Operational Debt Scorecard

Assess your agency's operational efficiency and identify areas of hidden cost and inefficiency.

Time-Based

How many hours per week does your team spend on manual, repetitive tasks?

Include data entry, reporting, scheduling, email management, etc.

1/9

Process

How many different tools/platforms does your team use daily?

Count CRM, email, project management, design tools, analytics, etc.

2/9

Process

What percentage of your team's time is spent on manual data entry/transfer between systems?

Copying data from one tool to another, manual CRM updates, etc.

3/9

Team

What percentage of your team's time is spent on admin/operations vs. client delivery?

Admin includes scheduling, reporting, invoicing, team coordination.

4/9

Team

When you hire new team members, how much time do you spend training them on manual processes?

Training on tools, systems, client-specific workflows, etc.

5/9

Financial

Estimated annual cost of manual work (salary + overhead for time spent on repetitive tasks)?

Calculate: (hours per week × hourly rate × 52 weeks) × team size

6/9

Financial

How many hours per month does your team spend on client reporting and data compilation?

Creating reports, pulling analytics, compiling results, etc.

7/9

Automation Readiness

What's your current automation maturity level?

Assess your current state of process automation and system integration.

8/9

Automation Readiness

How well documented are your agency's processes?

SOPs, workflows, decision trees, client processes, etc.

9/9