Print Shop · Sign Shop · Screen Print · Embroidery

Print & Sign Shop Self-Audit

Find the quote turnaround gaps, proofing bottlenecks, and reorder leaks in your print operation — scored with specific steps to close each one.

15–20 minutes · 6 sections · Scored findings with action steps
What this audit covers
  • Quoting & File Intake
  • Production & Job Tracking
  • Customer Communication & Reorders
  • Color, Proofing & Continuity
What you get
  • On-screen score the moment you submit
  • Gaps ranked by priority and revenue impact
  • Specific action steps you can implement yourself
  • Tool and platform recommendations with context
  • Full report emailed within 72 hours
Get Started — $197 →
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Print · Sign · Screen Print · Embroidery

How Much Is Your Print Shop Leaving on the Table?

20 questions. Honest answers. A scored report that shows where your biggest gaps are and what fixing them is actually worth.

⏱ About 20 minutes📊 Scored results🔒 Confidential
Section 1 of 6
Your Shop
Helps us calibrate the results to your actual operation.
What best describes your primary business?
Quick print / copy shop (business cards, flyers, brochures, banners)
Sign shop / wide format (vehicle wraps, banners, dimensional signs, windows)
Screen printing / embroidery / custom apparel
Hybrid -- we do more than one
How do you currently track jobs, quotes, and production?
Full shop management software (Printavo, ShopVOX, Corebridge, PrintSmith, etc.) Good
Software for some things, but a lot is still tracked manually Partial
Whiteboard, paper job jackets, or sticky notes High Gap
Spreadsheets and email threads High Gap
Section 2 of 6
Quoting & File Intake
Where the job starts -- and where most shops lose time before production even begins.
When a quote request comes in, how long does it typically take to respond with a price?
Under 30 minutes -- pricing is in a system Good
1 to 2 hours Moderate
Half a day or more Gap
Next day or longer High Gap
How do customers submit their artwork files?
Structured intake form that routes to organized cloud storage Good
Business email with organized client folders Moderate
A Gmail or general email inbox -- not organized by client High Gap
However they can -- email, USB, walk-in Gap
Do you have a stored file library for repeat customers -- so reorders don't require them to resend files?
Yes -- organized by client, accessible quickly for reorders Good
Sort of -- files exist but finding them takes digging Moderate
No -- customers have to resend files every time Gap
Section 3 of 6
Production & Job Tracking
What happens between intake and completion -- and who knows about it.
When you send a proof, how do you track whether the customer has seen it and approved it?
Tracked approval portal with automated reminders and a timestamped record Good
Email PDF, I follow up manually when I remember Moderate
Email PDF and wait -- job sits until they respond Gap
Verbal or phone approval -- nothing in writing High Gap
If you were out sick for three days, could someone else on your team locate every active job and its current status?
Yes -- everything is in the system, accessible to the team Good
Mostly -- but there are jobs only I really know the full status of Moderate
No -- I'm the only one who knows where everything stands High Gap
Does your production or shop management software sync automatically with your accounting software (QuickBooks, Xero, etc.)?
Yes -- production invoices flow directly into accounting Good
No -- someone re-enters invoices manually from the production system Gap
We don't have shop management software to sync from High Gap
Section 4 of 6
Customer Communication & Reorders
What happens after the job is done -- and whether customers come back.
When a job is complete and ready for pickup, how does the customer find out?
Automatic text or email fires when the job status changes to complete Good
I call or text when I remember to Moderate
They usually call me to ask if it's ready High Gap
Do you have an automated system to remind past customers to reorder (triggered by job type and time)?
Yes -- reorder reminders fire automatically based on job type and timeline Good
We reach out sometimes manually but it's not systematic Moderate
Nothing -- customers call when they need more High Gap
Section 5 of 6
Color, Proofing & Continuity
The gaps most shops don't think about until a dispute or a storm.
When a client submits files for a job, do you flag RGB color mode files and communicate the CMYK difference before production?
Yes -- we check file color mode at intake and educate clients proactively Good
Sometimes -- we catch it when we notice, not systematically Moderate
No -- we print what they send and handle disputes after Gap
Does your proof approval include written language about color variation between screen and print?
Yes -- clients acknowledge that screen colors may vary from print output Good
No -- the proof goes out without any color expectation language Gap
We don't have a written proof approval process at all High Gap
If your building flooded or your computer died today, where are your customer artwork files?
All in cloud storage -- accessible from any device, anywhere Good
Some in the cloud, some only on local machines At Risk
On local computers or a server at the shop -- not backed up off-site High Gap
Mostly in email inboxes High Gap
Florida requires workers' compensation insurance for businesses with 4 or more W-2 employees. Where does your shop stand?
Under 4 W-2 employees -- below the threshold N/A
4 or more W-2 employees and workers' comp is in place Compliant
4 or more W-2 employees and we don't have workers' comp High Gap
I'm not sure of our exact count or status Needs Review
Section 6 of 6
About You
See Your Results
Your scored report shows which gaps are biggest and what to address first.
Your information is never shared or sold.
Automation Opportunity Score
0
out of 100
Your Results
Ready to Close These Gaps?
Free 30-minute working session -- we look at your actual setup and map out what to turn on first.
Schedule a Free Call