01 / 08
Website & Online Presence
Your website depth, content quality, Google profile, social media presence, and how easily customers find and trust you online.
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Score
You have a business website that is live and clearly explains what you do, who you serve, and how to contact you.
Your website has separate dedicated pages for each individual service you offer — not one generic "Services" page covering everything.
Your website gives visitors a sense of what you charge — even a starting-from figure or rough price range — before they have to contact you.
Your website pages are written to answer the specific questions your customers ask — not just describe what you sell. (e.g. "How much does X cost?", "How long does X take?", "Do you cover my area?")
Your Google Business Profile is fully set up with photos, correct hours, services listed, and a direct review link.
You are active and consistent on at least one social media platform and it reflects the quality of your work.
02 / 08
Admin & Automation
How your business handles quoting, job management, invoicing, and day-to-day operations.
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Score
Your quoting and job management software handles your specific pricing logic — complex materials, variable labour rates, or custom job types — without you needing a spreadsheet for the hard part.
Quoting is fast, consistent, and doesn't rely on you doing it manually every time.
Your jobs are scheduled and tracked in a system — not a whiteboard, WhatsApp, or your head.
Invoicing goes out promptly after every job without chasing or delay.
Your team know their jobs, tasks, and priorities each day without needing you to tell them.
You can see the status of every live job in your business right now without making a phone call.
03 / 08
Marketing & Social Media
How consistently you communicate your value, which platforms you use, and whether LinkedIn is working for you.
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Score
You have a written marketing plan or content calendar that tells you what to post, when, and on which platform.
Your social media content focuses on problems your customers have and results you deliver — not just photos of jobs.
You have a clear and differentiated reason why a customer would choose you over a competitor — and you communicate it consistently.
Your LinkedIn profile is complete, professional, and actively used to connect with potential clients or referral partners.
You post on LinkedIn at least once a week with content that builds credibility and generates enquiries.
You have a plan for generating leads that doesn't rely entirely on word of mouth or referrals.
04 / 08
Sales Process
How you convert enquiries into paying customers — and how much you lose along the way.
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Score
Your sales process is documented — you could hand it to someone else and they could follow it.
You know your conversion rate — how many enquiries you turn into paying customers.
You follow up every enquiry that didn't convert with a structured sequence — not just a one-off call.
If a prospect searched your name or business name right now before calling you, what they find online — your website, LinkedIn, Google reviews, social media — would give them confidence before any conversation takes place.
You can handle the most common objections — price, timing, "I need to think about it" — confidently and consistently.
Your average sale value is tracked and you have active strategies to increase it — upselling, cross-selling, or package deals.
05 / 08
Reputation & Reviews
What customers say about you online — and how actively you collect and use it.
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Score
You have a system that automatically asks every completed customer for a Google review — not just when you remember.
You have more than 10 Google reviews and your average rating is 4.5 stars or above.
You use testimonials and case studies actively in your marketing and sales conversations.
You have at least one documented case study with a before, journey, after, and measurable outcome.
You respond to all Google reviews — positive and negative — within 48 hours.
Your reputation online accurately reflects the quality of work you actually deliver.
06 / 08
Technology & AI
How well you use available tools to save time, improve output, and make sure AI search engines recommend your business.
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Score
Have you heard of AEO — Answer Engine Optimisation — and do you know whether your website content is structured for it?
Your website has dedicated pages covering pricing, reviews, your service area, case studies, and FAQs — the specific pages AI tools scan to decide whether to recommend a business.
If someone asked ChatGPT or Google AI to recommend a business like yours in your area, your business would likely come up.
You use AI tools regularly to save time on content, communications, or admin tasks.
Your team use technology consistently and confidently — it isn't just you who knows how things work.
You review the tools and software your business uses at least once a year to make sure they still fit.
07 / 08
Operations & Culture
How your business runs when you're not standing over it — and how your team performs.
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Score
Your key business processes are documented so the business doesn't rely entirely on you.
Your team know what good looks like — the standards are defined, communicated, and consistent.
You have regular structured conversations with your team — not just reactive conversations when things go wrong.
You have a bonus or incentive scheme tied to measurable performance — not just goodwill payments.
In the last 3 months, has your business actually run for a full day without you making a single call or decision — jobs went out, customers were looked after, and nothing fell over?
You have a clear vision for where the business is going that your team understand and believe in.
08 / 08
Compliance & Legal
The documents every trades business legally needs — and the professional materials that win commercial contracts.
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Score
You have RAMS — Risk Assessments and Method Statements — that are specific to your business, written in the last 2 years, and not a generic template downloaded from the internet.
You have a written health and safety policy dated within the last 12 months, COSHH assessments for the substances your team uses, and dated records of toolbox talks — not just an intention to do them.
You have written terms and conditions that customers agree to before work begins.
You have a company profile or capability statement you can send to commercial clients, principal contractors, or anyone who asks "tell me about your business."
When did you last physically open and review your compliance documents to check they still reflect how your business operates?
Right now — without searching through old emails or asking someone — do you know exactly where your compliance documents are saved and could you send them within 15 minutes?
Almost There
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Your OpsDeck Health Score
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out of 84
Recommended fixes — in priority order
Your results are on their way.
Rob will review your scores and be in touch within two working days with specific recommendations for your business. If you want to talk through your results sooner, ask about the Priority Action Call — a focused 30-minute call where Rob reviews your results before you speak and tells you exactly what to fix first. One clear priority. One concrete next step. £97.
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