Systems Score

Systems Stage

Customers could still buy/contact us, but work would pile up quickly.

Most routine activity would continue, but several tasks/decisions would wait for me.

Routine operations would continue and I would mainly return to exceptions or important decisions.

Very little; recurring work is captured in systems.

A system, automation, or assigned process triggers it.

Very difficult; most of it is in my head.

They could figure out some things with my help.

Systems, SOPs, and dashboards make the business understandable without constant explanation.

I manually notice and respond when I can.

Leads enter an organized intake or tracking process.

Leads are captured, organized, and moved into a defined follow-up workflow.

Follow-up is triggered based on customer behavior or stage.

Spread across texts, email, DMs, and memory.

Some information is organized but not consistently.

Most customer information lives in a central system.

Customer data is centralized and used for segmentation, follow-up, or decision-making.