Template · Checklist · PDF · 9 pages
SMB Process Audit Checklist
Find your biggest operational bottleneck in under an hour — the same first-week audit Gideon runs inside every client engagement.
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Used across 50+ client engagements
SMB Process Audit Checklist
What’s inside
- The 6-area audit framework (intake, delivery, handovers, communication, data, decisions)
- Scoring sheet with red-flag thresholds
- Bottleneck prioritisation matrix — impact × effort
- Red-flag glossary: 21 symptoms and what each usually means
- One-page summary sheet to share with your team
How to use it
- Block 60 minutes and walk each of the six areas with the scoring sheet
- Score honestly — the audit only works at face value
- Plot your three worst scores on the prioritisation matrix
- Fix the top-right quadrant first: high impact, low effort
Put this to work
The fastest way to apply it to your business: a free 60-minute Ops Diagnostic.
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