THE BACK OFFICE BLUEPRINT AUDIT

THE BACK OFFICE BLUEPRINT AUDIT
SECTION 1: GENERAL BUSINESS INFORMATION
Business Name *
Business Owner Name*

First NameLast Name
Email Address
example@example.com
if any Extra Partners, list below.

First NameLast Name
Business Website - if applicable
Industry/Niche
What is your services or products that you offer?*
How long has your business been operating?*
Business Structure:*
Do you have a team?*

Just Me.1-3 People4-10 People11-25 People26+
What is your biggest operational challenge right now?*
List any other issues that you may be encountering.
SECTION 2: BUSINESS PROCESSES AND WORKFLOW
Do you currently have documented Standard Operating Procedures (SOPs)?*
How do you currently track daily tasks and projects?*
What processes take up the most time in your business that you wish could be automated or streamlined?*
Do you have a clear onboarding process for new clients or customers?*

Yes, it’s fully automated and seamlessYes, but it needs improvementNo, we handle onboarding manually each time
SECTION 3: TECHNOLOGY AND SYSTEMS
What software and tools do you currently use to manage your business? (Check all that apply)*
Do you feel your current systems are helping or slowing down your business?*

Helping – things are running smoothlySomewhat helpful, but there's room for improvementSlowing things down – they are inefficient or outdated
If you could implement one system or tool to improve your operations immediately, what would it be?

A better project management systemA CRM for tracking clients and leadsAutomation for repetitive tasksA stronger financial tracking systemOther
SECTION 4: FINANCIAL OPERATIONS
How do you currently track income and expenses?*
Do you have a clear budget and financial forecast for your business?*

Yes, I review it regularlyI have a budget, but I don’t follow it closelyNo, I just track revenue and expenses as they come in
What’s your biggest financial pain point?*

Managing cash flowKeeping up with bookkeeping and expensesPricing my products/services properlyInvoicing and getting paid on time
SECTION 5: TEAM AND LEADERSHIP
If you have a team, how do you currently delegate tasks?
Do you have a clear hiring and onboarding process?*
What’s your biggest challenge when managing a team?

Communication and collaborationHolding people accountableTraining and onboardingKeeping track of projects and deadlines
SECTION 6: GOALS AND GROWTH STRATEGY
What are your top 3 business goals for the next 12 months?*
What do you feel is holding you back from achieving those goals?*
If you could remove one major bottleneck in your business today, what would it be?*
*A bottleneck is a situation that stops a process or activity from progressing.
How soon are you looking to implement operational improvements?*

ImmediatelyWithin the next 3 monthsWithin the next 6 monthsI’m just exploring options for now
SECTION 7: FINAL THOUGHTS
How would you describe your ideal workday as a CEO?*
What would having a strong, organized back office allow you to do more of?*
Is there anything else you'd like to share about your business challenges or goals?*
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THE BACK OFFICE BLUEPRINT AUDIT

SECTION 1: GENERAL BUSINESS INFORMATION

SECTION 2: BUSINESS PROCESSES AND WORKFLOW

SECTION 3: TECHNOLOGY AND SYSTEMS

SECTION 4: FINANCIAL OPERATIONS

SECTION 5: TEAM AND LEADERSHIP

SECTION 6: GOALS AND GROWTH STRATEGY

SECTION 7: FINAL THOUGHTS