Business Systems Checklist

Where could your business systems work better?

Get your free Business Systems Optimization Checklist to review how your business manages processes, customers and digital tools.

Two formats. One practical review.

PDF: print or review 15 checks and plan your next improvement.

Excel: select Yes or No and see section totals and the number of checks calculate automatically.

What you will review

Process ownership, SOPs, handoffs, CRM data, sales follow-up, digital intake, automation and reporting.

Get the PDF and Excel checklist

Download your free PDF and Excel checklist using the buttons below. Want help interpreting your results? Request a follow-up using this form.




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    Choose your format. Both downloads are free; no email signup is required.

    Download PDF
    Download Excel

    Want help with the next step?

    Use your completed checklist to identify the gaps you would like to discuss with PlanIt.

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