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1. Company Information

2. Company Profile

1. What is your company's primary business model?
3. How many full-time equivalent (FTE) employees does your company have?
2. What is your company's approximate annual revenue?
4. What is your primary industry?

3. Current Business State

B. Operational Scaling & Efficiency

1. As your company grows, how well do your existing operational processes adapt to increased volume or complexity?
2. To what extent are manual, repetitive tasks consuming your team's time and resources?
3. How consistently do you deliver your products or services to customers/ clients?
4. How effective is internal communication and information flow across different departments or teams?
5. How well do you utilize technology and tools to support your daily operations?
6. How often do you review and optimize your core operational processes?
7. How effectively do you manage your supply chain or key external dependencies (e.g., vendors, partners, contractors)?
8. How well are new employees onboarded and integrated into your operational processes?
9. How effectively do you manage inventory or resource allocation to meet demand?
10. How well do you manage and mitigate operational risks (e.g., cybersecurity, compliance, business continuity)?

E. Customer Acquisition & Support

1. How efficient and effective is your customer acquisition process (from lead generation to conversion)?
2. How smooth and engaging is your customer onboarding process after a sale/ sign-up?
3. Are there clear, efficient processes for handling customer inquiries, support tickets, or complaints?
4. How effectively do you gather, analyze, and act on customer feedback to improve your offerings and processes?
5. How well do you manage customer relationships and foster loyalty (e.g., CRM usage, retention strategies, communication)?
6. How effectively do your sales and marketing processes work together to generate qualified leads?
7. How well do you manage your post-sale customer success or account management processes?
8. How effectively do you manage your brand reputation and online presence (e.g., reviews, social media)?

D. Financial & Administrative Processes

1. How efficient are your financial reporting and accounting processes (e.g., monthly close, tax preparation)?
2. How effectively do you manage invoicing, accounts receivable, and accounts payable?
3. Do you have clear budget allocation, tracking, and forecasting mechanisms in place?
4. How efficient are your administrative processes (e.g., document management, approvals, internal requests)?
5. How well do you manage contracts and legal documentation?
6. How effectively do you manage your human resources processes (e.g., payroll, benefits, employee records, onboarding/offboarding)?
7. How well do you manage IT infrastructure and support for your employees?
8. How effectively do you manage your physical assets and equipment?
9. How well do you manage your company's data and information security?

C. Performance Measurement & Reporting

1. Do you have clear Key Performance Indicators (KPIs) or Objectives and Key Results (OKRs) in place that are understood by all relevant stakeholders?
2. How effectively do you track and report on these metrics to inform decisionmaking?
3. How well are your individual and team goals aligned with overall companywide objectives?
4. Do you have accessible dashboards or reporting systems that provide realtime or near real-time insights into key business performance?
5. How often do you review your performance metrics and adjust strategies based on the insights gained?
6. How effectively do you use data to identify process bottlenecks or areas for improvement?
7. Is there a clear process for communicating performance results and insights to relevant teams and stakeholders?
8. How well do you benchmark your performance against industry standards or competitors?
9. How effectively do you use predictive analytics or forecasting to anticipate future trends or challenges?

A. Product/Service Development & Innovation

1. How are new offerings (products, services, features) conceptualized and defined?
2. How effectively do you manage your project pipeline and prioritize initiatives?
3. What are the common delays or roadblocks in your development/delivery cycle?
4. How well do different teams (e.g., design, development, marketing, sales, operations) collaborate during the development process?
5. How do you incorporate feedback (from customers, testing, market analysis) into your product/service development?
6. How effectively do you manage quality assurance and testing for new offerings?
7. How well do you manage the launch and post-launch phases of new products/ services?
8. How effectively do you manage intellectual property (IP) related to your new offerings?

F. Organizational Culture & Leadership

1. How clearly defined are your company's vision, mission, and values, and how well are they communicated throughout the organization?
2. How effectively does leadership communicate strategic decisions and changes to the entire organization?
3. How well does your organization adapt to change (e.g., market shifts, new technologies, internal restructuring)?
4. How effectively are decisions made within your organization?
5. How well do you foster a culture of continuous improvement and learning?
6. How effectively do you empower employees to take initiative and make decisions within their roles?
7. How well do you manage and resolve internal conflicts or disagreements?
8. How effectively do you recognize and reward employee contributions and performance?
9. How well does your leadership team foster a positive and inclusive work environment?
10. How effectively do you manage employee feedback and suggestions for improvement?
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