Scorecard

The Polished Operations Scorecard | Polished & Prosperous

Polished & Prosperous

The Polished Operations Scorecard

Find out exactly where your business is running on you -- and where it can finally run without you.

Progress
0 / 20

Rate each statement from 1 (never) to 4 (always). Be honest -- this is for you, not for anyone else. Your results will show you exactly which pillar needs attention first.

01

Capture

One Front Door

Every inquiry comes through one consistent entry point -- not DMs, texts, and emails all at once.


When someone reaches out, one automatic thing happens -- they do not wait on me to respond manually.


My inquiry process sets a professional tone before I ever speak to a potential client.


Leads do not fall through the cracks when I am busy, offline, or in the middle of client work.


I know exactly how many inquiries came in this month and what happened to each one.

02

Convert

Automated Follow-Up

Follow-up after an inquiry happens automatically -- it does not depend on me remembering to do it.


Potential clients receive my services guide or pricing information without me manually sending it every time.


I have not lost a lead recently because follow-up slipped while I was focused on other work.


My booking process -- proposal, contract, invoice -- is streamlined and does not require back-and-forth.


My conversion rate from inquiry to booked client feels consistent -- not dependent on how much energy I have that week.

03

Deliver

Consistent Client Journey

Every client gets the same onboarding experience -- regardless of how busy I am when they book.


Appointment reminders and prep instructions go out automatically -- I do not send them manually.


My client experience does not change based on my mood, my schedule, or how many other clients I have that week.


Post-service follow-up happens without me having to remember to send it.


I could hand my client process to someone else today and they could execute it without asking me how.

04

Sustain

Retention and Growth

Past clients receive re-booking outreach automatically -- I am not relying on them to remember me.


Review requests go out after every project without me manually sending them each time.


I have a referral process in place that keeps warm leads coming in without me actively chasing them.


My email list receives regular value from me even during my busiest seasons.


My business is actively working on retention and growth even when I am not thinking about it.

Your Score

-- / 80

Pillar Breakdown

Capture
Convert
Deliver
Sustain

Your Next Step

Polished & Prosperous  |  polishedandprosperous.com