Free tools
Free process improvement tools for small business
Three quick, free tools to gauge where friction is costing you the most — no email required. Run them, then bring the results to a discovery call.
Before you start
Here’s what a result actually looks like
Not a lead form in disguise — three specific findings, one recommended first process, and the option to book if you want help with it.
62%
Example result — Process maturity: Developing
- Weakest finding: “Employees rarely re-enter the same data into multiple systems” scored lowest — double entry is likely happening somewhere in your business.
- “New hires can learn our key workflows without relying on tribal knowledge” also scored low — institutional-knowledge risk.
- “We regularly measure cycle time or throughput” scored low — you likely don’t have a number for how long your core process actually takes.
Recommended first process: map the one workflow with the most manual re-entry and fix that handoff first.
When your results appear, we save your answers and results, with no name or email, to help us improve these tools in aggregate. Never sold, never used for advertising. If you ask us to email your results, we keep your email address too. See our Privacy Policy →
Tool 1 of 3
Software & Skills Gap Analysis
For each core SMB function, tell us what you use today, whether it talks to your other systems, who supports it in-house, and how often you're stuck calling support.
Bring this result to a free 30-minute call. We’ll pick the first workflow to fix.
Tool 2 of 3
Process Health Check
Rate how strongly each statement describes your organization today. Ten questions, about two minutes.
Bring this result to a free 30-minute call. We’ll pick the first workflow to fix.
Tool 3 of 3
Cost-of-Inefficiency Calculator
Estimate what manual, redundant, or poorly designed workflows are actually costing your team each year.
How this is calculated: your average salary ÷ 2,080 working hours/year (40 hrs × 52 weeks) gives an hourly rate. We multiply that rate × hours lost per week × team size × 52 weeks to get the annual cost. No hidden math.
Estimated annual cost of inefficiency
Bring this result to a free 30-minute call. We’ll pick the first workflow to fix.
Ready to act on what you found?
These tools give you a starting signal. A discovery call turns it into a plan.
Book a discovery call (opens in new tab)