| Marketing/Sales | Do you have a marketing plan that directs your sales operations? |
| Do you have digital, collateral, and in-person marketing initiatives that complement each other? | |
| Does your marketing plan target a specific audience? | |
| Who is responsible for defining, developing, implementing, and aligning marketing initiatives to all other operations initiatives? | |
| Are decisions made according to a set of parameters, criteria, and expectations on results? Track results? | |
| Operations | Do you have a workflow for each operational area? |
| Are they defined into a process with responsibilities, accountabilities, and results included? | |
| Are all operational areas linked/integrated into internal customer needs? | |
| Are all areas linked/integrated into external customer needs? | |
| Are decisions made according to a set of parameters, criteria, and expectations on results? | |
| Do current decisions satisfy your goals? Track results? | |
| Finances | Do you track money? |
| Do you have defined processes or systems to identify this tracking, including responsibilities and accountabilities for expected results? | |
| Do you make a sufficient profit? | |
| Do you have extra money/resources for investment in growth? | |
| Do you balance a new expense with new value to be created? | |
| Do you have a funding strategy? | |
| Are your investment decisions made in the context of long-term goals or short-term needs/desires? Track results? | |
| Do your decisions impact investments? | |
| Are those impacts satisfactory to you? | |
| Technology | Do you automate whenever possible? |
| Are apps and systems linked? | |
| Do they integrate? | |
| Do you provide regular training and support on these apps and systems? | |
| Do you have obstacles due to automation? | |
| Do you evaluate your technology needs and potential solutions? |
