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Free self-assessment

Customer Ops Health Check

Ten statements about how your onboarding, support, SOPs, CRM and handoffs run today. Answer honestly; it takes about three minutes, and your answers stay in your browser.

What you get

  1. A score out of 20How much of the customer operation runs on systems versus memory
  2. Your weakest areaOut of onboarding, support, SOPs, CRM, and ownership
  3. The next step for itWhich fix or service fits, and when the audit makes sense

Built from the checklist the Operations Audit starts with.

Statement 1

01 · Onboarding

Every new customer follows the same onboarding steps, and nobody relies on memory or personal reminders to move them along.

Statement 2

02 · Onboarding

The team agrees on what “activated” or “first value” means and can see which customers have not reached it.

Statement 3

03 · Support & escalations

Every support escalation type has a named owner and a known response path.

Statement 4

04 · Support & escalations

Routine issues get resolved without the founder stepping in.

Statement 5

05 · SOPs & documentation

SOPs exist for the recurring work, match how the team works today, and are easy to find.

Statement 6

06 · SOPs & documentation

A new team member could handle a common customer request using the docs alone.

Statement 7

07 · CRM & visibility

CRM records are complete enough that the team trusts what they say.

Statement 8

08 · CRM & visibility

Follow-ups and renewals are tracked in the main system, not in side spreadsheets, DMs, or inboxes.

Statement 9

09 · Ownership & rhythm

Handoffs between sales, onboarding, and support keep their context, whoever is doing them.

Statement 10

10 · Ownership & rhythm

You can spot an at-risk customer before they complain or churn.

0 of 10 answered.