Service Provider Clarity Audit: Reclaim Your Time & Revenue

Service Provider Clarity Audit: Reclaim Your Time & Revenue

Goal: This audit helps us pinpoint exactly where your time and money are leaking due to system chaos so we can build a simple, sustainable fix.
SECTION 1: Your Business Profile (The Basics)
1. What is your primary service/niche? (e.g., Luxury Wedding Planning, Newborn Photography, B2B Sales Coaching)
2. How many clients do you typically serve or manage at one time?
3. What is your average revenue per client or project? (Rough estimate is fine)
4. How many hours per week do you spend on non-billable, low-value administrative tasks? (e.g., sending the same email, looking for files, basic scheduling)

SECTION 2: Foundational Discipline & Personal Capacity

(This section addresses Burnout and the lack of a protective framework for your time.)
5. On a scale of 1 (Non-existent) to 5 (Rock Solid), how would you rate your personal time management boundaries?
6. How often do you feel completely drained or burned out?

Rarely (Once a quarter or less)Occasionally (Once a month)Often (Weekly)Almost constantly (I'm running on fumes)
7. Do you have protected time for strategic planning or future growth activities?

Yes, it’s a non-negotiable block.Sometimes, if client work permits.Never, I'm always reacting to the inbox.

SECTION 3: Operational Workflow (The Chaos Score)

(This section targets the repetitive, manual tasks that eat up high-value time.)
8. Describe your client intake process (from first inquiry to signing the contract).
9. Which task related to project delivery is the most time-consuming or frustrating for you right now?
10. How many different software tools do you currently use to manage client communication, tasks, and files? (e.g., Email, Google Drive, Asana, QuickBooks, etc.)
11. Do you have a Standard Operating Procedure (SOP) written down for your three most frequent client tasks? (e.g., "how to onboard a new client," or "how to deliver the final product")

Yes, for all three.Only for one or two.No, it's all in my head.

SECTION 5: Next Steps
15. What is the single biggest goal you hope to achieve by getting your business systems in order? (e.g., "Take a true 2-week vacation," "Double my number of clients," "Reduce my work week to 30 hours")
16. What is the best way and time to schedule a 15-minute diagnostic call to review your audit?
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