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A RocketLevel self-assessment for restoration owners. About an 8-minute read, plus twenty minutes with the worksheet.

You know something's off but can't point at it yet. This page turns that feeling into nine scores in twenty minutes and shows you the two places to start.

Most owners can feel it before they can name it. The phone is quieter than last spring. Jobs look profitable on the estimate and the bank balance says otherwise. Two good techs left in the same month and nobody can say why. Or the business runs fine, as long as you're standing in the middle of it.

This audit drags those hunches into daylight. You rate nine departments of the business, three lines each, one to five, and average each department. Then you take the two lowest and spend the next ninety days there, on the pages in this hub that fix them. There's no leaderboard and nobody sees your numbers. The only score you're chasing is your own, one quarter from now.

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Take the audit now. Make your own copy in Google Sheets, rate each line, and the department averages add up for you. Or print the worksheet or save it as a PDF and add them up by hand. Your numbers stay yours.

The Whole-Business Self-Audit Worksheet

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Next step: run the fixes on a Sprint Board. The audit tells you what to fix. A sprint board is how you actually run it, week to week, with a named owner and a clear next action on every item, so the work stops disappearing.

Run Your Week on a Sprint Board: A Template You Can Copy

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How to score yourself honestly

Every line in the worksheet gets a whole number, one through five. Use these anchors and don't split the difference.

• 1. It doesn't exist, or it's broken and everybody knows it.
• 2. Somebody tried. It works for a few weeks, then slides back. Nothing is written down.
• 3. It works when the right person is in. Who's working that day decides the result, and that person is usually you.
• 4. It's written down and it holds without you most weeks. It slips under pressure: storm season, a big loss, a key person out.
• 5. It's documented, someone other than you owns it, and it held through the last hard stretch. You'd hand it to a buyer's analyst unedited.

Three is the number owners reach for when they don't want to say two. That's why the twos and fours are spelled out. If every line is a three, you haven't scored yet.

Score with your team, not alone

Send the worksheet to your ops lead, your senior estimator, and whoever runs the office. Everyone scores alone, no talking, before you meet. Then put the copies side by side. Where you gave Claims a four and your office manager gave it a two, stop there. That gap is the diagnosis. Owners score the front of the business high because they live there; the people who run the back know what happens after the truck leaves. Argue it out, land on one number, write down why.

The nine departments, and where GEM fixes each one