Prepare for an Assessment
- Describe the business problem in plain language
- List the tools and systems involved
- Identify who performs the work today
- Share examples, screenshots, spreadsheets, or process documents
RESOURCES
Prepare the right information for a better decision.
Simple guidance for describing the current state, evaluating visibility, and preparing for practical implementation.
Visibility Review Checklist
- Google Business Profile and local presence
- Website discoverability and SEO structure
- Business cards, brochures, signs, vehicles, and event materials
- Existing QR codes and physical-to-digital customer journeys
Implementation Readiness
- Agree on the priority outcome
- Identify the owner and affected users
- Define what success can actually be measured
- Separate required scope from future ideas