Growth Without Grind - Business Audit

Get Clear, Get Growing

Use this form to take an honest look at where your business stands today. By assessing each area, you’ll discover where to focus your energy to grow. Be bold, be honest, and get ready to level up!

Please be as detailed as possible so we can have a very clear understanding of you and your business goals.
Section 1: Business Overview
Name*

First NameLast Name
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

We love sending goodies in the mail from time to time!
Business Name*
How is your business name presented publically?
Business Website*
Please provide your full website link or if you don't have one, please answer with N/A
Business Social Media*
Please enter the full link of your preferred social media profile for your business.
Year established*
What year did you first start your business?
Current Average Monthly Revenue*
How much are you currently earning on average from your business per month?
Current Average Yearly Revenue*
How much are you currently earning from your business per year on average?
Target Monthly Revenue*
How much would you like to be earning per month/ per year?
Current Team (if applicable):
If you currently have any team or those employed to perform any tasks for your business, please list them and their rolls here.
What makes your business different from others in your niche?*
How clearly do you feel your audience understands your brand’s unique value?*
Where do you spend most of your time in your business? Are there tasks you could delegate?*
What is your vision for your business in the next 3-5 years? How do your current actions align with that vision?*
What are the top 3 challenges you're facing in your business right now?What resources, tools, or support do you feel you’re missing to overcome these challenges?*

Section 2: Product/Service Clarity
What are you currently offering? *
List your core products or services.*
What’s your highest-selling product/service? Are there offerings that are underperforming?*
Do your offerings solve your audience’s biggest pain points? Yes/No? (Explain your answer)*
What feedback have you received from customers about your products/services?*
Please be honest and talk about the good and the bad feedback you've been given. All information will be helpful.

Section 3: Target Audience
Who is your ideal client?Age, profession, values, and pain points.Are you attracting this client consistently? If not, why?*
How do you currently reach your audience? Social media platforms? Email marketing? In-person events? Cold Calling? Any other?*
Instagram, Facebook, Twitter YouTube Etc ...
How do your clients find you, and what is their journey like from awareness to purchase?*
How do your clients describe your business? What words or phrases do they use?*

Section 4: Marketing and Sales
How are you currently marketing your business?
What methods are you currently using to build awareness about your business and your offerings?
Social Media: Which platform works best for you?*
Email Campaigns: Are you consistently sending out valuable content?

YesNoI don't have a email list
How big is your marketing list? Does it contain your ideal clients? *
Number of followers on Instagram *
Number of followers on TikTok *
Number of people in FB Group *
If you don't have a facebook page/group, you may put N/A.
Ads: Have you run ads? If so, what is your ROI?*
Where are the majority of your clients coming from?

Social MediaWord of mouth/ ReferralsPaid AdsEventsOther
If other explain how *
Do you have a clear sales process? Yes/No? (Explain what it looks like or where it’s lacking)*

Section 5: Finances
What are your monthly revenue streams?Revenue from services/products:*
What are your monthly revenue streams? Revenue from digital products:*
What are your monthly revenue streams? Revenue from partnerships/other:*
Are your business expenses manageable? Yes/No? (List your top 3 expenses and amounts)*
Have you set financial goals for growth? If so what are they?*
Are there revenue streams you haven’t tapped into yet? What have you considered adding but haven’t implemented?*

Section 6: Systems & Processes
Do you have systems in place for: Managing leads and customers? Yes/No If yes what do you use
Do you have systems in place for: Project management? Yes/No If yes what do you use
Do you have systems in place for: Automation (email, invoicing, etc.)? Yes/No If yes what do you use
Where can you streamline your processes to save time?Example: "I spend too much time on ________. I could automate this using ________."
What systems do you have in place to re-engage past clients or ensure ongoing customer satisfaction?
Do you have specific Key Performance Indicators (KPIs) that you track regularly? If so, what are they?

Section 7: Support & Community
Are you getting the support you need to grow? Mentors/Coaches: Yes/No (Do you have one? What support are you missing?)*
Are you getting the support you need to grow? Business community: Are you part of a supportive community? (What do you need more of?)*
Do you have a team or are you doing it all alone? Yes/No (Who can you delegate to? What support do you need?)*
How do you lead your team (even if it’s just contractors or part-timers)? What kind of support do you need as a leader?*

Section 8: Growth Opportunities
What’s holding your business back from growing right now? Example: "I need more visibility," "I need to refine my offer," "I need more consistent income."*
What’s one bold action you can take this quarter to grow your business?Example: Launch a new product, invest in marketing, hire a part-time assistant, etc.*

Section 9: Money Mindset & Financial Confidence
Money Beliefs: What is your earliest memory of money?*
Money Beliefs: How do you feel about money?(Excited, anxious, overwhelmed?) Reflect on your emotional relationship with money.*
Money Beliefs: Do you believe that your business can make the kind of money you desire?If not, why? What fears or doubts come up?*
Pricing & Value: How do you feel about the prices you charge for your products or services?Are you confident in your pricing, or do you worry about charging too much or too little?*
Pricing & Value: Have you ever avoided increasing your prices because you feared losing clients?If yes, what was holding you back from raising them?*
Income Goals & Deservingness: Do you have a clear revenue goal for the next 12 months? If yes, how do you feel about achieving it? (Excited, doubtful, uncertain?)*
Income Goals & Deservingness: Do you feel you deserve to make the income you want? If you feel resistance to answering this, dig deeper. What’s holding you back from believing you deserve financial success?*
Financial Habits & Confidence: Do you regularly check in on your financials (income, expenses, profit)? If not, what’s stopping you?*
Financial Habits & Confidence: Do you feel confident managing money in your business? (If not, what part of financial management feels overwhelming?)*
Investment & Growth: Are you comfortable investing in your business? Whether it's marketing, coaching, or team support, do you view it as necessary or scary?*
Investment & Growth: What’s one financial risk you’ve been afraid to take, and how could it positively impact your business?*
Reflection on Money Mindset: How does your current mindset around money impact the growth of your business?*
Reflection on Money Mindset: If you had a completely healthy relationship with money, how would your business be different?*

Section 10: Self-Care & Balance
How do you currently take care of your physical, mental, and emotional well-being?Examples: exercise, meditation, journaling, therapy, etc.*
On a scale of 1-10, how would you rate your current self-care routine?(1 = Nonexistent, 10 = I’m on top of it)
What are the top three things that drain your energy the most in your business?This could be tasks, interactions, or situations that leave you feeling drained.*
What practices or activities restore your energy and make you feel recharged?*
Do you regularly take breaks or vacations to recharge?If not, what’s stopping you from scheduling this time?*
What support do you need that you’re currently not getting?*
How well do you set and maintain boundaries between work and personal life?(Examples: setting work hours, saying no to non-aligned opportunities, etc.) BE HONEST*
Where do you need to improve in creating balance between your business and personal life?*
If you were operating at your best, what changes would you make to your current self-care routine?*
How do you think prioritizing self-care will impact the growth of your business?*

Final Thoughts + Feedback
How was filling out this form for you? What did you realize? How did you feel?
Should be Empty:

Get Clear, Get Growing

Section 1: Business Overview

Section 2: Product/Service Clarity

Section 3: Target Audience

Section 4: Marketing and Sales

Section 5: Finances

Section 6: Systems & Processes

Section 7: Support & Community

Section 8: Growth Opportunities

Section 9: Money Mindset & Financial Confidence

Section 10: Self-Care & Balance

Final Thoughts + Feedback