GridWorks Studio

Business Systems Checklist

Score each item: 0 = Missing, 1 = Needs Work, 2 = In Place

1. Lead Generation

Website clearly explains what you offer
Lead capture form exists
Calls-to-action are visible
Lead magnet is available
Leads automatically enter CRM

2. Sales & Follow-Up

Automated email follow-up exists
Automated SMS follow-up exists
Pipeline tracks opportunities
Discovery calls are tracked
Lost opportunities are reviewed

3. Client Experience

New clients receive onboarding
Appointments are automated
Reminders are automated
Client communication is documented
Review requests are automated

4. Operations

Processes are documented
Team responsibilities are defined
Recurring tasks are systemized
Files are organized
Reporting is reviewed monthly

5. Automation & Technology

CRM is being used consistently
Forms connect to workflows
Calendars are integrated
Email and SMS automations exist
AI tools support operations
Your Score
0 / 50
Foundation Needed (0-20 scale)
Lead Gen
Sales
Experience
Ops
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