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Business Presentation Scene

Ready to Explore Your Business from the Inside Out?

Business Systems Assessment by RISE

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Systems, CRM & Automation Assessment

Answer honestly based on how your business operates today — not how you want it to operate. There are no right or wrong answers. This assessment identifies where systems, workflows, and automation can improve.

SECTION 1: Business Snapshot (Context Only – No Scored)

Business type
Primary role in the business
Team size
Years in operation

SECTION 2: Client & Lead Management (CRM)

Goal: Assess how well relationships are captured, tracked, and nurtured.

Where are new leads captured?
Where is client/customer information stored?
Can you see the full history of a client (messages, purchases, appointments)?
How are follow-ups handled?
Can you easily see where each lead/client is in your process?

SECTION 3: Workflow & Process Clarity

Goal: Identify how work moves from start to finish.

Are your services/products delivered the same way every time?
Do you have documented steps for core tasks?
If you were unavailable for 2 weeks, could someone run the business?
How are tasks assigned and tracked?
Where do most delays happen?

SECTION 4: Tools & Tech Stack

Goal: Understand tool usage and efficiency.

How many platforms are used to run daily operations?
Do your tools integrate with each other?
Are you paying for tools you don’t fully use?
How often do you duplicate work across tools?
How confident are you in your current tech stack?

SECTION 5: Automation & Efficiency

Goal: Identify time leaks and automation potential.

How many tasks repeat weekly?
How are appointments or bookings handled?
How are payments processed?
How are client notifications handled?
How much time do you spend on admin tasks weekly?

SECTION 6: Data, Visibility & Decision-Making

Goal: Measure leadership visibility and insight.

Can you quickly see your business performance?
Do you track leads, conversions, and revenue?
How are decisions made?
Can you identify bottlenecks quickly?
Do you have a single “source of truth” for business data?

SECTION 6: Scalability Readiness

Goal: Assess growth readiness.

Can your current systems handle growth?
How easy would it be to add team members?
How dependent is the business on you personally?
Do systems support delegation?
How confident are you in scaling?

SECTION 7: Final Reflection (Qualitative – Optional)

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