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Simple Systems Intensive

Intake: questionnaire

View the Simple Systems Framework

Questions? Email Karena Kreger.

[email protected]
karenalenore

Where are you at now?

Use the questions below to select what most sounds like you. Again, no judgment. This is our opportunity to finally do this important work, and we’ll do it together.

Completion time: 5 minutes

Step 1 of 9

11%

Name(Required)

Email(Required)

What time slots would absolutely NOT work for you?(Required)

Wednesday at 10 am EST

Wednesday at 12 pm noon EST

Thursday at 10 am EST

I can make any of these work!

What timezone are you in?(Required)

Which doc tools do you use?(Required)

Google Docs

Notion

Airtable

None of these.

Check all that apply.

Vision (Who We Are)(Required)

I’ve formalized the big picture for the company.

I did this in the past, but it’s outdated.

I have a vague idea, but nothing on paper.

I’ve never really given this much thought.

Structure (Who Does What)(Required)

I have a complete staff in place covering everything.

I mostly have a collection of part-time team members (employees or contractors).

It’s just me and I wing it.

Positioning (How We Sell)(Required)

I have a well-defined niche and a clear pricing structure.

I have a general sense of who makes a good client and how we charge, but it’s flexible.

I say yes to almost anything. Work is work.

Offerings (What We Do)(Required)

I know our sweet spot of services and don’t deviate.

I generally offer our main services but often say yes to other client requests and figure it out later.

Every project is different in deliverables, scope, and definition of success.

Process (How We Deliver)(Required)

Everything is documented and easy to find.

Some things are documented, but they may be outdated or incomplete.

Let’s be honest, it’s all in my head.

Snapshot (How We Measure)(Required)

I know my numbers and have an easy place to see them.

I have a general sense of how we’re doing but mostly run on intuition.

Numbers scare me. I don’t know what to measure or where we stand.

Cadence (How We Keep Moving)(Required)

I’ve developed a rhythm and generally feel on top of the important work.

Sometimes I work on the business and sometimes just in it. It’s a mixed bag.

Every week looks different. I work hard but never seem to get the important things done.

What’s currently feeling heaviest or most frustrating in your agency right now?(Required)

What would you most like to get out of this experience? What would make this a clear win for you?(Required)

Do you have any other things to note for me before we begin?