Owner Operating Load & Cost Scorecard

Part 1 · Make more money

Where leads and follow-up fall through

01How fast does a new lead usually get a first response?

Within minutesWithin the hourSame dayNext day or later

02How many follow-up touches does a typical lead get before it goes quiet?

6 or more3–51–2Depends who remembers

03When a lead goes quiet, does anyone systematically re-engage it?

AlwaysSometimesRarelyNever

04What happens to calls and inquiries after hours or at weekends?

Answered 24/7Returned next working dayOften missedWe don’t know

05How often do proposals or estimates go out without a planned follow-up?

RarelySometimesOftenWe don’t track it

Part 1 total (0–15): 0

Part 2 · Consolidate operating costs

What you pay people, providers and tools to do

06How many separate providers, contractors and tools do you coordinate?

1–34–67–1011 or more

07Do they share one view of your customers and the business?

YesPartlyMostly notNo

08Your current stack — monthly cost

Enter what you pay each month. Leave blank if none.

SEO / GEO + content

Google Ads management

Sales / prospecting

Marketing / creative / campaign management

Website / social / digital support

Bookkeeping / financial reporting

Operations / project coordination

Software / CRM / AI tools

Fractional CFO / finance leadership

Outsourced SDR / appointment setting

Optional · other services

Fractional COO

Fractional CMO

Fractional AI leadership

RevOps

AI automation / consulting

Other

Your real current monthly stack $0/mo

Reference: illustrative fragmented operating stack $35,500–$45,500/mo vs Aurelius™ Managed AI Operations — Annual $9,000/mo. Illustrative example — not a guaranteed savings claim.

Part 2 total (0–8): 0

Part 3 · Buy back your time

Owner coordination, recurring work and decision bottlenecks

09Roughly how many hours a week do you spend coordinating people, providers and follow-up?

Owner coordinationhrs/wk

10Which recurring operating work still sits on you? Tick all that apply — 1 point each, max 3.

11How often does work wait on you because only you have the context?

RarelyWeeklySeveral times a weekDaily

12If you were away for two weeks, what would happen?

It runs fineMinor slipsSignificant slipsThings stall

Part 3 total (0–11): 0

Part 4 · Where Aurelius™ could help

Work Aurelius™ could perform or coordinate

14Who would you want running Aurelius™ day to day?

Start with revenue — work our leads with usOur own team, company-wideOperated for us, alongside our teamNot sure yet

Your results

Where work, revenue and owner time may be leaking.

Your scorecard totals
Part	Low	Moderate	High
1 · Revenue follow-through	0–4	5–9	10–15
2 · Cost fragmentation	0–2	3–5	6–8
3 · Owner load	0–3	4–7	8–11

Your current monthly stack: $0/mo

Work you’d most want off your plate: none selected

Likely starting path

Growth Engine

We operate the revenue engine with you.

Most points in Part 1, and most Q13 ticks are revenue work (prospecting, email, calling, follow-up, appointment workflow, proposals).

Business OS

Aurelius™ is built around the whole company. Your team runs day-to-day operations using it.

Points spread across Parts 1–3, ticks across more than one area, and you’d like your own team to run it.

Managed AI Operations

We actively operate agreed functions alongside you.

High Part 2 and Part 3 scores, a larger current stack, and you’d like the operating work run for you.

Your Q14 answer usually decides the path. Directional only — not a savings estimate, ROI forecast or guarantee. Your written proposal confirms scope, the capabilities included and pricing.

Next step

Bring this scorecard to an Aurelius™ Working Session.

We’ll put your real numbers side by side with the Aurelius™ paths and map where Aurelius™ could make more money, consolidate operating cost and buy back your time — with you in control.

Book an Aurelius™ Working Session Download / print the PDF scorecard

Email my results

We’ll email your three scores, your current stack total, the work you ticked and your likely starting path.

First name

Last name

Company name

Email address