Copact Clients

Impact Diagnostic

We are excited for you to complete the CoPact impact diagnostic to evaluate your company health across revenue growth, operational efficiency, tech transformation, brand equity, & talent success.

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Takes about 2 minutes

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Client Profile

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First Impact Path: Revenue Growth

Takes about 2 minutes

1. How effective is your current sales pipeline?

Revenue Growth

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Nonexistent or ineffective

Nonexistent or ineffective

Needs significant improvementSome basic structure, minimal effectivenessModerately effective but inconsistentEffective with some areas for optimizationHighly effective and optimized

Revenue Growth

2. Are there consistent year-over-year revenue increases?

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No growth or declining revenueMinimal increases, often below industry standardSmall but inconsistent increasesModerate, fairly consistent increasesConsistent increases, meeting goalsStrong, predictable year-over-year growth

Revenue Growth

3. Do you have a strong lead-to-sales conversion rates?

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Very low or no conversion ratesMinimal conversions, often below expectationsLow conversion rate with potential for improvementModerate conversion rate, room for optimizationStrong conversion rates with some fluctuationsConsistently high, industry-leading conversion rates

Revenue Growth

4. Do you have revenue growth goals and metrics broken down by quarter?

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No goals or metrics in placeBasic yearly goals, little quarterly planningQuarterly goals exist but lack detailModerate quarterly planning with some trackingWell-defined goals and metrics, regularly trackedComprehensive, strategically aligned quarterly metrics

Revenue Growth

What is the single most important/north star metric that demonstrates success or failure in revenue growth? What secondary metrics do you track to ensure you hit your north star metric?

Back Next: Operational Efficiency

Operational Efficiency

1. How streamlined are your current operational processes?

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Highly fragmented, inefficient processesBasic structure, frequent bottlenecksSome streamlined areas, but inconsistenciesModerately streamlined, some redundanciesGenerally streamlined with minor inefficienciesFully optimized and streamlined processes

Operational Efficiency

2. Do you have continuous optimization initiatives in place?

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No optimization initiativesRare or irregular initiativesSome initiatives, limited consistencyModerate level of ongoing optimizationRegular initiatives, well-integratedComprehensive, continuous optimization culture

Operational Efficiency

3. Are key functions automated, and how well do employees utilize available resources?

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No automation or resource utilizationMinimal automation, resources underutilizedSome automation, inconsistent resource useModerate automation, resources used fairly wellWell-automated with strong resource useHighly automated, excellent resource utilization

Operational Efficiency

4. Do you have operational efficiency goals and metrics broken down by quarter?

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No efficiency goals or metrics in placeBasic yearly goals, limited quarterly focusSome quarterly goals but lacking detailModerate quarterly goals with some trackingDetailed quarterly metrics, consistently trackedFully integrated, strategic quarterly metrics

Operational Efficiency

What is the single most important/north star metric that demonstrates success or failure in operational efficiency? What secondary metrics do you track to ensure you hit your north star metric?

Back Next: Tech Transformation

Techn Transformation

1. How effective are you at implementing new technology solutions?

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No technology implementation processesRarely successful with frequent challengesLimited success, often slow or challengingModerately effective with some delaysGenerally effective with minor issuesHighly effective, smooth and timely implementation

Tech Transformation

2. What is the rate of new technology adoption in your company?

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No adoption, highly resistant to changeVery low adoption, minimal engagementSome adoption, inconsistent across teamsModerate adoption, improving but unevenHigh adoption rate, well-received by teamsRapid adoption, embraced by the entire organization

Tech Transformation

3. How quickly can you bring new digital products to market?

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No capability to launch new digital productsVery slow, significant delaysLimited, with occasional delaysModerate speed, sometimes delayedGenerally quick with minimal delaysRapid and consistent launch speed

Tech Transformation

4. Do you have tech transformation goals and metrics broken down by quarter?

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No goals or metrics in placeAnnual goals, limited focus on quarterly metricsBasic quarterly metrics, not fully trackedModerate quarterly metrics with some trackingDetailed quarterly metrics, consistently trackedComprehensive quarterly goals and metrics, fully integrated

Tech Transformation

What is the single most important/north star metric that demonstrates success or failure in tech transformation? What secondary metrics do you track to ensure you hit your north star metric?

Back Next: Brand Equity

Brand Equity

1. How well is the brand known in your industry?

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No brand recognition within the industryVery low recognition, rarely acknowledgedLimited recognition, some awareness among key playersModerate recognition, known but not widelyHigh recognition, well-regarded among industry leadersWidely recognized and respected across the industry

Brand Equity

2. Are customers likely to recommend your brand (NPS)?

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Extremely low NPS, high dissatisfactionLow NPS, frequent negative feedbackModerate NPS, mixed customer recommendationsFairly positive NPS, customers generally satisfiedHigh NPS, customers frequently recommendExceptional NPS, highly recommended by nearly all customers

Brand Equity

3. Is your brand seen as differentiated from competitors?

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No differentiation, seen as identical to competitorsMinimal differentiation, customers often see little distinctionSome differentiation, but not clear to all customersModerately differentiated, some unique value perceivedHighly differentiated, customers recognize unique valueDistinctive and widely differentiated, stands out in the market

Brand Equity

4. Do you have brand equity goals and metrics broken down by quarter?

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No goals or metrics in placeMinimal goals, annual focus with little quarterly trackingBasic quarterly metrics, limited tracking and accountabilityModerate quarterly metrics, tracked inconsistentlyDetailed quarterly goals, metrics consistently trackedComprehensive quarterly goals and metrics, fully integrated

Brand Equity

What is the single most important/north star metric that demonstrates success or failure in brand equity? What secondary metrics do you track to ensure you hit your north star metric?

Back Next: Talent Success

Talent Success

1. Evaluate your company’s ability to attract, retain, and develop top talent.

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No process in place for talent managementVery limited process, often inefficient and inconsistentBasic process, but with significant gaps or inefficienciesModerate process, covers most stages but lacks optimizationStrong, efficient process with minor improvements neededHighly efficient, end-to-end process that seamlessly supports talent needs

Talent success

2. Are current employees engaged and productive?

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Very low engagement and productivity, frequent dissatisfactionLow engagement, productivity issues commonModerate engagement, but productivity fluctuatesFair engagement and productivity, with room for improvementHigh engagement and productivity, most employees are satisfiedExceptionally high engagement and productivity, employees are highly motivated

Talent success

3. How would your employees rate your company (eNPS)?

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Extremely low eNPS, dissatisfaction is widespreadLow eNPS, many employees are not likely to recommendMixed eNPS, some employees may recommendFair eNPS, generally positive sentiment among employeesHigh eNPS, most employees are likely to recommendOutstanding eNPS, almost all employees highly recommend

Talent Success

4. Do you have talent success goals and metrics broken down by quarter?

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No goals or metrics in placeMinimal goals, annual focus with no quarterly breakdownBasic quarterly goals, but inconsistently trackedModerate goals and metrics tracked quarterly, but could improveWell-defined quarterly goals and metrics, regularly trackedComprehensive quarterly goals and metrics, fully integrated into performance tracking

Talent success

What is the single most important/north star metric that demonstrates success or failure in talent success? What secondary metrics do you track to ensure you hit your north star metric?

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