Business Health Audit - 2MD

Business Health Audit — 2MD

Analysis and recommendations for optimizing sales processes and operational efficiency

Context

2MD is a small team (1–10 employees) currently managing operations with a mix of:

Excel Trello Gmail Viber

Main pain point: Sales, particularly around lead generation. The company is looking to act immediately to improve its business structure and time efficiency.

Health Assessment

Business Health Score

6/10

Solid foundation of tools but relies too heavily on manual or fragmented systems. Lead generation challenges and lack of standardized processes are limiting growth.

Estimated Time Loss

9 hours/week

Likely time drains include:

  • Scattered communication across multiple apps
  • Repetitive manual tasks for tracking leads
  • Missed updates due to tool fragmentation

Top 3 Risks

Unstructured Sales Funnel

Leads are not consistently tracked from inquiry to invoice, resulting in lost opportunities and inconsistent follow-up.

Tool Fragmentation

Information spread across multiple apps leads to missed updates, duplication of work, and communication gaps.

Reactive Operations

Without clear processes, the team spends time troubleshooting instead of proactively selling and growing the business.

Quick Wins (Next 7 Days)

Centralize Lead Tracking

Move all potential leads into a single Trello board or CRM sheet.

Expected effect: Clearer sales pipeline visibility

Daily Sales Check-in

Implement a daily 10-minute meeting to review open leads and next actions.

Expected effect: Higher follow-up consistency

Template Communications

Create reusable templates for sales emails and follow-ups.

Expected effect: 20–30% time saved on communication

Recommended First Process

Process: Lead-to-Invoice

  1. Capture lead source and contact details in one place (form, Trello card, or CRM)
  2. Define clear qualification criteria before starting follow-up
  3. Track each stage: Contacted → Proposal Sent → Negotiation → Won/Lost
  4. Automate invoice creation once a deal is marked as Won

30-Day Implementation Plan

Week 1: Audit current sales tracking methods and consolidate tools
Week 2: Define the standard Lead-to-Invoice process and train the team
Week 3: Add automation for lead follow-up reminders
Week 4: Review progress, measure lead conversion rate, and adjust the process

Key Performance Indicators

Lead Conversion Rate
Percentage of leads that become clients
Response Time
Average time to respond to new leads (hours)
Sales Cycle
Duration from lead to close (days)

Next Steps

Continue documenting and standardizing your key workflows. Starting with the Lead-to-Invoice process will give your team more structure, reduce manual work, and create the foundation for sustainable sales growth.

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