Operational health check
Find Out What’s Holding Your Trade Business Back
A practical Operational Health Check to help you see what needs improving – and where to start.
You know your trade. But when you’re busy getting jobs done, keeping customers happy and catching up on admin, there’s rarely time to step back and look at how the business runs.
Office Shed’s Operational Health Check gives you an experienced outside view of your systems, processes and day-to-day operations, with a detailed report to help you decide what to tackle next.
$1,080 + GST
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Is this you?
Has Your Business Grown Faster Than Your Systems?
A spreadsheet here. A workaround there. Another task that only you know how to do.
It’s understandable. You’ve been focused on bringing in work and delivering it. But the systems that helped you get started may now be making the business harder to run.
You don’t need to guess what needs fixing first.
The Health Check helps you identify the gaps, bottlenecks and opportunities so you can make informed decisions about improving your operation.
What we look at
What We Look At
Six Areas. One Clearer View of Your Business.
We assess six key areas of your trade or service business and bring the findings together in your Operational Health Check report.
Systems & Job Management
Do your systems support the way your team works, or create extra steps?
Quote to Cash Process
How smoothly does work move from the first quote through to getting paid?
Admin & Back Office
Where are repetitive tasks, workarounds or handovers slowing you down?
Sales & Marketing
How are you managing enquiries and the activity that brings in new work?
People & Recruitment
How are your people and recruitment processes supporting the operation?
Financial Visibility
Do you have a clear enough view of the numbers to make informed decisions?
Experience
Experience From Inside Trade Businesses
Office Shed brings more than 13 years’ experience working within trade and service businesses.
Our work across administration, job management software and business operations gives us a practical understanding of the pressures you and your team face.
We look at how the work gets done — and where it could work better.
The process
How Your Health Check Works
A Structured Review, With Time to Talk Through the Findings
From the first questionnaire through to follow-up, the process is designed to build a picture of your operation and turn that into useful recommendations.
1
Questionnaire
Tell us about your business, how it currently operates and the areas you would like to improve.
2
Discovery Session
We discuss your operation and explore the challenges behind your answers.
3
Job Walkthrough
We walk through how a job moves through your business to understand how your systems and processes work in practice.
4
Analyse and Score
We analyse and score the areas reviewed to identify gaps, inefficiencies and opportunities.
5
Detailed Report
You receive a report setting out the findings and recommendations for improving your operation.
6
Debrief Meeting
We talk through the report so you can understand the findings and consider your next steps.
7
Follow-Up
A follow-up gives you another opportunity to discuss the recommendations and the way forward.
Your report
Know What to Improve. Decide How to Move Forward.
Your Operational Health Check Report
You’ll receive a detailed report that brings together the findings from your review and recommendations for improving your business.
Use it to understand where your operation could be stronger and decide which changes deserve your attention.
- Areas for improvement — see where your systems and processes could work more effectively.
- Gaps and opportunities — understand what may be missing and where there is room to improve.
- Practical recommendations — use the findings to decide what to address and who can help.
What You Do Next Is Up to You
You can work through the recommendations yourself. Office Shed may be able to help with some items, or recommend other suppliers where appropriate.
You stay in control of which recommendations you act on.
Virtual Admin Support · Software Setup & Migration · Software Training
Your investment
Your Investment
$1,080 + GST
Includes the questionnaire, discovery session, job walkthrough, analysis and scoring, detailed report, debrief meeting and follow-up.
Get a clearer view of how your business runs before deciding what to change.
Questions Before You Get Started?
Enquire now
Not Sure Where to Start? Start Here.
Tell us a little about your business and what you’d like to improve. Our team will review your enquiry and discuss the Operational Health Check with you.
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