10-Point Checklist: Is Your Business Built for Growth?

As a business owner or manager, you’re constantly looking for simple ways to boost your profits and grow.

But in order to be successful, you need to have a service operations automation platform in place that can adapt and adjust to change just as well as you do.

We’ve put together a quick checklist (because we know how busy you are) to help you see if you’re on track to successfully grow your business.

So - when it comes to managing your operations:

1. Are you staying organized with a smart platform that reminds you of key dates and deadlines, or are you trying to remember important tasks with checklists and sticky notes?

2. Are you working consistently with a smart platform that can automate your repetitive processes like daily admin work, or are you wasting time doing the same tasks day in, day out?

3. Are your client communications streamlined and visible for everyone to see in a single dashboard, and easy to follow (for growing teams across different offices or cities)?

4. Can you (and everyone on your team) easily access pertinent information from anywhere without jumping between various disconnected tools?

5. Do you have any platforms in place that enable you to diagnose your business’ health from a single glance, so that you and your team can address problems quickly?

6. Do you know how productive your staff are (in real-time), or how well they’re being utilized in order to allocate tasks more effectively?

7. Is most of your time spent on billable client work (as opposed to everyday busywork or admin work) so that you can continue to grow and generate more revenue?

8. Are you able to easily duplicate recurring contracts and project templates or do you have to manually recreate them?

9. Do you have real-time reporting to hold everyone on your team accountable 24/7?

10. Are you spending enough time in the right places -  for example - are you working on new projects and reaching out to new clients to grow, or are you too busy trying to stop things from falling through the cracks?

If anything on this checklist left you feeling uncertain about your path to growth, consider looking into a service operations automation platform that will set you up for success - just click here to give it a try!