The POEM Tool

How well is your business working?

A few quick questions about how your business runs today. We'll give you an instant score and point to the specific areas most worth fixing first.

  • Takes under 3 minutes
  • Instant, personalised results
  • No email required to see your score
Question 1 of 8

What kind of business is this?

Flexible workspace, business centre or property
Retail, ecommerce or consumer product
Professional or consultancy services
Membership, innovation centre or community organisation
Something else
Question 2 of 8

When you need an answer about how the business is doing, where do you actually look?

A live dashboard or report we trust
A spreadsheet someone updates manually
We ask around or check a few different tools
We don't really check — we just notice when something's wrong
Question 3 of 8

When a customer, client, or member of your team needs help or has a question, what usually happens?

They use a shared system, and it's tracked from start to finish
We respond quickly by email, phone or message, and mostly keep track
It depends who sees it first
It often gets missed until someone chases it up
Follow-up Question 4 of 8

What CRM or system do you use to manage those relationships?

A dedicated CRM (e.g. HubSpot, Salesforce, Pipedrive)
Spreadsheets or email only
We don't use one
Not sure
Follow-up Question 5 of 8

How visible is your team's work to each other day-to-day?

Everyone can see what everyone else is working on
Mostly visible, but some things happen off to the side
Not very visible — people work in their own way
Not sure
Question 6 of 8

How well does your website turn visitors into enquiries, bookings or sales?

Very well — we track and improve it regularly
Reasonably, though there's room to improve conversion
It gets some traffic but doesn't do much active work
It's outdated and probably costing us leads
Follow-up Question 7 of 8

What are you using to track how people use your website?

Google Analytics 4 or similar, and we check it regularly
Something is installed, but we rarely look at it
Nothing is set up
Not sure
Question 8 of 8

How much manual, repetitive work happens around requests — from clients, members or staff — like onboarding, bookings or enquiries?

Very little — most repetitive tasks are automated
Some, but the important things are handled well
Quite a lot, and it depends on who's doing it
A huge amount, and it changes depending on who's involved

Your results

0/ 100

Your score

Digital strategy & transformation0
Customer experience & service0
Website, ecommerce & conversion0
Process optimisation & automation0

What you told us

    Optional extra

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    These results are based on your own answers, not a technical audit — a short conversation is the fastest way to turn this into an actual plan.

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