Nathan Scott Consulting

Question 1 of 5

How well are your operational data and documents organised today?

Think source-of-truth strength: shared drives, SOPs, naming, version control, the kind of stuff a new hire would need to find anything.

Scattered — files live on personal drives and inboxesPartial — shared folders exist but no single source of truthReliable — a maintained source of truth most teams useAudited — versioned, governed, and audit-ready

Question 2 of 5

How would you describe your current tool inventory?

CRM, ERP, accounting, docs, comms, automation, analytics — count the ones the operation actually runs on.

Bare bones — spreadsheets do most of the workOne core tool (a CRM, ERP, or equivalent) and little elseA core tool plus a few connected helpersAn integrated stack across ops, finance, and automation

Question 3 of 5

Roughly how many hours per week do you spend on manual ops?

Re-keying between tools, reconciling spreadsheets, chasing approvals by email, copy-paste work, anything a machine could do.

Over 30 hours per week15 to 30 hours per week5 to 15 hours per weekUnder 5 hours per week — most of it is already automated

Question 4 of 5

Have you tried automating parts of the operation before?

Honest answer — attempted pilots, internal scripts, vendor rollouts that fizzled, anything that was meant to reduce manual work and didn’t stick.

Several attempts fizzled before they stuckOne or two attempts floppedNone yet — we have not seriously triedAt least one automation shipped and is running today

Question 5 of 5

How quickly does the team adopt a new tool when it clearly helps?

From “looks promising” to “live on a real workflow.” Speeds vary widely — and tell you a lot about where to start.

Multi-quarter review before anything shipsQuarterly cycle — usually picks up new tools at the planning meetingWithin a month when the case is clearDays — pilot, decide, and ship in the same week

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