Business EcoSYSTM Workbook

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$\color{#000000}\colorbox{#edf7a9} {\textsf {Section I | Internal Culture}}$

What does your company culture look like? What characteristics, expectations, or processes do you have in place to achieve success? (i.e. kudos, stand-up meetings)
Please list out your org chart, who is your team & what are they responsible for?
Do you have sub-teams? How do your team silos interact with each other?
Who is responsible for client interactions? What's their role and what part of the client experience are they responsible for?
What does your company meetings & communication system look like? What software do you utilize?
What are your current employee/contractor hiring and review processes?
What current problems are you facing within your company culture due to software, remote work, etc. that can be improved with this project?
What is your number 1 priority of this new operating system?
What results do you expect your team will achieve from this operating system? It could be anything! Better organization, communication, faster OKR reach.
What is the number 1 thing you do not want from this operating system?

$\color{#000000}\colorbox{#edf7a9} {\textsf {Section II | Customer Experience}}$

Please describe your services and/or products including price points & audience.
Explain your customer journey. What journey do you take them on from pre-sale to post. What experience do you craft for them?
What does your pre-project process look like? How do you interact with leads before they become customers?
What does your customer onboarding process look like? What materials & resources do they need access to?
What does your during-project process look like? How do you interact with your clients while executing the scope of work? What materials or resources do they need access to?
What does your client feedback process look like?
What does your post-project process look like? How do you interact with referrals, returning clients or retainer clients?
Does your process from above change at all when a client moves to retainer or returns for another project?
What areas of this customer journey do you feel like are lacking or that can be improved?
What areas of this customer journey do you feel like your team does great at?
What areas of the customer journey is currently automated?
What areas of the customer journey would you like to be automated?
How do you remove any non-ideal clients within your customer journey?
What data do you collect from clients within your CRM? How do you document project termination and failed leads, vs. successful projects?
Final thoughts