Thank you for taking the time to complete this questionnaire.
This information will help me gain a clear understanding of how your business currently operates, including your enquiry process, client management, systems, workflows and administrative structure.
The purpose of this audit is to identify opportunities to simplify and strengthen the operational side of your business, so that your systems better support the incredible work you’re already doing for your clients.
Some questions may feel detailed, however please answer as best you can - there are no right or wrong answers. This process simply helps me understand what is currently in place, what may be missing, and where we can create better structure and efficiency.
This questionnaire should take approximately 15–20 minutes to complete.
Once submitted, I will review your responses as part of the Business Systems Audit (Phase 1) before we begin mapping your workflows and systems.