Question 1 of 5
How well do your tools
work together?
Think about the tools you rely on daily. Do data and tasks flow between them, or do you end up bridging the gaps yourself?
"Everything flows — data moves automatically between my tools"
Minimal manual work. Your tools are connected and talk to each other.
4 pts
"Some connections exist, but there's still manual bridging"
Partially integrated. Some steps are automated, others still require copy-paste.
3 pts
"Most tools are siloed — lots of copy-paste between them"
Mostly manual. You're doing the work of connecting tools that should connect themselves.
2 pts
"They're completely separate — no real integration at all"
Every handoff is manual. Nothing flows; everything has to be moved by hand.
1 pt
Question 2 of 5
How consistent are your
day-to-day processes?
Think recurring tasks: client onboarding, follow-ups, delivery. How repeatable is the way you handle them?
"It's in my head but I do it the same way every time"
Undocumented but consistent. Repeatable processes exist — they just need capturing.
4 pts
"I have rough notes or a checklist somewhere"
Some documentation exists. It's not polished but it's a foundation.
3 pts
"It depends on the week and how busy I am"
Inconsistent. What gets done depends on capacity, not a system.
2 pts
"Every time is basically from scratch"
No consistency. Each client or project gets handled differently.
1 pt
Question 3 of 5
When something needs to change,
who decides and how clearly?
Think about the last time you changed how something worked. Was there a clear owner of that decision, or did it take a while to figure out?
"One person, clear authority, no ambiguity"
No committee needed. The decision-maker is obvious and trusted.
4 pts
"One primary decision-maker, occasionally needs input"
Mostly clear. One person leads, but checks in before finalizing.
3 pts
"It's shared and requires alignment between a few people"
Consensus-driven. Takes coordination and sometimes back-and-forth.
2 pts
"Unclear ownership — decisions tend to stall or loop"
No clear authority. Changes require sign-off from multiple levels and often stall.
1 pt
Question 4 of 5
How attached are you to
your current tools?
Honest answer only. Attachment isn't a flaw — it's a real variable that affects how smoothly a transition goes.
"I'll use whatever works best"
No attachment. You follow function, not habit.
4 pts
"I have a preference or two but I'm flexible"
Some familiarity with current tools, but open to better options.
3 pts
"There's one tool I'd really prefer to keep"
One strong preference. Worth designing around rather than fighting.
2 pts
"I've invested a lot in my current setup and don't want to start over"
Significant investment — financial, emotional, or both. Change feels costly.
1 pt
Question 5 of 5
How documented are the things
you do regularly?
Think about your key workflows. If you handed them off tomorrow, would someone else be able to follow them without asking you questions?
"Everything key is written down and someone else could follow it"
Well-documented. Your processes don't live only in your head.
4 pts
"Some things are documented, but not consistently"
Partial coverage. Some workflows are written down; others still live in your head.
3 pts
"Most of it lives in my head or scattered notes"
Thin documentation. Anyone stepping in would need significant hand-holding.
2 pts
"Nothing is documented — it's all memory and improvisation"
No documentation. Every process would need to be built from scratch.
1 pt
Your Build Readiness Score
Clean Slate
Score: 0 / 20
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How you scored across each dimension
What this means for your build