Digital Readiness Assessment Evaluation

    Digital Assessment

    Digital Readiness Assessment

    These questions will help you assess how your business stacks up with the digital expectations of customers and employees.

    Before you proceed with the assessment, please select the business domains you’d like to score. For example, if you’re only interested in growing revenue, then only check that box. Or, if you’re not interested in scoring customer experience, leave that box unchecked. It’s your business and your choice what you would like to assess. However, true digital transformation takes all these domains into account, so in most cases, all boxes should be checked to give you an accurate assessment.

    Select the business domains you’d like to measure below:

    Revenue GrowthOperational EfficiencyCustomer Experience

    Revenue Growth

    Revenue Growth

    Select a number from 1-10 - Where “1” represents “I’m not satisfied at all” and “10” represents “I’m very satisfied.”


    You are satisfied with your current digital products/offerings. This could refer to mobile app, website, digital payment process, etc.


    You have a well-defined digital product roadmap focused on revenue generation.


    You have a defined business strategy on how to increase revenue through digital technology.


    Your business is prepared to handle a sudden increase in customers. For example: you normally handle 50 customers per week, and if that number jumps to 250, you can quickly adapt to the increase.


    Operational Efficiency

    Operational Efficiency

    Select a number from 1-10 - Where “1” represents “I’m not satisfied at all” and “10” represents “I’m very satisfied.”


    You are happy with the efficiency of your employees’ time—Your business receives an adequate return on payroll investment, or your employees spend too much of their time on tasks that don’t generate revenue and could be automated.


    Think of all of the steps your customers take during their buying journey. This includes them first becoming aware of your business, familiarizing themselves with you, deciding to purchase, making their purchase, billing/invoicing, onboarding, then ongoing maintenance. Rate your level of satisfaction on the ratio of manual effort vs. automation.


    You’re satisfied with the various pieces of software used to operate your business. You feel as though they all work together well enough that there’s no room for improvement.


    You’re satisfied with the amount of time and money your business dedicates to getting customers set up and into their first pay cycle. This includes things like onboarding and shipping/delivery.


    Customer Experience

    Operational Efficiency

    Select a number from 1-10 - Where “1” represents “I’m not satisfied at all” and “10” represents “I’m very satisfied.”


    Your customers have an easy, low friction digital method to contact customer success.


    If a customer wants to renew, increase their spend, or buy another product from you, it is easy for them to do so. They don’t need to call someone to make requests or fill out order forms; they can do it without any unnecessary interactions with your business.


    We remain engaged digitally, at scale, with our customers after the initial sale.


    You have many repeat customers.


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