Purpose: To deeply assess your current systems, surface inefficiencies, and optimize for scale and growth.

SECTION 1: BUSINESS OVERVIEW

1. Business Name:

   [Your response]

2. Industry/Niche:

   [Your response]

3. Years in Operation:

   [Your response]

4. Describe your business model and services or products:

   [Your response]

5. Size of your current team:

   • Founders: [Number]
   • Full-time employees: [Number]
   • Freelancers/Contractors: [Number]

6. Who is your primary customer or client profile?

   [Your response]

7. Top 3 current business goals or priorities:

   [Your response]

SECTION 2: OPERATIONAL LANDSCAPE

1. How would you describe your service or product delivery workflow?

   [Include onboarding, delivery, feedback, and handoff]

2. Which tools and platforms are you currently using for:

   • Task/project management:
   • Team communication:
   • CRM:
   • Client onboarding:
   • File/document management:
   • Invoicing/payments:
   • Performance reporting:

3. What do you currently use for knowledge or process documentation?

   [e.g., Notion, Google Docs, none]

4. Do you have SOPs or training docs in place?

   • ☐ Yes, most areas
   • ☐ Partial or outdated
   • ☐ None

5. What’s your method for assigning and tracking tasks?

   [Your response]

6. How do you measure team or project performance (KPIs, deadlines, reviews)?

   [Your response]

SECTION 3: CHALLENGES & INEFFICIENCIES