Take the Quiz

What’s your Systems Score? Take our free quiz to find out how healthy your systems are.

1) How many email addresses are you using for your business?

A

One

B

Two

C

Three

D

Four +

2) Do you have canned emails set up for your frequent email responses?

A

Yes, they are a lifesaver!

B

Yes, but I still have to edit before sending.

C

Yes, but there could be more.

D

No, I do everything manually.

3) Do you organize, delete & archive your emails consistently?

A

Yes, everything is labeled and archived.

B

Yes, but I’m really far behind.

C

Archive, what’s that mean?

D

I just unread or delete everything.

4) How many of these places do you currently have to go through to find the files or graphics you need?

A

One to Two

B

Three to Four

C

Five to Six

D

Seven or More

5) How quickly can you find your files?

A

Under 2 minutes

B

Under 5 minutes

C

Under 10 minutes

D

10+ minutes

6) Do you have clear naming conventions for your file organization?

A

Yes, anyone & everyone can find what I’m looking for.

B

Yes, but it’s really only clear to me.

C

Eh, I have things listed by date or a random name.

D

No, what’s a naming convention?

7) How many of these ways are you regularly communicating with your individual team members?

A

One to Two

B

Three to Four

C

Five to Six

D

Seven to Eight

8) Do you find that emails, text messages or various forms of communication are getting buried or forgotten?

A

No, we are on top of our communication game.

B

Sometimes, but more often than not it just takes us a lot of time to find where something was communicated.

C

Yes, often something gets buried in the inbox or lost in a text message string.

D

I have to consistently look back through ALL the communication platforms to make sure we aren’t missing anything because it has happened too much.

9) How are your communication boundaries with your team? Do you & your team have ways to “disconnect” from notifications when they are off the clock?

A

Yes, we have a clear communication system and can disconnect when needed. We also have the freedom to leave things unread for when we are ready to take care of it.

B

Most of the time, but there are some times we call or text after hours for non-urgent items and that can be frustrating.

C

Too many times things get messaged at inconvenient times and then they get forgotten.

D

Um, what are communication boundaries?

10) Do you currently utilize a project management (PM) tool consistently?

A

Yes, it is the foundation of my business projects and tasks.

B

Yes, but it isn’t used consistently & is often an afterthought

C

No, we don’t use a PM tool but we do organize our projects and to-dos in lists & documents.

D

No, we don’t have any structure to our project management and task lists.

11) Do you keep all communication pertaining to a certain project or task in one place, so that you can take a short glance and see all the needed information and where the project currently stands?

A

Yes, it is seriously the only way I get things done!

B

Yes, but a lot of times the information gets added too late or is incomplete.

C

Sometimes, but it just seems to take too much time.

D

No, we consistently waste time trying to look back at information that was shared previously.

12) Do you have a clearly laid out workflow to bring a lead in as a paying client? And is it mostly automated?

A

Yes, all the way. From the time I discover their name to when they get paid, we have the same path for everyone.

B

Yes, but it is still very much a manual process

C

Sometimes, but many times clients take different paths or on a different timeline.

D

No, I kind of just do what makes sense at the time.

13) Do you have a clearly laid out workflow for your client onboarding process?

A

Yes, all the way. From the time I discover their name to when they get paid, we have the same path for everyone.

B

Yes, but it is still very much a manual process.

C

Sometimes, but many times clients take different paths or on a different timeline.

D

No, I kind of just do what makes sense at the time.

14) Do you have a clearly laid out workflow for your client offboarding?

A

Yes, all the way. From the time I discover their name to when they get paid, we have the same path for everyone.

B

Yes, but it is still very much a manual process.

C

Sometimes, but many times clients take different paths or on a different timeline.

D

No, I kind of just do what makes sense at the time.

15) Do you currently outsource to a Virtual Assistant?

A

Yes, and she’s a rockstar!

B

I’ve tried a few times and it just hasn’t worked out.

C

It is definitely on my list to do soon.

D

No, and I’m not really sure if I’m ready.

16) Do you know what things would be the most useful & effective to hand off to a Virtual Assistant?

A

Yes, it is such a freeing experience to HAND THINGS OFF!!!

B

Yes, I think I know some things but I really don’t consider myself really good at delegating.

C

A bit, but everything is so much in my head that it’s hard to really figure out how to hand it off.

D

I really have no idea what things I can stop doing!

17) How much time do you need to focus on only the things you can do in your business in order for it to scale?

A

1-3 hours per week

B

4-6 hours per week

C

7-9 hours per week

D

10+ hours per week