yearAt least one a monthSeveral per month

About how many hours are spent on-boarding each new hire? *Option 1Option 2This doesn't count training time, just the time spent adding them to current systems.

How is your HR managed? *Out sourcedIn-houseWe don't have employees so we don't need HR managementGiven all the regulations on employment

How many full time employees are in your HR department? *

Where is your company's email domain and data hosted? *GsuitePersonal Gmail accountMicrosoft 365Amazon Web ServicesOther cloud servicesOn-Site ServersA good domain host means integrations between systems are radically easier.

What CRM (Client Relationship Manager) system do you use to track sales and client statuses *SalesforceHubspotZohoOther cloud systemOther on-site systemNone

Have you used any marketing campaigns within the last 12 months? *Yes, all the timeYes, but not oftenNo, but we may start soonNo, we're doing well without any campaignsFacebook ads, print ads, email campaigns, etc.

How do you manage and track metrics from these campaigns? *Option 1Option 2

What accounting software do you use? *

How much of your invoicing, billing, and expense tracking is done manually? *Just edge casesSome is manualMost of it is manualIt's all manual, and I want to die

Do you have a project management system in place? *YesSort ofNo

Briefly describe your current project management process *

Do you have a system to record ideas from clients and team members? *YesNo

Please do not fill in this field.

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