Backend Overwhelm Assessment
You started your business to serve clients and be more present for what matters most, but the behind-the-scenes details can quickly become just as demanding. This quick assessment will help you take a closer look at what's absorbing your time and attention, and aid in identifying what may be ready to be streamlined, systemized, or delegated. No judgment. No right or wrong answers. Just an opportunity to see what's really on your plate and where you may be able to let go of some of the load. Because your time matters, and the work you do with your clients matter. To begin, simply click "Next".
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Rate Your Responses & Results Will be Delivered
Rate your responses from 0 to 3 for 4 categories. Each category will be scored to help give you an idea of where a shift may need to be considered. There are 24 questions and 1 bonus question. Your results will be displayed immediately at the end and emailed to you for your convenience. There's no rush and be honest with yourself.
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1) Calendar & Scheduling
Do you regularly go back and forth with clients to find a time that works for an appointment?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you find yourself rearranging your calendar when appointments are canceled or rescheduled?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Does your calendar include intentional buffers and breaks between appointments, or do you often find yourself rushing from one thing to the next?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have a system for protecting time on your calendar for administrative work, personal commitments, or family?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you ever have to stop what you're doing to check your calendar, schedule an appointment, or respond to a scheduling request?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Calendar & Scheduling Score
Calendar & Scheduling Percentage
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2) CRM & Client Communication
Do you regularly find yourself answering emails that could be handled using a template, process, or someone else's assistance?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have messages or requests sitting in your inbox because you don't have time to decide what needs your attention and what doesn't?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have a system for keeping track of people who have expressed interest but haven't yet booked?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have to rely on your memory to remember when you need to follow up with a potential or past client?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have former clients you would like to reconnect with but haven't had the time to reach out to?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Is your client or contact information stored in more than one place?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Have you ever wondered whether someone fell through the cracks because you forgot to follow up?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have contacts in your CRM that are outdated, incomplete, duplicated, or not organized in a way that's useful to you?
*
0 - Never
1 - Sometimes
2- Often
3- Almost Always
CRM & Client Communication Score
CRM & Client Communication Percentage
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3) Data & Organization
Do you have spreadsheets, forms, or records that you know need to be updated but keep getting pushed down your list?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you find yourself entering the same information into more than one system?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you have information scattered across spreadsheets, documents, email, your phone, and other platforms?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Have you ever spent more time looking for information than you think it should take?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Are there recurring administrative tasks that you keep putting off because they feel tedious or time-consuming?
*
0 - Never
1 - Sometimes
2- Often
3- Almost Always
Data & Organization Score
Data & Organization Percentage
Administrative Load Percentage
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4) Administrative Load
Last Section!
Do you have a running list of administrative tasks in your head that you're afraid you'll forget?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do administrative tasks regularly spill into evenings, weekends, or time you'd rather be spending with your family?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you ever finish a day of serving clients /production and realize you still have hours of backend work waiting for you?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you find yourself switching between client care, production, and administrative tasks throughout the day?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Do you regularly think, "I know I need to deal with that," but don't have the time or mental energy to do it?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Are there tasks in your business that you continue doing simply because you've always done them yourself?
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0 - Never
1 - Sometimes
2- Often
3- Almost Always
Administrative Load Score
Biggest Areas of Overwhelm
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LAST QUESTION!
You're almost done. This question is not scored. Answer it honestly.
If you could hand off one administrative responsibility tomorrow, what would you choose?
Overall Administrative Support
Data & Organization
Calendar & Scheduling
Client & Contact Organization
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Your Name
*
First Name
Last Name
Email
*
Business Name & Type of Business
Example: Eva's Herbal Remedies. Herbalist.
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