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Small Business Operations Checkup
Are you working 80 hours per week? Maybe you'd like to expand your business or just need a break. Don't know where to start? I can help. Complete this checkup and I'll personally create a free strategy to take your business to the next level.
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* Indicates required question
Email
*
Your email
What is your business website?
Your answer
Your name
*
Your answer
Tell me a bit about you and your business.
Your answer
How many employees/contractors including you work for the business?
*
1
2-5
6-20
More than 20
If yes, are you happy with their performance?
*
Yes
No
Sometimes
What are your goals for your business?
*
Continue wearing all the hats but find ways to save time and money
Delegate some tasks so you can focus more on creating and selling your product/service
Delegate most tasks so you can expand the business and/or take some much deserved time off
Required
Which tasks do you love doing the most for your business?
*
Finances (manage working capital, financial reports, adjust business practices accordingly)
Bookkeeping (document and organize expenses and income, accounts payable and receivable, payroll)
Human Resources (team management, maintain records, administer benefits)
Purchasing (supplies, materials, inventory)
Production or service (orders, manage workflow, maintain equipment, packaging, provide service)
Customer Service (orders, feedback, special requests)
Marketing (website updates, social media, ad copy, ad design, blog posts)
Administrative (calendar, appointments, phone calls, booking travel, email management, data entry)
IT support (computer issues, strategy)
Other:
Required
Which tasks do you dislike doing the most for your business?
*
Finances (manage working capital, financial reports, adjust business practices accordingly)
Bookkeeping (document and organize expenses and income, accounts payable and receivable, payroll)
Human Resources (team management, maintain records, administer benefits)
Purchasing (supplies, materials, inventory)
Production or service (orders, manage workflow, maintain equipment, packaging, provide service)
Customer Service (orders, feedback, special requests)
Marketing (website updates, social media, ad copy, ad design, blog posts)
Administrative (calendar, appointments, phone calls, booking travel, email management, data entry)
IT support (computer issues, strategy)
Other:
Required
Which of these tasks have a process to complete them or have already been delegated?
*
Finances (manage working capital, financial reports, adjust business practices accordingly)
Bookkeeping (document and organize expenses and income, accounts payable and receivable, payroll)
Human Resources (team management, maintain records, administer benefits)
Purchasing (supplies, materials, inventory)
Production or service (orders, manage workflow, maintain equipment, packaging, provide service, make product)
Customer Service (orders, feedback, special requests)
Marketing (website updates, social media, ad copy, ad design, blog posts)
Administrative (calendar, appointments, phone calls, booking travel, email management, data entry)
IT support (computer issues, strategy)
Other:
Required
What software, apps and tools do you use on a regular basis in your business?
*
Word processing
Accounting and Invoicing
CRM (Customer Relationship Managment)
Email marketing
Cloud backup
Webconferencing
Project Management
Social Media Management
Time Tracking
eCommerce
Landing pages
Other:
Required
What is the number one task in your business that causes you the most stress or takes away the most from creating your product/service?
*
Your answer
Send me a copy of my responses.
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