Clarity Starts Here: Your Operations Assessment
Uncover Operational Bottlenecks. Build a Stronger Foundation.
Your business can’t scale efficiently when the backend is messy, undefined, or overwhelmed. If you’re constantly reacting, reinventing the wheel, or stuck in the daily weeds, chances are your operational bottlenecks are costing you time, energy, and revenue. Our operations assessment is designed to change that.
At Barrier Business Solutions, we help visionary entrepreneurs and small business owners move from chaos to clarity by identifying what’s slowing them down and showing them exactly how to fix it. We start by asking the right questions. Then we provide the structure and support to take action.
Save $250 on Your Operations Assessment!
To celebrate the launch of this service, we’re offering $250 off your full Operations Assessment now through September 30th. Use code LAUNCH250 at checkout to claim your discount.
See What’s Slowing You Down: Systems, Time and Workflows
The operations assessment is more than a quick once-over. It’s a strategic deep dive into how your business runs—and more importantly, how it should run.
We analyze:
System Audit
We review your current tech stack and business tools to determine what’s working, what’s duplicative, and where integrations or upgrades could increase efficiency.
Operational Audit
We pinpoint friction points in your workflow—whether its overlapping roles, repeated tasks, unclear communication, or lack of SOPs.
Marketing Process Audit
We evaluate your internal marketing processes—how content is planned, scheduled, created, and reviewed—not to assess effectiveness or ROI, but to identify workflow inefficiencies, missed opportunities for delegation, and gaps where systems can support smoother execution and consistency.
Team Workflow & Delegation
We look at your team structure, capacity, and communication to identify where support is missing or misaligned.
Time Audit
We assess where your time is actually going each week and highlight areas for automation, delegation, or elimination.
Walk Away with More Than Just a Report
This isn’t a generic audit filled with fluff. After your operations assessment, you’ll receive a fully customized report and strategic action plan that outlines:
- Your top operational bottlenecks and where they’re costing you
- Quick wins to start saving time immediately
- Long-term systems recommendations
- Tools and tech upgrade suggestions for workflow efficiency
- Recommendations for SOP development and team delegation
- A clear path to decide what your next steps are
Our goal is to give you a clear blueprint, whether you’re looking to scale, restructure, or simply get your time back.
Pain Points We Help Solve
Most of our clients come to us feeling overwhelmed, overworked, and unclear. Here are some of the most common pain points this service solves:
"I know I need help, but I don’t even know what I need."
"I hired a VA, but I don’t
know what to give them or even how to track
what they are doing."
"My team is always asking me questions—
and I’m tired of being the
only person that knows the answers."
"My systems are duct-taped together,
and I am anxious to allow anyone else into
my business because I feel like they are a mess."
"I’m constantly putting out fires instead
of focusing on growing the business."
If this sounds like your daily reality, it doesn’t have to stay that way. We’ll help you untangle the mess and find a smarter way forward.
How It Works
01.
Fill Out the Questionnaire
Before we dive in, we ask you to complete a detailed questionnaire. This helps us understand your business model, current team structure, tools in use, and the challenges you’re facing. Your responses lay the groundwork for a focused and productive kickoff call.
02.
Virtual Deep Dive
Once we’ve reviewed your questionnaire, we’ll meet for a 90-minute virtual deep dive via Zoom. During this session, we’ll explore your business in detail—covering systems, operations, processes, team structure, and any current bottlenecks—to lay the foundation for your custom action plan.
03.
Delivery Walkthrough
After your deep dive session, we compile everything into a clear, comprehensive report tailored to your business. This includes detailed findings, system and process observations, delegation opportunities, and strategic recommendations.
04.
Follow Up Call
We’ll jump on a 30 minute follow up call and decide on your plan of action. Whether it’s a systems build-out, SOP development, or virtual assistant placement, we can support you with the next step—or hand you the reins with a clear strategy in place.
Step 2.0
Where This Fits in Barrier 5.0
Our Operations Assessment is Step 2.0 of the Barrier 5.0 Framework
After your free consultation, we move into a comprehensive strategic assessment of your business systems, workflows, and team structure. This deep dive is designed to diagnose operational bottlenecks, uncover inefficiencies, and outline a clear roadmap for streamlined growth.
This lays the groundwork for:
With 2.0 in place, you’re no longer guessing—you’re making informed, strategic moves toward efficiency, clarity, and scalable support.
What Our Clients Are Saying
The Investment
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A kickoff call and intake review
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Full system audit, operational audit, and marketing audit
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A customized strategic action plan
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A live walkthrough and Q&A session
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Recommendations for tech tools, SOPs, and next support roles
Frequently Asked Questions
What exactly is included in the Operations Assessment?
The assessment is a deep dive into your business operations, systems, and workflows. We analyze how things are currently functioning behind the scenes—looking at processes like client onboarding, task management, team communication, and more. You’ll walk away with a clear, customized assessment document outlining bottlenecks, opportunities, and recommendations for streamlining.
What topics are covered in the Operations Assessment?
The assessment covers both the systems you use and the processes behind them. We’ll evaluate how your backend is functioning, where friction exists, and what’s slowing you down. Here’s what we typically review:
Systems
CRM and lead management tools
Proposal, form, and contract workflows
Communication tools
Project management platforms
File and email organization
SOP and documentation systems
Financial and billing tools
Core Operational Processes
Lead generation and sales workflows
Client onboarding, fulfillment, and offboarding
Internal operations (task management, meetings, communication)
Hiring, training, and team development
Employee incentive structures
Marketing Process Snapshot (not performance-based)
Team & Time Audit
We tailor this assessment based on your business stage and priorities—so while we touch on many areas, we’ll focus deeply where it matters most for your growth.
Do you review marketing systems too?
Yes—but only from a process perspective. We evaluate how content is planned, scheduled, created, and reviewed—not how well your marketing is performing. This helps us uncover inefficiencies, gaps, and opportunities to support your marketing execution with better systems.
When will I receive the assessment?
You’ll receive your completed assessment within two weeks of our initial call. We’ll then schedule a follow-up conversation—usually about one week after you receive your report—to walk through the findings and discuss next steps.
Is this only for established businesses?
Not at all. While many of our clients have been in business for at least 1–2 years, this assessment is just as impactful for those who’ve been running a company for 10+ years. Whether you’re scaling quickly, feeling stuck in outdated systems, expanding your team, or just ready to clean up the chaos—you’ll benefit from a fresh perspective on your operations. This assessment meets you where you are and helps you move forward with clarity.
What happens after the assessment?
You’ll have a clear picture of where your operations are breaking down and how to fix them. If you’d like support implementing the recommendations—whether that’s building out systems, SOPs, or hiring a virtual assistant—we can help with that too, but there’s no pressure or obligation.
If you’re tired of trying to DIY your backend and ready to finally understand what’s holding your business back—this is where your breakthrough begins.