THE GUIDING QUESTIONS

Thank you for taking the time to complete this form! Your responses will help us assess your business across five essential areas: Marketing, Operations, Financial Management, Client Experience, and Business Growth.

Based on your input, we’ll deliver a personalized audit packed with clear, actionable recommendations tailored to your needs. The more detail you provide, the more value we can deliver in return.

We’re excited to help you take the next step in optimizing and automating your business!

Name

First Name

Last Name

What's the name of your business?

What does your business do?

Business Website

http://

How long have you been in business?

What's your approximate monthly revenue?

How many employees/team members do you currently have?

What’s the #1 challenge you’re facing in your business right now?

What other challenges are you experiencing?

Select all that apply

Marketing isn’t working (low leads, no ROI)

Operations feel chaotic (too many manual processes, lack of systems)

Financial management is unclear (cash flow issues, no budgeting, etc.)

Struggling to keep clients/customers happy (poor feedback, high churn)

Stuck trying to scale or grow the business

Lack of clarity on overall business strategy

What’s the one goal you’d love to achieve in the next 3–6 months?

Do you currently have a budget allocated to improve your business operations, marketing, or financial systems? If yes, what’s your approximate budget?

What’s your top business goal for the next 6–12 months?

Which daily or weekly tasks feel the most repetitive or time-consuming?

How do you currently promote your business?

Do you track performance or results from your marketing efforts?

How do you manage invoicing, payments, and financial tracking?

What’s one process you wish could run on autopilot?

What’s your biggest business challenge right now?