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Business Diagnostic & Efficiency Audit
A scored operations audit for small businesses that sorts each lead into a profile
lead-generation · 14 fieldsYour name or business name
Acme Studio
Email*
How many people are on your team?*
Just me
2–5 people
6–10 people
11+ people
What best describes your business or role?
Studio owner, consultant, service business…
What are your main weekly activities?
Sales calls, client delivery, admin, team management…
Which tasks consume the most time right now?
Follow-up, inbox, reporting, scheduling, manual updates…
How many hours per week do you spend on tasks someone else could do?*
Less than 5 hours
5–20 hours
More than 20 hours
If you stepped away for two weeks, what would happen?*
The team could keep things moving
Some work would slow down
Most work would stop or pile up
How documented are your recurring processes?*
Clear written SOPs exist
Some notes or partial checklists
Mostly in my head
How consistent is your lead follow-up and sales process?*
Clear process with consistent follow-up
Mostly manual but usually handled
Leads often slip through the cracks
Where does client information live?*
One clear CRM/source of truth
A mix of spreadsheets, inboxes, and tools
Scattered and hard to trust
How many tools do you switch between to complete daily work?*
1–3 connected tools
4–7 tools
8+ tools or lots of duplicated entry
How much time do you lose each week switching tools or re-entering data?*
Less than 1 hour
1–5 hours
More than 5 hours
How ready are your workflows for automation?*
Processes are clear and repeatable
Some workflows are repeatable
Work changes constantly and is undocumented