Rapid Developments
Performance Check-In
Client
Check-In Date
Period Since Last
Engagement Phase
Check-In #
Revenue
--
vs baseline
Operating Costs
--
vs baseline
Owner Hours/Wk
--
vs baseline
Overall Health
--
1-10 scale
Cumulative ROI
--
since engagement

01 Key Metrics vs Baseline

+

Enter baselines once (from initial assessment), then update the current column each check-in. Deltas calculate automatically.

Financial Performance
Metric Baseline Current Change
Monthly Revenue --
Gross Margin % --
Net Margin % --
Staff Cost % of Rev --
Efficiency & Time
Metric Baseline Current Change
Owner Hours / Week --
Manual Process Hrs/Wk --
Rework / Error Hrs/Wk --
Customer Response Time (hrs) --
Customer & Growth
Metric Baseline Current Change
Conversion Rate % --
Avg Transaction Value --
Monthly Churn % --
Customer Satisfaction (1-10) --

02 Business Health Status

+

Click each light to cycle: grey (not assessed) / green (on track) / amber (needs attention) / red (at risk).

Operational Areas
Cash flow and financial health
Sales pipeline and lead flow
Customer experience and satisfaction
Team capacity and workload
Systems and technology performance
Process efficiency and throughput
Staff morale and engagement
Compliance and risk management
Marketing and brand positioning
Owner wellbeing and work-life balance
Overall Business Health Rating
Health Notes

03 Action Items Tracker

+
Action Owner Due Status

04 Implementation Progress

+
Systems & Automation
  • New systems deployed and stable
  • Automations running as designed
  • Integrations functioning correctly
  • Data migrated and validated
  • Reporting and dashboards live
  • Backup and recovery tested
Process & People
  • New processes documented (SOPs)
  • Staff trained on new workflows
  • Old workarounds eliminated
  • Team using new tools consistently
  • Communication improvements adopted
  • Delegation structures working
Adoption & Resistance
Remaining Implementation Items

05 Wins, Quotes & Evidence

+

Capture specific wins, client quotes, and measurable outcomes for case study material and marketing.

Key Results This Period
Case Study Usability
  • Client has consented to case study use
  • Photos/screenshots captured this visit
  • Testimonial quote collected
  • Before/after data documented

06 Warnings, Risks & Blockers

+
Active Warnings
Emerging Issues
Client Sentiment
Relationship Notes

07 ROI & Value Delivered

+
$
$
$
Monthly Impact
$0
Cumulative Value
$0
ROI %
0%
Payback Status
--
Value Breakdown Notes

08 Next Steps & Recommendations

+
Priorities Before Next Check-In
Recommendations for Client
Upsell / Additional Services Identified
Next Check-In
Internal Notes (not for export)

Rapid Developments - Performance Check-In

Business growth through intelligent systems