Business & Process Audit

Part 1

The big picture

What is your name and business URL?*

In 2–3 sentences, what is the core focus of your business, and who is your primary audience?*

If you could wave a magic wand and fully automate or optimize ONE major headache in your business this week, what would it be?*

Part 2

Workflow & bottleneck mapping

The time-sinks: what tasks currently consume the most hours in your week?

Lead generation & outbound sales trackingCustomer onboarding & welcome communicationsContent creation, formatting, or schedulingManual data entry, file organization, or updating spreadsheetsDrafting repetitive emails or client follow-upsInventory, billing, or basic operations management

Other (please specify)

Walk us through a specific "time-heavy" workflow you currently do manually.*

e.g. "When a new client signs up, I manually copy data to a sheet, create a folder..."

What software, platforms, or tools does your business use daily?*

e.g. Notion, Slack, Google Workspace, ManyChat, CRMs

Part 3

Spotting the 1–3 opportunities

Where do your leads currently come from, and what happens immediately after a prospect shows interest?*

Are you currently using any AI tools (like ChatGPT or Claude) to support your sales copy, social media, or marketing workflows? If yes, how?*

Once a client says "YES" and pays you, what part of the delivery or fulfillment process feels the most chaotic or repetitive?*

Do you find yourself answering the same 5 to 10 questions from clients over and over again?*

Yes – and I’m manually typing out the answers every time.Yes – but I use templates/canned responses.No – our inquiries are always completely unique.

Part 4

Technical & setup readiness

Where does your current business documentation live?*

e.g. Google Drive, on our office computer — or "we don't have any documentation"