A practical checklist for owner-led businesses in hospitality, field services and agencies. Work through it in 15 minutes. Score yourself. Know exactly what to fix first.
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The checklist covers every area where owner-led businesses lose time on manual work. Each section scores independently — so you know which area to fix first, not just that something's wrong.
How long does a quote take? Is the format consistent? Do you track conversion? Are follow-ups manual? Can you produce a quote without the owner?
Does onboarding follow a documented checklist? How many manual steps per hire? Are right-to-work checks logged centrally? Is it consistent across sites?
Is your pipeline in one place? Do deals update without chasing? Can you see conversion rate in under 60 seconds? Are follow-up tasks created automatically?
How long to produce your weekly P&L? Is labour cost tracked in real time? Are client reports produced manually? Do you rely on the bookkeeper for basic figures?
Do you get 60-day renewal alerts automatically? What percentage of renewals lapse? Is uplift applied consistently at renewal?
Do clients receive consistent update cadences? How many hours per week on tasks you could hand off? Which tasks only happen when you personally do them?
This isn't a technical audit. There's no acronym-heavy framework or enterprise jargon. It's a plain-English checklist for business owners who know something is wrong but can't articulate exactly what — or where to start.
Works for any owner-led business with 5–50 staff. Most useful for hospitality operators, field service businesses, recruitment agencies and digital agencies.
Work through it alone in 15 minutes, or use it as a conversation guide with your ops lead.
The free Operations Audit Checklist covers seven areas of your business — quoting, onboarding, CRM, reporting and more. Score yourself, know what to fix first.
No hard sell. Just the PDF.
If the checklist surfaces something you want to act on, a discovery call takes 30 minutes and costs nothing.