Find your bottleneck in 10 minutes — then fix the right thing first.

If your business feels “busy” but not stable, you don’t have a motivation problem — you have a systems problem.

This free scorecard helps you identify exactly where you’re leaking time and money so you stop guessing and start fixing the right thing first.

What you get

         10-minute self-assessment scorecard (PDF)

         Scoring rubric (what “good” looks like)

         “Fix this first” interpretation guide

         Priority map: what to solve now vs later

Bonus Materials

• Results page: “If you scored low on X, do Y”
• 3-email follow-up mini sequence
• One-page “Systems Glossary”
  

Versions (Choose Your Level)

Lite

• Main + Bonus materials
• Best for: DIY implementation, solo operators, and owners validating the system

Pro

• Everything in Lite
• Jobber Build Spec (step-by-step configuration guidance)
• Google Doc access (editable, reusable, team-friendly)
• Training access (implementation + enforcement guidance)
• Best for: teams standardizing workflows and deploying inside Jobber

Jobber Build Specs

         Jobber “Business Health” custom fields (client/job level flags like: Lead Source Known, Next Step Set, Closeout Complete, etc.)

         Standard status pipeline (Lead → Quote Scheduled → Quote Sent → Won → In Production → Closed)

        Tags taxonomy for operational visibility (example: “Needs Follow-Up”, “Deposit Missing”, “Closeout Missing”, “Callback Risk”)

         Saved views/filters spec (example: Quotes Sent + No Follow-Up in 2 days)

         Weekly ops review ritual inside Jobber (what to check + which screens + which filters)

How to use them:

Score yourself → pick the #1 bottleneck → assign an owner → review weekly.

Quick FAQ

How long does it take? About 10 minutes.
Do I need a team? No — works solo too.
Do I need Jobber? No — Pro/Team just include Jobber support.

Best for

• Owners who want clarity without hiring a consultant
• Teams drowning in “busy” with no progress
• Contractors ready to fix the right thing first

Bottom Line

Protect margin, reduce chaos, enforce standards — not just document them.