Run · Free resource preview
List the recurring jobs that touch cash and customers. For each one, identify its trigger, responsible person, checklist and evidence of completion.
What you will produce
Work through 6 focused questions, one section at a time. Your saved result separates documented, partly documented, missing and unknown evidence and gives you the next action.
Free Tools account required. We return you here after sign-in.
Inside the assessment
Section 1
Start with the jobs you already do: enquiries, quotes, delivery, invoicing, collections, purchasing, payroll preparation, customer follow-up, scheduling and the weekly review. The editable inventory below stays in this browser session.
6 questions
Illustrative example: a customer enquiry starts the quoting process. A named team member gathers the requirements, follows the checklist and records whether the quote was sent. AI can draft the response from approved material; that team member checks the facts before sending it.
Version 2026-09-12.1. Results vary. Nothing here is financial, legal, or tax advice.