YOUR FREE CLIENT FLOW FRICTION SCORECARD
Find the next process worth fixing.
Review ten points in your client journey. Use the result to choose one improvement that can reduce missed follow-up, repeated work, or unclear handoffs.
Score each statement
Give yourself 0 if it rarely happens, 1 if it happens inconsistently, or 2 if it happens reliably.
- Visitors can quickly understand who we help and what to do next.
- Every inquiry reaches a shared, searchable record.
- We capture enough information to decide the next step.
- Someone owns the next action and its due date.
- Follow-up happens without depending on memory.
- Proposals reflect a written, agreed scope.
- New clients receive clear onboarding instructions.
- Delivery handoffs have an owner and a checklist.
- We can see overdue work and stalled inquiries.
- Another person could follow our documented process.
Read your result
0–7 / Stabilize: begin with a reliable inquiry record, assigned owner, and next action.
8–14 / Connect: focus on the handoff that causes the most delay or repeated work.
15–20 / Improve: test one automation and track whether it reduces effort without creating exceptions.
This is a planning aid, not a validated diagnostic or a prediction of business results.
Your one-workflow action plan
Write down: the trigger → information required → owner → next action → deadline → completion evidence.
Choose one measure, such as time to first response or overdue follow-ups. Record a baseline, make one change, then compare the same measure after two weeks.
Use automation for predictable rules. Use AI assistance for a draft or summary that someone reviews. Keep a person responsible for pricing, commitments, exceptions, and sensitive decisions.