Business Snapshot

Your name

What does your business do, and who's your customer? (1–2 sentences — include your business name / website if you have one)

Roughly how many people work in the business, including you? (full-time / part-time / contractors)

Roughly what's your monthly revenue range? (optional — helps me gauge scale)

Roughly how many new enquiries, clients, or jobs move through the business in a typical month?

Think of your most common customer. From first contact until the job is finished and you've been paid — what usually happens? (messy bullet points are fine)

Where in that does it most often go wrong, slow down, or get dropped?

List the tools, apps, or software you currently pay for or use to run the business — all of them, even the ones you barely open

Which of these actually talk to each other — and which do you manually copy information between?

If you could wave a wand and fix ONE thing about how your business runs, what would it be?

What's the thing you personally end up doing that you most wish you didn't have to?

What made you book this session right now? What was the last straw?

One last thing — which is most true right now?

I have enough work coming in — the chaos is in handling, delivering, and running it

Work comes in okay, but we lose enquiries and clients to slow responses and dropped balls

My main problem is getting more leads and customers in the door