Firm health check for architects, interior designers and engineers

Free tool

Firm health check

Ten quick questions on how your firm wins work, runs projects, gets paid and works as a team. You see your score straight away.

Sales

When a new enquiry comes in, how soon does someone reply?

The same dayWithin two or three daysWhen someone gets to itWe often miss them

Can you see every open enquiry and proposal in one place?

Yes, in one shared listPartly, across email and chatsNo, it is in people's heads

Can you tell today which projects are behind schedule?

Yes, at a glanceAfter a few callsNot until a client complains

When a client asks for extra work, what happens?

It is written down and priced before we startWe note it and bill later if we rememberWe usually just do it

Does your team record the hours spent on each project?

Every week, against each projectSometimesNo

How soon after a stage is finished do you send the invoice?

Within a weekWithin a monthWhen we find the time

How many of your invoices are paid late?

Fewer than 1 in 10About 1 in 4About halfMost of them

How do you chase unpaid invoices?

Reminders go out on a set scheduleSomeone remembers to callWe rarely chase

Does everyone know who owns each task on a project?

Yes, every task has an owner and a dateMostlyNot really

If a key person is away for two weeks, does the work carry on?

Yes, everything is written down and sharedWith some delaysNo, it stalls

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