OS Features Assessment

🛠️ OS Builder Assessment

10-Feature Business Setup Check
Automate & Scale with Your OS
Instructions:
Answer honestly. Each Yes = 10 points.
Your score will reveal your current stage and what to focus on next.

1. Messages

Have you connected your inboxes and created message templates or trigger links?
  • Yes
  • No

2. My Calendars

Is your calendar connected with booking links and appointment types set up?
  • Yes
  • No

3. Calls & Pipelines

Do you have at least one pipeline with custom stages and call tracking enabled?
  • Yes
  • No

4. Contacts & Emails

Have you tagged contacts and created at least one email or SMS template?
  • Yes
  • No

5. Funnels & Websites

Do you have a live funnel or website connected to your CRM or automations?
  • Yes
  • No

6. Automations & A.I.

Have you built at least one automation or AI flow (chatbot, voicebot, etc.)?
  • Yes
  • No

7. Forms & Surveys

Have you created and connected a form or survey to your CRM?
  • Yes
  • No

8. Content Calendar

Is your content calendar active with scheduled or drafted posts?
  • Yes
  • No

9. Courses & Community

Do you have a course or community space set up and accessible to users?
  • Yes
  • No

10. Team

Is your team set up with roles, task assignments, or SOPs linked in the platform?
  • Yes
  • No

đź“Š Score Breakdown

  • Each Yes = 10 points
  • Each No = 0 points
Total Score: ____ / 100

🚦 Business Stages

  • 80–100 → Empire Mode
      • Your systems are active and ready to scale. Focus on growth, team, and advanced automations.
  • 50–79 → Scale Mode
      • You’ve got a solid base. Dial in automations, boost conversions, and remove bottlenecks.
  • 20–49 → Build Mode
      • You’ve got the vision—now focus on building and completing 1–2 features each week.
  • 0–19 → Activate Mode
      • Time to launch the engine. Start with Messages, Calendars, and Funnels. Get the machine online.