10-Minute Business Systems Audit

1
Name
First Name
Last Name
2
Email
example@example.com
Email Verified
The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification
••••
Didn't receive verification code?or
Receiving the email may take a few minutes, thank you for your patience!
3
SECTION 1

CLARITY & GOALS
4
I have clear weekly, monthly, and quarterly business goals
Yes
Somewhat
No
5
I know exactly how my daily tasks tie back to those goals
Yes
Somewhat
No
6
I can articulate my top 3 priorities at any given time
Yes
Somewhat
No
7
SECTION 2

TASK & PROJECTMANAGEMENT
8
I use a centralized place to track tasks and deadlines
Yes
Somewhat
No
9
Tasks rarely fall through the cracks
Yes
Somewhat
No
10
I have repeatable process for managing new projects from start to finish
Yes
Somewhat
No
11
SECTION 3

COMMUNICATIONS & CLIENT EXPERIENCE
12
My client onboarding process is documented and consistent
Yes
Somewhat
No
13
I use templates for emails, proposals, follow-ups, and FAQs
Yes
Somewhat
No
14
Clients know exactly what to expect and rarely need clarification
Yes
Somewhat
No
15
SECTION 4

FINANCIAL SYSTEMS
16
My invoicing process is automated or takes less than 5 minutes per invoice.
Yes
Somewhat
No
17
I track expenses regularly and know my current financial picture
Yes
Somewhat
No
18
I reconcile accounts on a schedule and don't fall behind
Yes
Somewhat
No
19
SECTION 5

TIME MANAGEMENT & WORKLOAD
20
I have designated "CEO Time" every week
Yes
Somewhat
No
21
I know how much time is spend on admin vs. revenue-generating work
Yes
Somewhat
No
22
I have boundaries or workflows that prevent overwhelm or burnout
Yes
Somewhat
No
23
SECTION 6

OPERATIONS & AUTOMATION
24
Repetitive tasks (scheduling, reminders, backups, posting, etc.) are automated
Yes
Somewhat
No
25
I have documented SOPs for all core processes
Yes
Somewhat
No
26
I could hand off certain tasks today and someone else could follow my instructions
Yes
Somewhat
No
27
SECTION 7

MAKRETING & VISIBILITY
28
I maintain a consistent posting and content workflow
Yes
Somewhat
No
29
My lead generation system is predictable and measurable
Yes
Somewhat
No
30
I repurpose content instead of creating everything from scratch
Yes
Somewhat
No
31
SECTION 8

DATA, FILES & INFORMATION MANAGEMENT
32
My digital files are organized and easy to find
Yes
Somewhat
No
33
Important documents (contracts, tax forms, templates) are stored securely
Yes
Somewhat
No
34
My password management system is safe and efficient
Yes
Somewhat
No
35
SECTION 9

Team, Contractors & Delegation
36
I know what tasks I should not be doing
Yes
Somewhat
No
37
My contractors have clear instructions, expectations, and deadlines
Yes
Somewhat
No
38
I review performance or progress on a regular schedule
Yes
Somewhat
No
39
SECTION 10

Growth & Scalability
40
My systems support growth without increasing chaos
Yes
Somewhat
No
41
I have metrics that help me make strategic decisions
Yes
Somewhat
No
42
I feel confident about scaling or outsourcing when needed
Yes
Somewhat
No
43
Total Score
Should be Empty: