Digital Effectiveness Check

LET'S START WITH A LITTLE CONTEXT

Tell us about your business

These answers don't affect your score. They help us make your Digital Effectiveness Check more relevant to your business.

First name *

Email address *

Business name *

What best describes your business? *

How many people work in the business? *

Which digital tools do you currently use?

What's your biggest digital frustration right now?

I agree that Swift Admin can use the information I provide to complete my Digital Effectiveness Check and contact me about my results. I'd also like to receive occasional practical tips and updates from Swift Admin.

SECTION 1

Digital Presence

Let's look at how effectively your business is represented online.

1. How well does your online presence represent your business today?

Very well — it is current, professional and reflects our business accurately Fairly well — most of it is current, with a few areas needing attention Not very well — several areas are outdated or inconsistent Poorly — our online presence needs significant work

2. How regularly do you review and update your website and key online information?

Regularly — we have a clear process for keeping things current When something important changes Occasionally — updates are often delayed Rarely or never

3. Can customers easily find what they need and take the next step online?

Yes — information, contact options and next steps are very clear Mostly — although some things could be easier to find Not always — customers sometimes need to contact us for basic information No — our online information or customer journey needs significant improvement

SECTION 2

Digital Tools & Systems

Good digital tools should make everyday work easier, not create more of it.

4. How well do your digital tools support the way your business operates?

Very well — they save us time and make work easier Fairly well — but there are some gaps or frustrations Not particularly well — we often work around their limitations Poorly — our current setup creates extra work

5. How well do your main digital tools and systems work together?

Very well — information moves between our main systems efficiently Fairly well — some systems are connected Not very well — most systems operate separately Not at all — everything is disconnected

6. How often do you enter the same information into more than one system?

Rarely or never Occasionally Regularly Very frequently — duplicate entry is a significant issue

SECTION 3

Automation & Efficiency

Now let's look at repetitive work and opportunities to save time.

7. How automated are your repetitive administrative tasks?

Highly automated where appropriate Some repetitive tasks are automated Very few are automated Almost everything is done manually

8. How much time is spent on repetitive digital tasks that could potentially be simplified?

Very little Some time, but it is manageable A significant amount A lot — repetitive work takes up considerable time

9. When you identify repetitive work, what usually happens?

We actively look for ways to simplify or automate it We improve the obvious opportunities We sometimes improve it, but it is not a priority We generally continue doing it the same way

SECTION 4

Customer Journey & Communication

Let's look at how effectively digital tools support enquiries and customer follow-up.

10. How easy is it for a potential customer to contact or enquire with you online?

Very easy — there are clear ways to take action Fairly easy It could be much simpler There is no clear digital enquiry route

11. How consistently are enquiries recorded and followed up?

Every enquiry is recorded, tracked and followed up Most are handled consistently It depends on someone remembering We do not have a consistent system

12. Can you easily see where a customer or enquiry is in their journey with you?

Yes — we have clear visibility Usually Only by checking different places or asking someone No — we do not have that visibility

SECTION 5

Data & Digital Visibility

Finally, let's look at how clearly you can see what's working digitally.

13. Do you know which digital channels generate your enquiries or customers?

Yes — we track this reliably We have a reasonable idea based on some data We mostly rely on assumptions We do not know

14. How regularly do you review digital performance information?

Regularly — and we use it to make decisions Occasionally Rarely Never

15. How easy is it to get a clear picture of what is working digitally?

Very easy — the important information is readily available Fairly easy — although some manual checking is required Difficult — information is spread across different places We do not currently have that visibility

We're preparing your Digital Effectiveness Check

We're reviewing your answers and identifying the three digital priorities that could make the biggest difference to your business.

How effectively is your business using digital tools?