"*" indicates required fields Step 1 of 5 - Scheduled Meetings / what meeting / frequency / who does them 0% HiddenName Name HiddenEmail* Scheduled Meetings / what meeting / frequency / who does themI have regular and frequent meetings that achieve what is on the agenda.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDoes your team meet regularly (at least once a week )?* Does every employee leave a meeting with a clear understanding of tasks and due dates?* Do all meetings have the following:* Clear Agenda Clear Leader Start/Stop Time Documented Tasks Meeting Minutes HiddenI feel confident that my regular and frequent meetings achieve what is on the agenda.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree Org Chart: Communication & ReportingI feel confident that everyone in my company knows the organizational structure and who to go to with any questions or concerns.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you have a current Org Chart that Is accessible and visible to all employees?* If yes: does it currently work efficiently* Are the roles and responsibilities in the org chart well defined?* HiddenIf yes: does it work efficiently?*Choose OneYesNo Internal Communication Process - Reminders & General CommunicationI feel confident that internal information is communicated seamlessly, and on time.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you have an automated reminder process or is this done manually?* Does every employee leave a meeting with clear understanding of tasks and due dates?* Do you have a communication flowchart addressing who is told what at each internal handoff point?* What are the current methods of communication used within your business?* CRM (Hubspot/ BuilderTrend/ Service Titan/ Top Builder, Pro-Serve, etc.. ) Email Text Voxer Phone Call Video Call Other HiddenChoose OneYesNoHiddenWhat are the current methods of communication used within your business?1 CRM (Hubspot/ Builder Trend/ Service Titan) Email Text Voxer Phone Call Video Call Other General Business - Task Delegation (monday.com?)I feel confident that my priorities and tasks are clearly documented and organized in a physical place other than my mind1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly AgreeDo you wake up each day knowing the tasks ahead?* Do you currently use a virtual/in-person assistant to help with daily task management?* How do you organize your daily/weekly/yearly tasks??* I don't Notepad Phone Excel/ Word Doc Google Calendar/Docs Project Mgmt Software Voice Recording Delegate to assistant HiddenMy priorities and tasks are clearly documented and organized in a physical place other than my mind.1 - Strongly Disagree, 2 - Disagree, 3 - Neither Agree Nor Disagree, 4- Agree, 5- Strongly Agree Do you currently use a Field Management App or Software?* Do you have a direct to Customer Communication App or Software?* Do you have a customer testimonial and referral App or Software?* Do you have a Social Media manager? (in-house or contractor)* Do you have a direct channel to speak to leadership? (example: Slack)* Do you offer customers financing plans for projects?* x