Self-assessment · Virtual-first service delivery

Does your service have
a virtual-first version?

Thirteen questions. No sales pitch. At the end you'll have an honest read of whether your service delivery model is a candidate for redesign — and what that would actually mean.

Answer as honestly as you can. "Partly" is a legitimate answer and often the most useful one. The score updates as you go — the output at the end is more useful than the number.
Answer questions to see your score
0 of 14 questions answered
Section 1 of 5 — The work itself
What do your experts actually do on site?
The key question is how much of the service time is genuinely hands-on versus information-based.
Most of what my experts do during a site visit is gathering information, asking questions, and making recommendations — not physically working on equipment.
A significant portion of our service cost is travel, scheduling, and being physically present — not the expert judgment itself.
The information-gathering and analysis in our service could happen remotely, given the right data access.
Section 2 of 5 — Remote access
Can the work happen without you being there?
Access feasibility is the most common blocker — and the most honest one to surface early.
My clients' relevant systems — monitoring platforms, operational data, or equivalent — could be accessed remotely by my team.
My clients' IT or security setup wouldn't prevent meaningful remote access to the systems we need.
My clients are comfortable working via video sessions — it wouldn't itself be a barrier to engaging us.
Section 3 of 5 — A trial your client runs themselves
Can the result be verified quickly, by the client?
The trust structure in virtual-first delivery is a bounded trial — not a site visit or a handshake.
I could design a short engagement where my client implements recommendations in their own environment and verifies the results themselves.
The results of my service are measurable within days or a couple of weeks — not months.
A client could exit a trial cleanly if it didn't produce value — no penalty, no obligation.
Section 4 of 5 — Describing what you deliver
Can your clients grasp the offer immediately?
Virtual-first delivery only works if the category is clear to your client in seconds — without explanation.
I can describe what my service delivers — in a sentence my client understands immediately, without explaining the methodology.
"Remote advisory" or "desk-based diagnostic" would make immediate sense to my clients — they wouldn't need educating on the concept.
Section 5 of 5 — The economics
Would a restructured cost base actually change your pricing?
The model only works if removing physical overhead genuinely collapses costs — not just trims them.
Removing travel, site visits, and physical presence overhead would genuinely transform my cost structure — not just save some time at the margin.
I could offer my service at a significantly lower price to clients and still operate profitably.
I'm comfortable promising the quality of my analysis and recommendations — and letting the client verify the operational outcome themselves.

The next step is a conversation — not a proposal.
45 minutes. We work through your specific service model. You'll leave with a clearer picture of what's possible and what the trial design would look like — whether or not we work together.