AUDIT INTAKE

Tell us how your business runs.

Your audit is built from these answers. Allow about 30 minutes. Rough numbers and best guesses are fine; the more specific you are, the more specific your report will be.

1About you and your business

Your name required

Email address required

We'll only use it for your audit.

Business name required

Industry required

For example: residential plumbing, wedding photography, commercial cleaning.

How you make money required

2Size and revenue

Full-time team size, including you required

Count two part-timers as one full-time person.

Approximate monthly revenue required

Average job, project or order value

For example: $3,500.

Jobs, projects or orders per month

3What you want fixed

What do you want this audit to fix? required

In your own words: what made you book?

Your single most important goal required

Your biggest operational frustration required

The second biggest

One more thing you'd like fixed

How urgent is fixing this? required

What would success look like 90 days from now?

4Your main workflow

Walk us through the work that brings in most of your money, from first contact to getting paid, in 3 to 6 steps. For example: enquiry comes in, quote sent, job scheduled, work done, invoice sent, payment received. Times are optional; rough is fine.

Step 1 required

Time it takes (step 1)

Wait before it starts (step 1)

Step 2 required

Time it takes (step 2)

Wait before it starts (step 2)

Step 3 required

Time it takes (step 3)

Wait before it starts (step 3)

Step 4

Time it takes (step 4)

Wait before it starts (step 4)

Step 5

Time it takes (step 5)

Wait before it starts (step 5)

Step 6

Time it takes (step 6)

Wait before it starts (step 6)

Where do things slow down or break? required

One per line.

Your most time-consuming recurring task each week

Hours lost to inefficiency each week, across the whole team required

Your best guess is fine.

5Rework and waste

What gets redone or fixed most often?

Roughly how much of your work needs redoing?

What does a typical redo cost you?

In time or money. For example: 3 hours, or $250.

Which of these do you see most? Tick any that apply. Waiting on approvals, clients, information or each other Mistakes that need fixing, redoing or apologising for Hunting and switching: looking for files, jumping between apps, extra clicks Handoffs: moving work or information between people, places or systems Over-polishing: more steps, checks or detail than the customer values Doing work early or doing more than was asked for Piles: backlogs, half-finished work, unread requests or unused stock Wasted talent: skilled people stuck on work below their level

6Your tools

The software you use for each, if any. Leave blank whatever doesn't apply.

Project or job management

Communication

CRM or sales

Invoicing or accounting

File storage or sharing

Scheduling or calendar

E-commerce, orders or inventory

Marketing, email or social

Anything else critical

Biggest frustrations with your tools

Any tools that overlap or do the same job?

7Numbers and money

What numbers do you track today?

For example: monthly revenue, jobs completed, response time. "None" is a fine answer.

Could you share reports or data exports if we ask?

If so, what kind?

Your usual payment terms

How late do invoices usually get paid?

For example: 14 days late, or on time.

How far over schedule do jobs usually run?

8Anything else

Anything else we should know?

Your answers are used only for your audit. Your name and email are stored separately and aren't part of what our drafting software sees.

Tell us how your business runs.

Some answers need attention