TAKE THE PULSE OF YOUR PRACTICE WITH THIS ASSESSMENT!

In writing, we have a clear vision that has been communicated and is shared by the entire team.

Our core values are clear and drive all of the business decisions around the direction we want to move in.

Our business service offering and focus is clear. We keep our people, systems and processes focused on it.

The definition of our ideal customer (target market) is clear and our energy on marketing and sales is focused on it.

We have a consistent process for providing service to our customers, from when someone first contacts us, to onboarding and service delivery.

Our organizational chart is clear, complete, consistently updated and includes any outsourced vendors we use.

We have regular meetings with the team so everyone knows what the ongoing priorities are.

Our core business processes are simplified, streamlined, documented and followed to create predictability in the results we want.

We have systems for obtaining regular feedback from customers and/or employees so we always know their level of satisfaction.

We are fully utilizing our CRM and have built workflows to manage day-to-day customer requests and activities.