Assessment questionnaire

The problem Not a CRM How it works What it does See it Assessment

The questionnaire

Get the assessment without meeting anybody

Twelve questions, about four minutes. We read your answers and send you a written assessment by email, in your own words and about your own business: what is probably slipping in the records you already keep, and what the system would do about each one. No meeting, no salesman, no cost and no obligation. If you would rather talk it through with somebody instead, ask for a live assessment.

Who you are

So the assessment can be addressed to somebody and reach them.

Company

Your name

Email, where the assessment goes

Telephone, with the country code

Country

Website, if you have one

What the business is

This decides the nouns. The engine is the same for everybody; what changes is whether it is reading invoices or leases.

Which of these is closest?

How many people work there?

Which departments would this touch?

Sales or letting Accounts and collections Warehouse or stock Operations or field Maintenance or service Management and ownership

Roughly how many customers, tenants or clients are on the books?

Where your records live today

Beatplan reads what you already produce. It does not ask anybody to type the same thing twice, so this is the question that shapes everything else.

What holds the history?

How does the ownership get reported to now?

What slips

Tick everything that is true. Each one you tick comes back in the assessment with what the system does about it. Nothing is scored and nothing is judged.

Customers or tenants quietly stop and nobody notices Money owed sits uncollected Stock goes dead or out of date Things get sold below cost Promises to customers are not kept People start the day with no plan The ownership is not being told anything Nobody fills anything in, so nothing is recorded Departments do not see what the others know Decisions get made on memory

What good would look like

One sentence is enough. This is the line the build would be measured against.

If this worked, what would be different in six months?

Anything else we should know

How did you hear about us?

Website

The assessment arrives by email, usually within a minute. We do not publish anything, we do not pass your details to anybody, and we do not ask for your data until you have decided you want to go further.

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