Take a short Systems & Operations Health Check and see where work is leaking, stalling or getting stuck—so you know what to fix first before you throw more leads or people at it.
Your answers are reviewed by a human, not just a model. Every Health Check is manually reviewed before we send your summary.
Most firms know something isn't working—they just don't agree on where. The Systems & Operations Health Check gives you an outside view on how your business actually runs today across leads, handoffs, client journey and delivery.
This isn't an instant AI-generated score. You share how things really work; we review your answers manually and come back with a short, prioritised summary you can actually use in planning.
The goal: help you stop guessing what to fix—and in what order—before you throw more traffic, tools or headcount at the problem.
7–10 minutes
Answer a focused set of questions about how leads come in, how handoffs work between teams, where work gets stuck, and which tools you're using. No homework, no data uploads—just what you know from living with the system every day.
Not auto-generated
Behind the scenes, we use your answers and our internal frameworks to spot likely bottlenecks and sequence issues. Then a human reviews and edits the findings. You do not get a generic AI print-out.
You receive a concise summary highlighting where you're strong, where things are fragile, and the 3–5 areas we'd focus on first, in order.
If the summary resonates, you can choose to keep it for your own planning or book a discovery call where we walk through the findings and only then discuss a deeper Systems & Operations Audit.
Nothing is "sold" off the back of a quiz result. Any recommended plan only comes after a proper discovery call.
The questions mirror how your business really runs—from first contact to cash in the bank—without dragging you into a three-hour workshop.
What actually happens between an enquiry and a real conversation.
Where work regularly gets "lost" between marketing, sales, onboarding, delivery and finance.
How your process feels from the client's side—confusing, smooth, repetitive, full of gaps?
What would break if you doubled demand, and where work already piles up today.
How your current stack helps or quietly makes things worse, and where automation might actually make sense.
The output isn't a 40-page slide deck. It's a simple, useful snapshot you can act on.
You're free to use the summary as input for your own internal planning—even if we never work together.
In some cases, it makes more sense to talk before we ever put a plan on paper.
If you'd like, you can skip straight to a discovery call. We'll use the Health Check questions as a loose guide, but keep it conversational—no pressure, no jargon, and no "AI platform demo".
By the end of that call, we'll both know whether a full Systems & Operations Audit and build-out makes sense, or if you're better off keeping things in-house for now.
No. We use some internal tools to organise and analyse your answers, but every single Health Check is manually reviewed and edited by a human before you see anything. The goal is to give you a thoughtful, context-aware summary—not a generic AI print-out.
No. You're welcome to use the Health Check summary as input for your own planning. If you'd like help designing or implementing changes, you can book a discovery call—but that's entirely up to you.
B2B firms where the work is mostly delivered by people—law, consulting, marketing, accounting and similar services—and where there's enough activity that leaks and bottlenecks add up quickly. If you're a solo freelancer just starting out, this is probably overkill.
Most people can complete the Health Check in 7–10 minutes. If you need to think about certain answers, you can always pause and come back to it.
Take the Health Check now and get a human-reviewed summary of where to focus first.
Start my Health Check