OBM Business Audit – w h i t e s p a c e

Welcome!

Please fill out the questionnaire below so I can have a deeper understanding of your current business operations and where I can support you!

Audit

Your name *

How many clients do you currently work with? What do you do for them and how long have you been working together?

What do you like about each of your clients? What works?

What feels challenging with each of your clients? What isn't working or what do you wish was different?

Are you looking for more clients/work? Why or why not? If applicable, what type of client are you looking for?

What services/packages do you currently offer? How are your offers structured? List prices + what's included for each.

What works well / feels good about your current offers/pricing?

What doesn't work well? What do you wish was different?

Do you outsource or work with a team?

No, I am the primary/only person who executes

I have team members who work for me on a regular basis

I work with subcontractors on an as-needed basis

My clients have other team members who I manage

OtherOther

Please list each team member or contractor that you work with + their responsibilities

What's working well with team-related aspects right now?

What's not working so well?

How are tasks and responsibilities delegated? What works // doesn't about the current process?

How does the team communicate with you, with the client(s), and with each other? What works // doesn't about the current process?

Do you have SOPs outlined for yourself // clients? How are they organized? Please include a link or example if possible.

Where do you feel you need more support when it comes to systems and processes (in your business or in your clients')?

What are the top areas where you would like support? What feels like the top priority right now?

What are your goals for the next 3 months?

Anything else you'd like to add?

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