Struxton Diagnostic Framework
30 questions across 4 pillars. Honest answers. No judgment — just clarity on where you stand and what to do next.
1. How are projects typically initiated in your firm?
2. How would you describe task assignment and delegation?
3. When a deliverable is due, how do you track and hit deadlines?
4. How do you handle team communication during a project?
5. How do you review work quality before it goes to the client?
6. Do you have documented processes or playbooks for recurring work?
7. How do you manage team capacity and workload?
8. Where do you store client information and project files?
9. When a new project starts, how do you get context on the client?
10. How do you track client communications and decisions?
11. How do you manage your sales pipeline or prospect tracking?
12. How accessible is your firm-wide information to any team member?
13. How do you manage client onboarding and contract records?
14. How do you back up and protect your business data?
15. Where do most of your new clients come from?
16. How do you qualify and respond to inbound enquiries?
17. Do you have a clear sales process from first contact to signed contract?
18. How do you handle proposal and pricing decisions?
19. How often do you proactively reach out to past or existing clients?
20. How do you track win/loss on proposals?
21. Do you have a structured onboarding process once a client signs?
22. How much of your week is spent on repetitive admin tasks you could automate?
23. How do you handle client invoicing and payment follow-up?
24. How do you handle client status updates and project communication?
25. How do you handle time tracking and project profitability?
26. How do you handle recurring reports to clients?
27. How do you manage contracting and legal document exchange?
28. Do you use any form of AI or automation to assist with client delivery?
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