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Free service company checklist

Get a maturity score for your services team. Tell us your size, pick your industry (or add other), answer focused questions on budgets, KPIs, and delivery discipline, and instantly see where to level up.

Tailored by team size
Budgets, KPIs, and governance
3-minute run-through

Why it matters

Spot gaps before they turn into escalations.

  • See if budgets, KPIs, and tooling match your scale.
  • Align delivery leads on the same scorecard.
  • Use the breakdown as a to-do list for the next quarter.
Zero data stored — results stay on this page.

Checklist

Tell us about your team

Scaling team (21-100 people)
Use this if you picked Other.

Question set

8 checks tuned for your size.

Scaling mode
Budget planning for services
How predictable are your delivery costs and approvals?
KPIs and reporting
How do you measure success for projects, retainers, or tickets?
Forecasting and capacity
How do you match demand with available people?
Process ownership
Who keeps delivery playbooks, approvals, and QA up to date?
Playbooks and handoffs
Do teams share consistent steps for onboarding, delivery, and QA?
Tooling and data
How consolidated are tools for tasks, time, and billing?
Governance and reviews
How often do you run delivery, risk, and margin reviews?
Client feedback loop
How is client feedback captured and actioned?

We only use this info to calculate your score. No email capture.

Your result

Maturity score

Scaling team (21-100 people)

Complete the checklist to see where you stand. We will tailor the questions to your team size.

  • Instant scoring — no contact info needed.
  • See which habits raise maturity fastest.
  • Share the breakdown with your leadership team.
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