Dexability · Client Intake
The Operational Mirror™
This 64-question analysis reflects the current state of your business — operations, systems, people, tools, and compliance — without filter or agenda. Set aside 30–45 minutes and answer honestly. What you see is what's there.
Section 1 of 8
Business Overview
Let's start with the foundation of your business.
Q1 What is the legal name of your business? *
Q2 Which best describes your e-commerce business model? *
Your answer determines which path you'll follow in Section 4.
Q3 How long has your business had an active online presence? *
Q4 Where do you currently sell your products? (Select all that apply)
Q5 Where is your business primarily based? *
Q6 How many people currently work in your business (including yourself)? *
Q7 How is your team structured? (Select all that apply)
Q8 What is your business entity type? *
Section 2 of 8
Revenue & Growth
Let's look at how your business generates and tracks revenue.
Q9 What is your current estimated annual revenue? *
Q10A How would you describe your current revenue trajectory? *
Q10B What do you believe is the primary reason for this? *
Q11A What are your primary revenue sources? (Select all that apply)
Q13A Do you track your revenue by channel or source? *
Q13B What financial tools or methods do you currently use? (Select all that apply)
Q14 Do you have a defined profit margin target for your business? *
Q15 How would you describe your current growth strategy? *
Q16 If you could change one thing about your revenue right now, what would it be?
Section 3 of 8
The Founder's Role
How your time and energy move through the business.
Q17 How many hours per week do you personally work in the business? *
Q18 Which area do you spend the most time in? *
Q19 If you stepped away for two weeks, what would happen to the business? *
Q20 Do you have documented processes for your core business operations? *
Q21 Which of these describe how you currently make business decisions? (Select all that apply)
Q22 How clearly defined is your personal role in the business right now? *
Q23 Do you have a business mentor, advisor, or coach currently? *
Q24 What is the single biggest operational challenge you face as the founder right now?
Section 4 of 8
Operations & Systems
Let's examine how your business runs day to day.
Q25 How do you currently manage your inventory? *
Q26 How do you handle order fulfillment? *
Q27 What is your current return and refund process? *
Q28 How do you currently handle customer service? *
Q29 What is the single biggest operational bottleneck in your business right now?
Q30 How would you rate your current operational systems overall? *
Q33 What does a typical day of operations look like in your business?
Section 5 of 8
People & Contractors
How you hire, manage, and work with the people in your business.
Q34 Do you have independent contractors or freelancers working in your business? *
Q35 Do you have signed contracts or agreements with your contractors and freelancers? *
Q36 How do you currently communicate and manage tasks with your team? *
Q37 Do you have onboarding documentation for new contractors or team members? *
Q38 How well-defined are the roles and responsibilities of people in your business? *
Q39 Do you currently use any offshore or international contractors? *
Q40 What is the most challenging part of managing people in your business right now?
Section 6 of 8
Tools & Automation
The technology stack powering your business.
Q41 What is your primary e-commerce platform? *
Q42 Do you have an email marketing system in place? *
Q43 How would you describe the level of automation in your business currently? *
Q44 Do you use a CRM (Customer Relationship Management) system? *
Q45 Do you have analytics set up to track your business performance? *
Q46 How satisfied are you with your current tech stack overall? *
Q47 What is one tool or system you wish you had in place right now?
Section 7 of 8
Compliance & Risk
How protected your business is — legally, financially, and operationally.
Q48 Do you have a Privacy Policy and Terms & Conditions posted on your website? *
Q49 Are you collecting, storing, or using customer data (email, purchase history, personal info)? *
Q50 Do you have business insurance? *
Q51 Are you compliant with sales tax obligations in the states or countries where you sell? *
Q52 Do you have trademarked or legally protected intellectual property? *
Q53 How would you rate your overall awareness of legal and compliance risks in your business? *
Q54 Is there a compliance or legal risk you know exists but haven't addressed yet?
Section 8 of 8
The Open Mirror
Final reflections — in your own words, without filter.
Q55 What is working well in your business right now that you want to protect?
Q56 What is not working that you've been avoiding dealing with?
Q57 Where do you feel most out of control in your business?
Q58 If your business were a person, how would you describe its current state of health?
Q59 What would have to be true for your business to be exactly where you want it to be in 12 months?
Q60 Is there anything else you want us to know about your business before we begin the analysis?
Your Mirror Has Been Submitted
Thank you for completing The Operational Mirror™. Your responses have been received and your analysis is now in progress.
You will receive your report at the email address you provided during enrollment. If you have any questions in the meantime, reach us at mirror@dexability.com.
Dexability · CaaS + OaaS · dexability.com