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Scale-Readiness Assessment

Are you ready to start rolling out a more robust CRM or business software?

Click the button below to start.

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Question 1 of 6

Which best describes your business today?

A

😎 I'm starting to grow quickly! I want to learn the fundamentals of choosing the right systems at the right time.

B

😬 I outgrew the spreadsheets I started with, and my ops are stretching the limits of those spreadsheets.

C

😰 I already signed with a big-name CRM and 1) my revenue can't justify the expense, 2) I don't know how to get my data to work with it, and/or 3) I'm not sure how to get it to actually help me and my team.

Question 2 of 6

I can pull up a customer’s full story

from first touch, purchase history and open commitments, all without rifling through post-its, DMs, or half-baked spreadsheets.

A

True

B

False

Question 3 of 6

Every sale, quote, and follow-up lives in one “source of truth”:

It never requires mental gymnastics to know what’s current. 

A

True

B

False

Question 4 of 6

My system is flexible.
Adding a product line, discount rule, or new salesperson takes minutes, not a weekend of spreadsheet surgery.

A

True

B

False

Question 5 of 6

Key numbers appear on demand.
I’m not rebuilding formulas, duplicating workbooks, or hiring an analyst for insights on basic metrics. 

A

True

B

False

Question 6 of 6

If I decided to graduate to a full CRM tomorrow…
…my data is structured, labeled, and ready to import—no expensive consultants needed to untangle it. 

A

True

B

False

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