The NEPA Operations Checklist.

Short. Plain English. No jargon. Walk through these questions before you buy another tool. Every yes points to a workflow worth reviewing.

1. 1

   Is there a task your team does every week that is basically the same steps over and over?

2. 2

   Are you making decisions based on data that's days or weeks old instead of what's happening right now?

3. 3

   If your best employee quit tomorrow, would critical knowledge about clients or processes walk out the door?

4. 4

   Are you spending hours every week pulling reports, copying data between systems, or chasing down information?

5. 5

   Have you ever lost a customer because a follow-up email or text didn't go out on time?

6. 6

   Does your team enter the same information into two or more different systems?

7. 7

   Are you turning down work because you can't keep up with the admin side of the business?

Circle every yes, then rank them by hours lost, jobs delayed, and how often the owner has to step in. Start with the highest-cost repeat.