Step 1 of 5 20% PhoneThis field is for validation purposes and should be left unchanged.Lead Intake & ResponseWhen a new lead arrives, is a real person notified immediately?(Required) Yes No Is lead routing based on availability, not just a shared inbox?(Required) Yes No Can a lead reach a human in under 5 minutes during business hours?(Required) Yes No If the first person doesn’t respond, is there automatic escalation?(Required) Yes No Internal Processes & AccessAre internal processes documented in a single, agreed-upon location?(Required) Yes No Do staff know where to find the current version of SOPs?(Required) Yes No Are permissions enforced by role, not assumption?(Required) Yes No Do approvals happen inside a system, not email threads or hallway conversations?(Required) Yes No Visibility & AccountabilityCan you see where work is stalled without asking someone?(Required) Yes No Do dashboards reflect real operational status, not just reports?(Required) Yes No Are delays visible before they become problems?(Required) Yes No Ownership & RiskCould your team operate these systems if a vendor disappeared tomorrow?(Required) Yes No This field is hidden when viewing the formScoreGet your resultsWhere would you like us to send your free results and 3 action items?Name(Required) First Last Email(Required) PhoneOpt-in to receive your results and any related communication via(Required) email only email and phone Skip back to main navigation