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Full Name *

Email *

Phone *

Company / Firm Name

Use a 1–5 scale for each:

1 = Strongly Disagree

2 = Disagree

3 = Neutral

4 = Agree

5 = Strongly Agree

Visibility & KPIs

I know my weekly intake numbers without asking my team. *

I have clear visibility into case/workflow status at any time. *

I review key metrics weekly (not monthly or “when there’s a problem”). *

I can confidently forecast capacity and revenue for the next 90 days. *

Systems & SOPs

Our core processes are documented and easy to follow. *

SOPs are actually used, not just stored. *

New hires can get up to speed without relying on one person. *

Work moves consistently even when someone is out. *

Team Accountability

Roles and responsibilities are clearly defined. *

Issues are handled at the right level, not escalated to me unnecessarily. *

My team knows what success looks like in their role. *

Performance conversations are data-based, not emotional. *

Leadership & Scale

The business does not rely on me for daily decisions. *

Growth feels intentional, not reactive. *

I have time to work on the business, not just in it. *

Our current structure could support the next stage of growth. *

Fractional COO & Strategic Operations Consulting for law firms and service-based businesses ready to scale.

Your Compass to Success

Services

Fractional COO

Law Firm Operations

EOS Integrator Support

AR & Collections

Team Performance

Strategic Growth

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www.navigatedresults.com

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