Start for Change: What would make your business easier to run?

Imagine running your business with greater clarity, fewer missed opportunities and systems that support you. This short assessment will help identify what is slowing you down and what could make your business easier to run.

Estimated completion time: 10–15 minutes

Let’s Start with Your Business

Which of these are part of your business?

Select all that apply.

How many people currently work in the business?
How many locations do you operate?

How Customers Find You

Where do most new customers currently come from?

Select every source that applies, beginning with the source that brings you the most new customers.

When someone is interested in working with you, what do they usually do first?

Select every method your customers use, beginning with the one they use most.

Do you currently have one place where all new leads and customer information are stored?

When Someone Inquires

How quickly do you typically respond to a new inquiry?
If someone does not respond after your first contact, what happens next?
How do you currently keep track of who needs follow-up?

Select every method you use, beginning with the one you rely on most.

Your Sales Process

Which of these are normally part of becoming a customer?

Select each step that applies in the order it normally happens.

Do you have multiple services, team members, locations, or appointment types that follow different processes?

Scheduling & Payments

Do customers schedule appointments with you or your team?
How are appointments currently scheduled?

Select every method you use, beginning with the one used most often.

How do customers currently pay you?

Select every payment method you accept, beginning with the one customers use most.

Welcoming New Customers

Which of these do new customers typically need?

Select everything that applies in the order it is typically provided.

After the Work Is Complete

What currently happens after you finish working with a customer?

Select everything that normally happens in the order it usually occurs.

Is repeat or recurring business important to your company?

Your Current Systems

Which tools are you currently using?

Marketing & Growth

Which of these are currently part of your business or something you would like to add?
Do you currently have an email list?
Do you sell or plan to sell anything online without a consultation first?

Where You Need the Most Help

Which problems are you currently experiencing?

Select every problem that applies, beginning with the one that would make the biggest difference to solve.

Getting Ready to Implement

Who would be responsible for making sure your CRM or business system is actually used?
How comfortable are you with changing an existing process if there is a simpler or more effective way to handle it?
Which best describes what you need right now?

Final Thoughts

Review Your Answers

Please review your answers. Choose Edit beside any section to make a change; Save changes will return you directly here.

Thank you! Your assessment has been received.

Thank you for taking the time to share what is happening behind the scenes in your business. Your responses will help in identifying practical ways to improve organization, reduce extra work, and make day-to-day operations easier to manage.

A confirmation has been sent to your email. You’ll hear from us soon with the next step.