Tool 07

Digital readiness

Answer a few self-assessment questions across 13 areas of your business. You will get a readiness score, category breakdown, strengths, gaps, and suggested next steps.

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Online presence

Which best describes your business website today?

Which best describes your business website today?No website yetA social page or directory listing onlyA simple site that is hard to updateA live site we can update ourselves

What is your domain / web address situation?

What is your domain / web address situation?Don't have a domainUsing a free subdomain or third-party addressOwn a domain but don't use it consistentlyOwn a domain and use it everywhere

What email do you use for the business?

What email do you use for the business?A personal email (gmail/yahoo, etc.)A business email, rarely usedA business email for most contactA business email, used consistently

Can someone unfamiliar find how to contact you quickly?

Can someone unfamiliar find how to contact you quickly?Not reallyOnly by personal referralListed in a couple of placesEasy to find across channels

Website

How does your website behave on a phone?

How does your website behave on a phone?No websiteDifficult to use on mobileUsable but not polishedClear and easy on mobile

How current is your website content?

How current is your website content?No websiteOut of dateMostly current, some stale pagesKept up to date

How clear is the path for a visitor to contact you?

How clear is the path for a visitor to contact you?No websiteContact details are hard to findContact exists but takes a couple of stepsClear and obvious contact path

Overall, how would you rate your website quality today?

Overall, how would you rate your website quality today?No websiteNeeds significant workGood enough, some rough edgesConfident in it

Google & local discoverability

Your Google Business Profile (or equivalent local listing):

Your Google Business Profile (or equivalent local listing):Not set up / not sureCreated but incompleteComplete but rarely updatedComplete and maintained

Your name, address & phone on maps and directories:

Your name, address & phone on maps and directories:Inconsistent or not sureCorrect in one main placeConsistent across main listingsConsistent and verified everywhere

Social presence

How active are your social profiles?

How active are your social profiles?NoneOne, with occasional postingA few, reasonably activeActive where our customers are

How regular is your posting?

How regular is your posting?Rarely or neverSporadicFairly regularA consistent schedule

Are your profiles complete (bio, links, contact)?

Are your profiles complete (bio, links, contact)?Barely set upPartially completeMostly completeComplete and on-brand

Content & brand assets

Your logo and brand assets:

Your logo and brand assets:NoneA basic logo onlyLogo plus some assetsA full set, easy to reuse

Clear written descriptions of what you offer:

Clear written descriptions of what you offer:NoneRough or outdatedClear but not everywhereClear and consistent

Photography or video of your work or product:

Photography or video of your work or product:NoneA little, low qualityDecent but not organizedGood, organized and on-brand

Leads & customer contact

Your contact forms or enquiry channels:

Your contact forms or enquiry channels:NoneEmail onlyA form or twoMultiple clear channels

WhatsApp (or chat) for enquiries:

WhatsApp (or chat) for enquiries:Not using itPersonal number onlyBusiness number, used ad hocBusiness line, integrated

How do you track who has enquired?

How do you track who has enquired?Not tracked / from memoryNotebook or loose notesA spreadsheet or manual listA system we can rely on

How consistent is your follow-up with enquiries?

How consistent is your follow-up with enquiries?No real processAd hoc, when we rememberMostly consistentDefined and reliable

Booking & commerce

Can customers book or reserve with you online?

Can customers book or reserve with you online?Not applicable to our businessNo, manual or in-person onlyPartial (email or phone)Online booking availableOnline booking, integrated and used

Can customers buy products online?

Can customers buy products online?Not applicable to our businessNoListings but manual orderingOnline orders, manual fulfilmentFull online purchase

Online payment:

Online payment:Not applicable to our businessCash or in person onlyBank transfer on requestBasic online paymentIntegrated online payment

How is an order or request processed today?

How is an order or request processed today?Manual, no real systemSome manual stepsMostly definedA clear workflow

SEO basics

Do your pages have clear titles and descriptions?

Do your pages have clear titles and descriptions?No websiteNot really set upSet on key pagesSet and reviewed regularly

When you search for your own business, what happens?

When you search for your own business, what happens?Can't find itHard to findUsually findableEasy to find and accurate

Business info (name, address, phone) across the web:

Business info (name, address, phone) across the web:Inconsistent or not sureCorrect in one main placeConsistent in the main placesConsistent and verified

Analytics

Do you measure website or listing traffic?

Do you measure website or listing traffic?NoOccasionally checkBasic analytics installedTrack and review regularly

Can you tell which enquiries or leads came from where?

Can you tell which enquiries or leads came from where?NoWe guess or ask customersPartly trackedTracked consistently

Business process digitization

How much routine work happens in spreadsheets or on paper?

How much routine work happens in spreadsheets or on paper?Almost everythingA lotSome, mixed with toolsMinimal, mostly tools

Are your important records digital and searchable?

Are your important records digital and searchable?Mostly paperScattered filesMostly digital, some gapsDigital and organized

Do you use workflow or task tools for recurring work?

Do you use workflow or task tools for recurring work?NoBasic (chat or email)A few toolsA clear toolset

Repeated admin tasks (invoices, reminders, updates):

Repeated admin tasks (invoices, reminders, updates):All manual, error-proneMostly manualPartly streamlinedLargely streamlined

Automation readiness

How well-defined are your repeatable processes?

How well-defined are your repeatable processes?Undefined, in people's headsLoosely definedDocumented for main tasksDocumented and consistent

Is your business data structured (lists and fields, not free text)?

Is your business data structured (lists and fields, not free text)?Mostly free text or notesMixedMostly structuredStructured and clean

Can you name the tasks you would most want automated?

Can you name the tasks you would most want automated?Not sureA few vague ideasSome clear candidatesA clear, prioritised list

Document organization

Where do important documents live?

Where do important documents live?Scattered or paperLocal folders on a deviceCloud but not organizedCloud, organized and backed up

Can you find a document when you need it?

Can you find a document when you need it?Often can'tSometimes struggleUsually find itQuick and reliable

Customer and project information organization:

Customer and project information organization:Not organizedFragmented across placesMostly in one placeWell organized and accessible

Security hygiene

Backups of important business files:

Backups of important business files:No backupsOccasional manual copiesRegular backupsAutomatic, tested backups

Your password practices:

Your password practices:I reuse a few simple passwordsSome variation between accountsUnique for key accountsA password manager / unique everywhere

Who has access to business accounts?

Who has access to business accounts?Unclear or shared looselyKnown but not reviewedReviewed occasionallyControlled and reviewed

Software and device updates:

Software and device updates:IgnoredApplied when remindedMostly currentKept current