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5 Systems Audit Scorecard
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Rate each system 1–5. Use the scoring guide below.
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SystemAssessment Criteria
Your Score (1–5)
Status
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System 1
Job Delivery System		Score 1 — No documentation exists. Quality depends entirely on who does the job.—
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Score 2 — Some informal notes or verbal instructions. Not consistently followed.
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Score 3 — Checklists exist for 1–2 common job types. Used by some staff.
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Score 4 — Documented process for most job types. Used consistently by most staff.
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Score 5 — Full documented process for all job types. Followed by all staff. Tested with new hires.
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System 2
Lead & Sales System		Score 1 — Leads come in randomly. No defined response protocol or tracking.—
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Score 2 — Website exists. Some enquiries tracked informally.
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Score 3 — Defined lead channels. Response protocol documented but inconsistent.
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Score 4 — Multiple channels active. Quote conversion tracked. Some follow-up process.
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Score 5 — Full lead-to-close system. All metrics tracked weekly. Review generation active.
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System 3
Financial Visibility System		Score 1 — Bank balance is the primary financial indicator. Accountant handles the rest.—
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Score 2 — Monthly P&L reviewed. No job-level margin visibility.
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Score 3 — Weekly revenue tracked. Some job cost data available. Cash flow reactive.
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Score 4 — Weekly dashboard reviewed. Job margin tracked for most job types.
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Score 5 — Full weekly dashboard. Job-level margin for all work. Rolling cash forecast current.
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System 4
Team Management System		Score 1 — No role documentation. Performance conversations are reactive and personal.—
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Score 2 — Informal role clarity. No structured check-ins or performance review.
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Score 3 — Role charters for key staff. Occasional 1:1s. No formal review process.
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Score 4 — Role charters for all staff. Monthly 1:1s. Quarterly reviews conducted.
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Score 5 — Full performance system. Metrics visible to each team member. Onboarding structured.
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System 5
Digital Presence System		Score 1 — Basic website. Minimal Google presence. No review strategy.—
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Score 2 — Functional website. Google Business Profile exists. Sporadic reviews.
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Score 3 — Website generates some leads. GBP optimised. Some review process in place.
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Score 4 — Website consistently generates leads. GBP active. Regular review flow.
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Score 5 — All components optimised. Lead channel strategy defined. Metrics tracked monthly.
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TOTAL SCORE (out of 25)0Do Not Scale Yet
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Scoring guide: 20–25 = Ready to Scale | 15–19 = Solid Foundation | 10–14 = Build Before Growing | Below 10 = Do Not Scale Yet
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