Grab a cuppa and be honest with yourself. There's no prize for a high score. Just a clearer idea of where to look first.
What the eight questions check
Catch
Do enquiries land in one place and get answered?
Questions 1-2Measure
Do you know how many quotes you send and win?
Questions 3-4Follow through
Does follow-up actually happen, and who owns it?
Questions 5-7Run without you
Would it keep going if you took two weeks off?
Question 8What your score means
7 or 8: You're in better shape than most. Keep an eye on the one you missed, because that's usually where the next leak starts.
4 to 6: The bones are there, but work is slipping out between the steps. Most established businesses land here, and it's very fixable.
0 to 3: Your pipeline is running on memory and hope. That sounds grim, but it's actually good news. The first fixes are simple, and they tend to pay back fastest.
Where to start
Look at the first statement you didn't tick. The list runs roughly in order, from catching enquiries to following them through. Fix leaks near the top first, because everything below depends on them.
If you're not sure what "fixed" would look like for your business, that's exactly what the free chat is for.
Sally Jones
Founder of Fernforge Growth Advisory. 15 years delivering systems for organisations large and small, with a background in organisational psychology. Based in Levin, working across New Zealand and Australia.