The Client Operations Assessment

25 questions across the seven stages of the client journey, about ten minutes. See where your client operations are weakest and where to start.

Start the assessment

Before you start

  • No email address required
  • Results appear on this page
  • Your answers are not stored or sent anywhere
  • An AvariHQ self-assessment, not a scientifically validated benchmark; the scoring is explained with your results

Stage 1 of 7

  1. 01
  2. 02
  3. 03
  4. 04
  5. 05
  6. 06
  7. 07

01 Acquire

1. We have a written definition of a good-fit client, including who is not a fit.
2. Every inquiry, from every channel, is recorded in one place.
3. Every new inquiry has a named owner and is answered within a response standard we set.
4. Each inquiry ends in a recorded decision: pursue, not now, or decline.

Privacy

The assessment runs entirely in your browser. Your answers are not saved, sent to AvariHQ or shared with anyone, and they are cleared when you leave or reload the page.

It asks only about how your business operates. Do not enter client names or confidential information.

Want practical ideas by email? You can choose to join The Client Operations Brief separately.