About your company
A few open questions
Pain-point & bottleneck checklist
Check what applies and rate severity — L = annoyance · M = costs real money · H = keeps you up at night.
Pricing & Margin
Don't know true margin by product/customer Discounts given without governance Can't pass through material / tariff cost Quoting is slow or inconsistent Margin eroding, cause unclear Supply Chain & Inventory
Forecast inaccurate / always firefighting Too much / wrong inventory tying up cash Stockouts / missed OTIF Long / unreliable supplier lead times No real S&OP / SIOP process Sales & Demand
Weak pipeline / demand visibility Win/loss not understood Over-reliant on a few big customers Operations & Labor
Can't hire / retain skilled labor Tribal knowledge walking out the door Reactive maintenance / machine downtime Quality / scrap / rework New-employee onboarding too slow Data & Technology
Runs on spreadsheets / whiteboards ERP data not trusted / not used No dashboards / reporting is manual Disconnected systems, double entry Macro / External
Tariffs / trade pressure Material cost volatility Reshoring / new competition Short term vs long term
Where it hurts this year — and where you want to be in three.
Wrap-up