Where does the handoff break?

Choose one repeatable workflow—lead follow-up, client onboarding, scheduling, delivery, collections—and rate the operating reality, not the intention.

Private by design: answers are scored on this device and are never submitted.

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Workflow name optional Name one workflow so your result is specific enough to use.

01One person clearly owns the next step at every handoff.

Always

Usually

Sometimes

Never

02The current status is visible without asking another person.

Always

Usually

Sometimes

Never

03Required information moves once, in a consistent format.

Always

Usually

Sometimes

Never

04Exceptions have a defined path, owner, and approval boundary.

Always

Usually

Sometimes

Never

05The team measures cycle time, rework, or delayed cash.

Always

Usually

Sometimes

Never

06People can complete the workflow without copying data between tools.

Always

Usually

Sometimes

Never

out of 18

First move

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The score is a directional operations diagnostic, not a guarantee of savings, revenue, or automation suitability. Continue carries only the score band and one suggested friction in a next-page fragment; your workflow name and answers are not stored or sent.