Universal Business Benchmark & Measurement Tool

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Section 1: Operational Clarity

How automated is your lead follow-up process?

Not automated

Partially automated

Fully automated with reminders

Fully automated with tailored sequences

Rank the following areas in order of priority for process improvement, with 1 being the highest priority and 4 being the lowest: SOPs, Automation, Role Clarity, Onboarding.

Describe your onboarding process when a new hire joins.

Biggest operational challenge?

One change for the greatest improvement?

Section 2: Revenue Health & Monetization

How do you track lead-to-customer conversions?

No tracking

Manual

Monthly reports

Real-time dashboard

Rank your revenue streams (e.g., services, subscriptions, partnerships).

A major client stops paying—what is your immediate response?

What blocks revenue growth?

What new income source could you pursue?

Section 3: Client Engagement & Retention

How structured is your follow-up process?

No process

Ad hoc

Monthly

Automated personalized sequences

Rank the following client engagement methods in order of priority, with 1 being the highest priority and 4 (or more) being the lowest: Surveys, Loyalty Programs, Newsletters.

A key client has been inactive for months—what is your follow-up action?

What is the most valuable client feedback you’ve received?

How can you increase retention?

Section 4: Team Alignment & Cultural Awareness

How structured is your feedback collection process?

None

Occasional

Quarterly

Ongoing with anonymous options

Rank your team’s biggest challenges (e.g., communication, morale, clarity of roles).

A team member reports low morale—what action do you take?

What is your team’s greatest challenge?

What could leadership improve?

Section 5: Strategic Awareness & Decision-Making

How structured is your decision-making process?

No process

Informal

Team-based

Fully data-driven

Rank your top three business risks.

A competitor launches a similar product—how do you respond?

What is the greatest risk to your business goals?

How do you measure decision success?

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