Assessment Questionnaire

First, tell us about your business.

What the company does, the industry you're in, and roughly how many people work there.

And what's your role there?

Now the important part: walk us through the work you want off your team's plate.

Describe it the way you'd explain it to a new employee: what kicks it off, the steps in order, who does what, and what "done" looks like. This is the heart of your assessment — the more detail, the better.

How much time does it really take?

Best guess is fine: hours in a typical week, and how many people touch it.

Which tools does the work pass through?

Email, spreadsheets, your CRM or accounting software, paper — whatever it touches. And mention if any part is outsourced today.

When it goes wrong, what happens?

The cost of a mistake — an unhappy client, a redo, a fine. And tell us if any compliance, regulatory, or audit rules sit on this work.

What have you already tried?

Software, a hire, outsourcing, duct tape — it all helps us understand the problem.

Where should we send your assessment?

And a phone number we can reach you at

Tell us about the work.

Your answers are in.

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