The Audit Application
The audit application is a short form designed to give us a clear picture of your business before we start. It helps us understand your unique goals, the technology you're using, and the daily challenges you're facing.
General Business Overview
This section helps us get a quick snapshot of your business, so we can understand your unique goals and what drives your growth.
Business name
*
Primary contact
*
First Name
Last Name
Title
*
Email
*
example@example.com
Phone number
*
Format: (000) 000-0000.
Industry/niche
*
Yes
No
Approximate Annual Revenue (last fiscal year)
*
$1M - $5M
$5M - $10M
$10M - $25M
$25M+
Number of employees
*
Rows
Full time
Part time
#
Briefly describe your core services or products. What problem do you solve for your customers?
*
What are your top 1-2 strategic business goals for the next 12-18 months? (e.g., increase market share, improve profitability, launch new product, expand into new markets)
*
Current Operational Landscape
This section helps us understand how your business runs day-to-day and where you're running into the most problems.
On a scale of 1-10, how would you rate your overall business operations today? (1 = Highly Inefficient/Chaotic, 10 = Streamlined/Highly Efficient)
*
1
2
3
4
5
6
7
8
9
10
Identify the top 3 operational areas or processes that currently cause the most frustration, consume the most time or are prone to errors.
*
Client onboarding
Sales pipeline management
Project delivery
Billing/invoicing
Customer support
Internal reporting
Marketing campaigns
Inventory management
Other
Describe a typical "day in the life" for you or a key team member that highlights operational inefficiencies. What tasks are most manual or tedious?
*
Are your key processes documented?
*
Fully documented
Partially documented
Hardly documented / Tribal knowledge
Not at all
How do you typically identify and resolve operational bottlenecks? Is there a formal process, or is it more reactive?
*
Where do you see the biggest opportunities for your team to save time or improve productivity through operational changes?
*
How many hours do you and/or your team spend on manual tasks per week?
*
Technology Stack & Utilization
This section helps us understand what software and systems you use, and how well they're actually working for you.
Please list all core software and technology platforms currently used across your business.
*
CRM (Customer Relationship Management)
ERP (Enterprise Resource Planning)
Accounting software
Project management
Communication tools
Marketing automation
HRIS (Human Resource Information System)
Industry-specific software
Other
For each major system listed above, briefly describe its primary function in your business.
*
Are your key systems integrated with each other?
*
Yes
No
Which ones?
*
Where do you experience data silos or manual data transfer?
*
How would you describe your team's proficiency and adoption of your current technology?
*
Fully utilized
Partially utilized,
Struggling with adoption
What technology-related challenges are you currently facing?
*
Outdated systems
Lack of features
Poor user experience
High maintenance costs
Security concerns
Integration issues
Lack of reporting capabilities
Other
Are you considering implementing any new technologies in the next 6-12 months?
*
Yes
No
What kind?
*
Performance & Metrics
This section helps us understand how you measure success so we can find where your business is falling short of its goals.
What are the top 3-5 most critical metrics or KPIs you track to measure the health and performance of your business?
*
Revenue growth
Profit margin
Customer acquisition cost
Customer lifetime value
Employee productivity
Project completion rates
Lead conversion rate
Churn rate
Other
How do you currently collect and report on these KPIs?
*
Manual spreadsheets
Dedicated reporting software
Built-in system dashboards)
Inventory management
Other
Are you able to get real-time or near real-time insights into your operational performance?
*
Yes
No
What critical information or metrics do you wish you could track more effectively but currently cannot? Why is this information important to you?
*
Specific Goals & Expectations for the Audit
This section helps us understand what your top priorities are and what you hope to get out of our work together.
What is the single biggest "win" you hope to achieve or learn from our 60-minute Profit-Path Operations Audit session?
*
Are there any specific operational or technology-related questions you are hoping to get answered during our session?
*
Is there anything else you'd like me to know about your business, team, or specific challenges that would be helpful for our session?
*
Investment
Please Note: Upon review of your application, if approved for the Operations & Tech Audit, the investment starts at $2,500, depending on the complexity of your current operations and technology stack. Submitting this questionnaire is the first step towards transforming your business's efficiency.
Submit Application
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