How efficient is your current tech setup? This scorecard will show you where you’re crushing it—and where you’re losing time, money, or momentum.
Rate each area below from 1 to 5, where:
1 = Major issues, 3 = Needs work, 5 = Running smoothly
Then total your score at the end.
1. Lead Capture & Follow-Up
- I consistently capture every potential lead
- New leads are automatically stored or tagged
- Follow-up is timely and not dependent on memory
2. Client Onboarding
- Clients get a clear, automated onboarding process
- Emails, contracts, and intake forms are sent without delays
- Onboarding feels smooth and professional
3. Scheduling & Calendar Management
- Clients can book appointments without back-and-forth
- My calendar prevents double-booking and time leaks
- I use buffers, limits, and automations
4. Task & Workflow Management
- I have a clear way to track tasks and progress
- Recurring tasks don’t get lost or forgotten
- I use automation for handoffs and reminders
5. Metrics & Reporting
- I regularly track key metrics (leads, revenue, etc.)
- Reports are easy to access and understand
- I use data to make informed decisions
6. Data & Security
- I use secure tools for client data and communication
- My systems are backed up and up to date
- I know how to protect sensitive info
Your Total Score: [ ] / 30
How to Interpret Your Score:
- 26–30: You’re running like a well-oiled machine. Let’s find your next growth move.
- 20–25: Solid foundation, but a few upgrades could free up your time.
- 13–19: You’re running on hustle—let’s replace that with smart systems.
- Below 13: It’s costing you more than you know. Let’s fix it now.
Next Step: Book Your Free Tech Efficiency Audit
I’ll review your results with you and help map out what to streamline first—so you can stop wasting time and start scaling with less stress.
Ready to See What’s Possible?
It starts with a 30-minute free audit—and could change how you work forever.
