Mini-Audit Intake Questionnaire
This will give me a full view of your business, uncover areas that could use improvement, and highlight opportunities to help you get unstuck and moving forward. Be specific! The more details you provide, the more recommendations I will be able to give you!
Full Name
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First Name
Last Name
E-mail
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example@example.com
Social Media Handles:
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Tell me about your business (how long you’ve been doing what you’re doing, why you started, who you primarily work with).
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Who are you outside of your business? (Do you have kids, what do you enjoy doing for fun, where do you live? Describe an average day in your life)
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How would you describe an ideal day in your life (once your business is optimized and working FOR you, what does an ideal day look like)?
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What are your current main offers? (Who do you help, what’s the transformation, and price points?)
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What do you love about your business currently?
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What are your biggest struggles / challenges currently?
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If I could wave a magic wand and give you the ideal day in your life/business, what would that look like?
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What have you already tried to make that ideal flow happen? What worked and what didn’t?
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Have you ever had anyone on your team? If so, what was that experience like? What would you have changed?
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What are your main goals for the next 30 days, 3 months, and 6 months?
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What systems / tools are you currently using? Which do you love / dislike?
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CRM Software
Accounting/Bookkeeping Software
Course/Membership Platform
Project Management Platform
Tasks/To-Do Software (if outside of project management)
Calendar/Scheduling Platform
Email Marketing
Online Store/Checkout
Social Media Management Tools
Customer Support Systems
File/Document Storage
Automation Software
Other
You can upload any screenshots or images here that might give me a clearer idea of what you are seeing.
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Anything you want to share with me that will help us work better together? (i.e., can get in your own way, can get overwhelmed, need extra accountability - this is your space to share with me anything you think will help!)
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