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STEP 1:  TAKE THIS OFFICE EFFICIENCY ASSESSMENT
Use this tool to evaluate your current office systems and
determine if it's time to hire some help

I often miss calls or am unable to schedule an appt at the time of the call.  This results in missed opportunities 1 2 3 4 5 6 7 8 9 10 My systems are sufficient that I rarely miss a call or an opportunity.
My customer service is lacking.  I rarely get referrals from existing customers, and customers often have to wait for me to call them back.   1 2 3 4 5 6 7 8 9 10 My customer service is fine.  I get lots of repeat business and a steady stream of referrals.
I'm not organized.  I often miss deadlines.  I forget to call customers back and I often feel stressed 1 2 3 4 5 6 7 8 9 10 I'm very organized.  I have systems in place to remind me in advance of impending deadlines, and I rarely miss them.
I'm behind on billing and suffering from negative cash flow because of it. 1 2 3 4 5 6 7 8 9 10 I have no billing issues.  All work is paid COD and/or I have a solid system to track delinquent accounts.
I have a marketing plan, but often miss implementing it because I'm so busy.  I have no specific mechanism to capture the responses because I'm just too busy. 1 2 3 4 5 6 7 8 9 10 I have a marketing plan that I follow to the letter.  Every lead is followed up on a specific schedule which I closely adhere to
I need time to think.  I cannot do any sort of strategic planning for my business because I'm constantly interrupted by small fires, and some larger ones. 1 2 3 4 5 6 7 8 9 10 I adhere to my calendar religiously.  I block off time for strategic planning and no one is permitted to disturb me during these times.
I'm a small business, but I would like to appear larger so I could attract larger clients 1 2 3 4 5 6 7 8 9 10 My business size is fine.  It's exactly where I want it to be to attract the most profitable customers.
I'm swamped with paperwork.  I can't find proposals that I've written.  And by the time I've written them, the jobs are already gone. 1 2 3 4 5 6 7 8 9 10 Routine paperwork is never a problem.  I have systems in place to handle them, and I actually enjoy it.
I've lost the dream.  I have no quality time.  My family is suffering because of my unending schedule, and I feel like a mouse running on a wheel. 1 2 3 4 5 6 7 8 9 10 I have plenty of time.  I've structured my business to enable me to have plenty of quality time while my company is making money for me.  I'm living the American dream.
I need someone to watch my back.  Because I'm busy, motivated and fully absorbed in what I do, I often miss opportunities.  I need someone I can count on to help me with my blind spots. 1 2 3 4 5 6 7 8 9 10 I'm fully motivated and a self-starter.  I know my crowd, and my clients are the first to keep me informed of anything I might be missng.
I have workers to schedule, but I'm too busy to manage them. It's painful to know that I'm paying people to stand around waiting for me to give them their next assignment. 1 2 3 4 5 6 7 8 9 10 I either have no workers or scheduling issues, or I have a system in place whereby my workers know exactly where they should be and what I expect.

RECORD YOUR TOTAL SCORE
(If your score is less than 85, it might be time to
consider bringing on some office support).
 
 

STEP 2:  CLICK HERE FOR STEP 2

 

Here's to your health: Business and personal!

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