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Business Bottleneck Audit
Answer honestly. There are no wrong answers. This audit helps you see what's actually creating friction in your business so you can fix the right thing first.
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1%
How do you feel about your business on most days?
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Energized and clear about what to do next
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Add RecommendationAdd TagsView All Assigned TagsCapable but constantly juggling too many things at once
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Add RecommendationAdd TagsView All Assigned TagsUncertain about where to focus my energy
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Add RecommendationAdd TagsView All Assigned TagsExhausted and running on fumes
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When a new client signs up, what happens next?
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I manually send them everything they need (and sometimes forget steps)
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Add RecommendationAdd TagsView All Assigned TagsThey move smoothly through a clear onboarding process
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Add RecommendationAdd TagsView All Assigned TagsIt varies depending on how busy I am
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Add RecommendationAdd TagsView All Assigned TagsI scramble to get them started because I don't have a system yet
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How consistent is your marketing (emails, content, visibility)?
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Inconsistent. Marketing only happens when I have extra time or energy.
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Add RecommendationAdd TagsView All Assigned TagsBarely happening. I know I should be doing it, but I can't keep up.
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Add RecommendationAdd TagsView All Assigned TagsSomewhat consistent, but it takes a lot of effort and mental energy.
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Add RecommendationAdd TagsView All Assigned TagsVery consistent. I have a system that keeps me visible even when I'm busy.
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Where do you store important business information (client notes, passwords, processes, templates)?
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I mostly rely on memory and hope I don't forget anything important
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Add RecommendationAdd TagsView All Assigned TagsIt's scattered (email, Google Drive, sticky notes, my brain)
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Add RecommendationAdd TagsView All Assigned TagsIt's spread across a few tools, but I can usually find what I need
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Add RecommendationAdd TagsView All Assigned TagsEverything is organizedd in one central place I can access easily
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How often do you feel like you're the bottleneck in your own business?
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Rarely. I've delegated or automated most things that don't need me.
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Add RecommendationAdd TagsView All Assigned TagsSometimes. There are a few tasks only I can do, but it's manageable.
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Add RecommendationAdd TagsView All Assigned TagsConstantly. If I'm not doing it, it's not getting done.
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Add RecommendationAdd TagsView All Assigned TagsOften. Most things require my direct involvement or approval.
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I plan at the start of the week but often get pulled into urgent tasks
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Add RecommendationAdd TagsView All Assigned TagsI have a structured planning rhythm and stick to my priorities
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Add RecommendationAdd TagsView All Assigned TagsI wing it based on what feels most urgent each day
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Add RecommendationAdd TagsView All Assigned TagsI don't really plan. I just respond to whatever comes up.
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When something needs to be done in your business, what's your first thought?
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"This is overwhelming. I don't even know where to start."
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Add RecommendationAdd TagsView All Assigned Tags"I should delegate this... but I don't know how or to whom."
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Add RecommendationAdd TagsView All Assigned Tags"I'll do it myself. It's faster that way."
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Add RecommendationAdd TagsView All Assigned Tags"Who can handle this?" or "Is there a system for this?"
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When I consider the future of my business I think it's...
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Chaotic and reactive. I'm constantly putting out fires.
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Add RecommendationAdd TagsView All Assigned TagsFunctional but it's a lot of effort. It works, but it takes a lot out of me.
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Add RecommendationAdd TagsView All Assigned TagsSustainable and supportive. I feel like a CEO, not an assistant.
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Add RecommendationAdd TagsView All Assigned TagsUnsustainable. I can't keep going like this much longer.
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Your Result Type is Executive Rhythm System
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Your Result Type is Client Journey System
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Your Result Type is Operations System
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