Fluent Assessment Checklist
IS YOUR BUSINESS READY TO GROW, BUT EXPERIENCING SOME OF THESE ISSUES?
- We’re drowning in spreadsheets.
- We can’t find good people, and those we do find are expensive.
- We have too many systems that don’t talk to each other, so we’re constantly re-entering data.
- Customers leave us because we don’t look different from our competition.
- Employees struggle to find the information they need to do their jobs.
- Manual processes are causing issues with scalability.
- I don’t know when problems pop up until it’s too late.
- I get conflicting numbers from different parts of the organization.
- If we grow much more, our processes may fall apart.
- Sales and service can’t see all client interactions, so we risk looking foolish.
How Did You Score?
0-1 Checked
MONITOR ZONE
You’re running strong. Keep an eye out for early warning signs as you grow.
2-3 Checked
WATCH ZONE
A few inefficiencies are starting to show. Addressing them now prevents bigger problems later.
4-5 Checked
CAUTION ZONE
Growth may already be slowed by bottlenecks. A deeper look will help you course-correct.
6-7 Checked
RISK ZONE
Your business is likely struggling to scale. Processes, people, or technology may already be stressed.
8-10 Checked
CRITICAL ZONE
Growth is at risk. Immediate action is needed to uncover root causes and build a smarter roadmap forward.
Smarter Growth. Fewer Pains. Clear Roadmap.
Growth shouldn’t hurt – but too often it does. Even if you only checked a couple of boxes, inefficiencies could have a
significant impact to your business. The Fluent Assessment is your blueprint for smarter, scalable growth. We uncover
the hidden root causes of inefficiency across your people, processes and technology – then deliver a clear, actionable
roadmap to help you scale without the growing pains