Quick Business Check-In

Section 1

The Basics

Your name and role*

Business name and what you do, in one sentence*

Best email or phone to reach you*

How many people work in the business, including you?*

How long have you been in business?

Under 1 year 1–3 years 3–10 years 10+ years

Roughly how many customers or jobs do you handle in a typical month?

What's your average sale, job or client worth?

A rough guess is fine, like "$150 haircut" or "$8k install."

Section 2

A Day In Your Life

Walk me through a typical day, from when you wake up to when you stop working.

Be specific. "Check email at 6am, drive to the first job, answer calls between jobs, do invoices at night…"

What part of your day do you enjoy most?

What part of your day do you dread?

How many hours a week do you work in total?

Of those hours, how many go to admin work instead of the work you're actually good at?

What do you end up doing at night or on weekends that you wish you didn't have to?

Section 3

Where Your Time Goes

Check everything that takes more time than it should.

Customers

Answering the same questions over and over (calls, texts, emails, DMs) Scheduling, rescheduling and appointment reminders Onboarding new customers (forms, contracts, collecting info) Sending updates to customers on their job or order Handling complaints or refund requests

Sales

Responding to new inquiries Writing quotes, estimates or proposals Following up on quotes that go quiet Keeping in touch with past customers Asking for reviews or referrals

Money

Creating and sending invoices Chasing late payments Bookkeeping and categorizing expenses Payroll or tracking hours Figuring out whether a job or product was actually profitable

Operations

Copying information from one system to another Keeping spreadsheets up to date Ordering supplies or managing inventory Scheduling staff or crews Paperwork, permits, compliance or filing Finding files, documents or old emails

Team

Hiring (writing posts, screening applicants) Training new people Answering the same questions from staff Checking or fixing other people's work

Marketing

Social media posts Email newsletters or promotions Website updates Writing descriptions, ads or content Other

From everything above, which 3 bother you the most?

Section 4

Where Customers & Money Slip Away

In the last month, can you think of a customer or job you lost? What happened?

If you had to guess, how much money a month slips through the cracks?

Section 5

Your Tools & Systems

Which tool do you hate the most, and why?

Where do you have to type the same information into more than one place?

For example, "I put the customer in my phone, then the spreadsheet, then QuickBooks."

Is there important information that only lives in your head?

Pricing rules, how you handle certain customers, how a job actually gets done…

Section 6

Your Team

Skip this section if you work alone.

What questions do your employees ask you over and over?

What goes wrong when you're not around?

How long does it take to get a new hire fully up to speed?

Under a week 1–4 weeks 1–3 months 3+ months

Is there anything only one person knows how to do?

Section 7

The Real Stuff

What task do you do over and over that you wish you could hand off tomorrow?

If you hired a full-time assistant tomorrow, what's the first thing you'd give them?

What's something frustrating you've just accepted as "how it is"?

What have you already tried to fix that didn't work?

Software you stopped using, people you hired, systems that fell apart…

If you had 10 extra hours a week, what would you do with them?

What keeps you from growing faster right now?

What would make the biggest difference in the next 3 months?

Picture your business a year from now, running exactly how you want. What's different?

Section 8

Wrapping Up

Anything else you want me to know?

Best days and times for a quick call or coffee?

QUICK BUSINESS
CHECK-IN

The Basics

A Day In Your Life

Where Your Time Goes

Where Customers & Money Slip Away

Your Tools & Systems

Your Team

The Real Stuff

Wrapping Up

GOT IT.
THANK YOU.

QUICK BUSINESSCHECK-IN

The Basics

A Day In Your Life

Where Your Time Goes

Where Customers & Money Slip Away

Your Tools & Systems

Your Team

The Real Stuff

Wrapping Up

GOT IT.THANK YOU.

QUICK BUSINESS
CHECK-IN

GOT IT.
THANK YOU.