Stop Guessing. Start Scaling With Intelligence.

Most founders are too close to their business to see what’s really holding them back. The OPERATE Growth Score™ pulls back the curtain, giving you a clear view of your growth engine across 7 critical pillars — Outreach, Pipeline, Execution, Retention, Automation, Telemetry, and Enablement.

Take this quick assessment to find out where you’re strong, where you’re stuck, and where your next big growth wins are hiding.

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How well have you identified and focused on your most effective outreach channels? *

We haven’t identified any reliable outreach channels.

We’ve tried some channels, but we’re unsure what works best.

We have one or two channels that work okay, but we haven’t doubled down strategically.

We know our top-performing channels and actively focus our efforts there.

We have validated channels, prioritize them strategically, and allocate resources accordingly.

How consistent and structured are your outreach activities? *

Outreach happens rarely or randomly.

We do some outreach occasionally, but there’s no real structure.

We have a loose cadence but it’s often inconsistent.

We follow a clear outreach calendar/cadence most of the time.

We have a well-structured, documented outreach system that runs reliably every week.

How dependent is your outreach on you personally (the founder/leader)?

100% dependent on me — if I stop, outreach stops.

Mostly dependent on me, with minimal support.

I still drive most outreach, but some is handled by tools/team.

Outreach is mostly handled by tools or team, with light oversight.

Outreach runs independently with minimal founder involvement.

How reliable is your lead flow from outreach efforts? *

We rarely generate leads through outreach.

We occasionally get leads, but inconsistently.

We generate some leads but can’t rely on it fully.

We consistently generate a healthy volume of leads.

We have a predictable, scalable lead flow that meets or exceeds our capacity.

How much does your outreach contribute to overall brand authority? *

It doesn’t – we’re mostly invisible.

We’re starting to put ourselves out there but inconsistently.

We have some visibility but not a strong authority presence.

Our outreach contributes meaningfully to brand presence and credibility.

Our outreach has made us a recognizable, trusted authority in our space.

How well organized is your CRM or lead management system? *

We don’t use a CRM or any organized system.

We have a basic list or spreadsheet but it’s messy.

We use a CRM but it’s not fully set up or consistently maintained.

We use a CRM consistently with clear stages and data.

We have a fully built-out CRM that’s actively used, automated, and updated in real time.

How consistent and reliable is your follow-up with leads? *

We rarely follow up after the first contact.

We follow up sometimes, but inconsistently.

We have some follow-up but often forget or lose track.

We follow up consistently with most leads.

We have automated and manual follow-up systems that ensure no lead slips through the cracks.

How well do you qualify leads to focus your efforts on the right prospects? *

We don’t qualify leads at all.

We use gut feel or informal methods.

We have some qualification questions but no clear process.

We qualify consistently with defined criteria.

We have a well-structured qualification system (e.g., lead scoring, automated filters) to focus on the best prospects.

How predictable is your sales pipeline? *

Totally unpredictable – we don’t know what’s coming.

Occasionally we have visibility but mostly guesswork.

We have some predictability but still lots of uncertainty.

Our pipeline is fairly predictable and informs planning.

Our pipeline is highly predictable and reliable, giving us confidence in future revenue.

How effectively do you use automation to support your pipeline? *

We don’t use any automation.

We use a couple of basic automations (e.g., email responses).

We have some automations but they’re limited or unreliable.

We have a solid set of automations that support pipeline management.

Our pipeline is heavily supported by advanced, reliable automations integrated with CRM and outreach.

How smooth and structured is your customer onboarding process? *

We don’t have a structured onboarding process.

We have a loose or manual onboarding process.

We have a basic onboarding process, but it’s inconsistent.

We have a clear onboarding process that works well most of the time.

We have a seamless, automated onboarding experience that sets clients up for success.

How organized and reliable is your task/project management for client delivery? *

Everything is managed in people’s heads or ad hoc tools.

We have a tool but use it inconsistently.

We use task management somewhat consistently but things still slip.

We use a solid project management system that keeps delivery on track.

We have a robust project management system with clear owners, deadlines, and automations ensuring nothing falls through.

How well could your delivery operations run without your direct involvement? *

Everything depends on me – if I stop, delivery stops.

It depends heavily on me, though some support exists.

Some parts can run without me, but I’m still needed often.

Most delivery can happen without my direct input.

Delivery runs like a machine, with minimal founder involvement.

How well do you use tools, automation, or AI to support your delivery operations? *

We rely entirely on manual work.

We use minimal tools or automation.

We use a few tools/automations but not strategically.

We use tools and automations effectively to support delivery.

We’ve deeply integrated automation and AI to make delivery efficient and scalable.

How clear and consistent is communication with clients during delivery? *

It’s inconsistent and often unclear.

We communicate reactively when clients ask.

We have some standard updates but not consistently applied.

We proactively communicate at key points.

We have a structured communication rhythm that keeps clients informed and delighted.

How intentional is your strategy for retaining clients or customers long term? *

We don’t have any intentional retention strategy.

We occasionally check in but not strategically.

We think about retention but it’s inconsistent.

We have a clear retention strategy we follow most of the time.

We have a proactive, data-driven retention strategy with clear goals and actions.

How effectively do you offer upsells, cross-sells, or expansion opportunities to existing clients? *

We don’t have any upsell or expansion offers.

We sometimes mention them informally.

We have upsells but they’re not structured or consistent.

We have clear upsell opportunities that we offer strategically.

We have a well-designed expansion path and system to increase lifetime value.

How strong is your sense of community or loyalty among clients/customers? *

We don’t have any community or loyalty initiatives.

There’s some sense of connection but not cultivated.

We have some loyalty or light community touchpoints.

We actively build community and loyalty with clear initiatives.

We’ve created a strong, engaged community or loyalty ecosystem that keeps people around.

How effectively do you turn happy clients into advocates (e.g., referrals, testimonials, case studies)? *

We don’t have any advocacy systems.

We get testimonials occasionally if we remember to ask.

We collect some testimonials but it’s not structured.

We have clear processes to collect and showcase advocacy.

We have a robust referral and advocacy engine that brings in new business consistently.

How effectively do you collect and use feedback from retained clients to improve your offerings? *

We don’t collect feedback.

We collect it informally but rarely act on it.

We occasionally use feedback to improve.

We regularly collect and use feedback strategically.

Feedback loops are baked into our retention strategy, driving continuous improvements.

How strategically do you identify tasks and workflows that could be automated? *

We haven’t thought about automation strategically.

We occasionally automate ad hoc tasks.

We sometimes identify automatable tasks but without a clear process.

We actively identify and prioritize tasks for automation.

We have a systematic process for spotting automation opportunities across the business.

How reliable and well-maintained are your current automations? *

We don’t have any automations.

We have a couple that work sometimes.

We have some automations but they break often or aren’t monitored.

Our automations are generally reliable and monitored occasionally.

Our automations are highly reliable, monitored, and well maintained.

How much time and effort have your automations saved the business overall? *

None – we haven’t automated.

A little – minor time savings.

Some noticeable savings but limited scope.

Significant time and effort saved across multiple areas.

Massive, measurable time savings that have transformed operations.

How effectively are you using AI tools (e.g., GPT, voice, agents) within your workflows? *

We don’t use AI at all.

We’ve experimented a little but nothing consistent.

We use AI for some isolated tasks.

We use AI tools strategically in several workflows.

AI is deeply integrated into our workflows as a core capability.

How well are your automations and AI tools integrated with your core systems (e.g., CRM, PM, marketing stack)? *

Not integrated at all.

A couple are loosely connected.

Some integrations exist but they’re fragile or limited.

We have solid integrations across key tools.

Our automations and AI are seamlessly integrated with core systems.

How clearly have you defined the key metrics that drive your business? *

We haven’t defined any key metrics.

We have some vague metrics but not well defined.

We’ve identified a few key metrics but not systematically.

We’ve clearly defined key metrics for most areas of the business.

We have a well-defined KPI framework that aligns with strategy and drives focus.

How easy is it for you and your team to access key metrics when needed? *

It’s very difficult – data is scattered or unavailable.

Some data is accessible, but it takes effort to find.

We have some dashboards or tools but they’re limited.

We have accessible dashboards for most key areas.

We have clean, centralized dashboards that make data instantly accessible.

How well do your dashboards or reports provide real-time visibility into performance? *

We don’t have any dashboards or reports.

We have some reports but they’re outdated or manual.

We have dashboards, but data isn’t updated frequently.

We have near real-time dashboards for key metrics.

We have fully automated, real-time dashboards that give us a live pulse on the business.

How often do you review key metrics to guide decisions? *

Rarely, if ever.

Occasionally, when something big happens.

We review some metrics periodically but inconsistently.

We have regular metric reviews that inform decisions.

Metrics are reviewed systematically and drive decision-making at all levels.

How well are your data systems integrated across tools and platforms? *

Not integrated – everything is siloed.

A couple of integrations exist but limited.

Some systems talk to each other but with gaps.

Most systems are well integrated.

Our data systems are fully integrated, giving us a unified view of the business.

How organized and accessible is your internal knowledge base or system (e.g., Notion, Wiki)? *

We don’t have one.

We have scattered documents but no structure.

We have a basic knowledge base but it’s incomplete.

We have a structured, organized knowledge base that’s mostly up to date.

We have a centralized, clean, and actively maintained knowledge base everyone uses.

How strong is your onboarding process for new team members or contractors? *

We don’t have a structured onboarding process.

We onboard ad hoc with minimal guidance.

We have some onboarding materials but it’s inconsistent.

We have a structured onboarding process that works well.

We have a comprehensive, automated onboarding system that gets people productive fast.

How well can your team operate without you needing to be involved in every detail? *

They rely on me for everything.

They can handle a few things but I’m still the bottleneck.

They handle some work independently but need frequent input.

They operate mostly independently with occasional guidance.

The team is fully empowered, proactive, and self-sufficient.

How well have you integrated AI tools or copilots to support your team’s day-to-day work? *

We haven’t.

A few experiments but nothing meaningful.

Some team members use AI informally.

We’ve integrated AI tools for key workflows.

AI copilots are deeply embedded, making everyone more effective.

How strong is your culture of sharing knowledge, improving systems, and upskilling over time? *

Very weak – everyone does their own thing.

Occasionally people share tips but not consistently.

Some knowledge sharing happens but not structured.

We have a culture of improvement and sharing.

Continuous learning and system improvement is part of our DNA.

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