Question 1 of 15
Utilization
Do you track your team's billable utilization rate — and have a target for it?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Project profitability
Do you know profit by project or client — not just overall agency profit?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Scope & change orders
Do you track scope changes and the unbilled hours they create?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Scope & change orders
When work runs past the estimate, do you record why?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Pipeline & new business
When you lose a pitch or proposal, do you record the reason?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Pipeline & new business
Can you see your proposal win rate by service line or lead source?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Client retention
Do you track client retention, churn, and account expansion?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Client retention
Do you collect client feedback or satisfaction on a regular cadence?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Client retention
Do you follow up with clients who didn't renew, to learn why?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Estimating accuracy
Do you compare estimated hours to actual hours on completed projects?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Capacity & bench
Can you forecast team capacity and bench time a month or two out?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Team performance
Do you track performance and growth for individual team members?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Delivery quality
Do you track rework, missed deadlines, or quality issues as a rate over time?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Cash & receivables
Do you monitor receivables and how long clients take to pay?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
Contractors & tools
Do you track subcontractor and software/tool costs over time?
Yes — tracked systematically
It's written down somewhere I can actually look it up
Sort of — informally
It's in my head, or scattered notes, not really tracked
No
We don't capture this at all
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