The CoPilot Standard of Excellence

CoPilot looks at your business in ways you can’t yet see.

The Standard of Excellence is a systemic, methodical approach to examining your business, comparing it to others like you and providing you specific feedback.

The feedback shows you where you score against the standard and as important, how you score against others in your industry.  A benchmark against your future performance potential and another one comparing you to your competition.

The data itself has value, however, the specific roadmap is the ROI of engaging with CoPilot.  We drive you to get to where you want to be from your current place, no matter whether you score low or high.  It is the action that drives improvement.  The right actions drive the right results.

Review the standard below; score yourself between 1 and 5 for each; 5 being the highest and submit it to us.  Let’s talk.

Example Assessment

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Learn More & Take a Self Assessment.

The Details.

1.0 Executive

1.1 Strategic Direction
1.2 Leadership
1.3 Planning
1.4 Brand
1.5 Message
1.6 Goal Setting
1.7 Business Performance Review
1.8 Business Continuity
1.9. Performance Management

2.0 Marketing

2.1 Branding & Messaging
2.2 Lead Generation
2.3 Channel Management
2.4 Event Marketing
2.5 Content Marketing
2.6 Tools
2.7 Measurement

3.0 Sales

3.1 New Sales
3.1.1 Process
3.1.2 Tools
3.1.3 Sales Qualification Lead
3.1.4 Estimates / Pricing
3.1.5 Proposal Creation
3.1.6 Measurement / Goals
3.2 Account Management
3.2.1 Long Term Value Scoring
3.2.2 Net Promoter Score
3.2.3 Roadmap Planning
3.2.4 Client Communication

4.0 Operations

4.1 Project Management
4.1.1 Process
4.1.2 Planning
4.1.3 Change Control
4.1.4 Project Status
4.1.5 Defects Reporting
4.1.6 Client Communication
4.2 Dev Ops
4.2.1 Quality
4.2.2 Testing
4.2.3 Deployment
4.2.4 Security
4.2.5 Business Continuity
4.3 Production / Delivery

5.0 People

5.1 Recruiting
5.2 Hiring
5.3 Performance Management
5.4 Training
5.5 Compensation
5.6 Employee Agreements

6.0 Financial

6.1 Ownership Structure
6.2 Accounting Controls
6.3 Chart of Accounts
6.4 Income Statement
6.5 Cash Flow Management
6.6 Budgeting
6.7 Forecasting

Self Assessment.

Your Name (required)

Your Email (required)

Score Yourself from 1 to 5

(1 is lowest, 5 is highest)

1.0 Executive
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2.0 Marketing
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3.0 Sales
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4.0 Operations
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5.0 People
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6.0 Financial
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