Question 1 of 10 — Email & Communication

If you didn’t check your email for 3 days, what would happen?

• Nothing critical — my team handles it and I’d catch up easily
• Some things would slip but nothing catastrophic
• Important things would be missed and clients would notice
• Everything would grind to a halt — I am the inbox

Question 2 of 10 — Client Onboarding

When a new client signs, what happens next?

• An automated system walks them through everything — I’m barely involved
• I have a process but I personally execute most of it
• I figure it out case by case — it’s different every time
• I do everything manually and it’s honestly a scramble

Question 3 of 10 — Content & Marketing

How does your marketing work when you’re not actively working on it?

• Scheduled content goes out, leads come in, it runs on its own
• Some automation in place but I’m still heavily involved
• It mostly stops when I stop — I have to push everything manually
• What marketing? I rely on referrals and word of mouth

Question 4 of 10 — Follow-Up

What happens to a lead who doesn’t buy immediately?

• They enter an automated nurture sequence and hear from me on a schedule
• I try to follow up but I’m inconsistent — it depends on my bandwidth
• I mean to follow up but most of them fall through the cracks
• If they don’t buy right away, I basically lose them

Question 5 of 10 — Scheduling & Calendar

How do people book time with you?

• Fully automated — they pick a slot, get a confirmation, get reminders. I do nothing.
• I have a booking link but still manually confirm or communicate details
• It’s mostly back-and-forth email or DMs to find a time
• I manage my calendar entirely manually

Question 6 of 10 — Reporting & Visibility

Do you know — right now, without looking — how your business is performing this month?

• Yes — I have a dashboard that shows me the key numbers at a glance
• I could find out but I’d need to pull from a few different places
• Honestly, not really — I work by feel more than by data
• No idea. I’m too busy doing the work to track how it’s going

Question 7 of 10 — Team & Delegation

If you needed to hand something off today, what would that look like?

• We have documented SOPs — someone could pick it up immediately
• I could explain it but it would take a while — most of the process is in my head
• Delegation is hard because I don’t have time to train someone
• I don’t really have a team and I can’t afford to bring one in yet

Question 8 of 10 — Proposals & Contracts

What happens between “I’m interested” and “I’m a client”?

• Automated — proposal generated, contract sent, payment link triggered
• I have templates but I manually assemble and send everything
• Every proposal is written from scratch — it takes me hours
• I do this all manually and inconsistently — it’s one of my biggest time drains

Question 9 of 10 — Time Recovery

On a typical week, how many hours do you spend on tasks you know you shouldn’t be doing?

• Under 2 hours — most of that work has been automated or delegated
• 3–5 hours — I know the problem but haven’t fixed it yet
• 6–10 hours — it’s a significant drain and I feel it
• More than 10 hours — honestly, it might be most of my week

Question 10 of 10 — The Honest Question

If someone offered to completely systematize and automate your business operations — and you knew it would actually work — what’s your honest gut reaction?

• I’d say yes immediately — I’ve been waiting for exactly this
• I’d be interested but nervous — I’ve tried to fix this before and it didn’t stick
• I’d want to believe it but I’m skeptical — my business is complicated
• I’d probably overthink it and not act — I’m aware this is a problem