15-Minute Business Health Check

Running a client-based business means juggling a lot and it's easy for things to slip through the cracks.

This quick health check will help you identify exactly where your operations might be costing you time, money, or the trust you've built with your clients.

In about 15 minutes, you'll get an honest look at your:

- Payment tracking systems

- Client onboarding & contract management

- Communication tracking

- Document organisation

You'll receive your personalised results straight away, so you can see clearly what's working and what might need some attention.

What's your name?

How do you currently track client payments and know who has/hasn't paid?

A

I have a dedicated system that tracks payments, due dates, and sends reminders

B

I use a mix of methods - spreadsheets, emails, calendar reminders

C

I mostly rely on memory and checking my bank account

D

Honestly, payments often surprise me or slip through the cracks

What happens when a payment fails or a client is late paying?

A

I have an automated system that alerts me and follows up

B

I notice eventually and reach out manually

C

I often don't realise until I check my bank or the client mentions it

D

Late payments catch me by surprise regularly

How easily can you see your expected income for the next 3 months?

A

I can see it instantly in my tracking system

B

I'd need to piece it together from contracts/calendars

C

I'd have to really dig through emails and memory

D

I have no clear picture of upcoming income

How do you manage client onboarding and track when contracts/agreements end?

A

I have a clear onboarding process and a system that tracks contract end dates

B

I have some onboarding steps, but tracking end dates is hit or miss

C

Onboarding is different every time, and I don't track end dates systematically

D

What's an onboarding process? And I've definitely been caught off guard by contracts ending

How do new clients experience working with you in the first week?

A

They receive a welcome pack, clear next steps, and know exactly what to expect

B

I send them some information, but it varies by client

C

We usually figure it out as we go along

D

I've had clients seem confused about what happens next

How do you handle contract renewals or follow-ups when a client's package ends?

A

I'm reminded in advance and reach out proactively before contracts end

B

I sometimes remember to follow up, but it's not consistent

C

I usually only think about it when the client mentions it or it's already ended

D

I've lost clients because I didn't follow up when their contract ended

How do you keep track of conversations and what you've discussed with each client?

A

I have a system (CRM, notes system, etc.) where I log key conversations and action points

B

I keep some notes but they're scattered across emails, notebooks, or different apps

C

I mostly remember things, but sometimes forget what I've told to whom

D

I regularly mix up conversations or forget important details clients have told me

When a client asks 'What did we decide about X?' how quickly can you find the answer?

A

Within seconds - I know exactly where to look

B

Within a few minutes of searching emails or notes

C

I have to really dig and might not find it

D

I often have to say 'Can you remind me?'

How quickly can you find important client documents (contracts, invoices, project files)?

A

I have an organised filing system - I can find any document in under a minute

B

I can usually find things, but it takes some searching through folders/emails

C

Finding documents takes ages - I search through multiple places and hope for the best

D

I've definitely lost important documents or had to ask clients to resend things

What would happen if you needed to hand over a client to someone else tomorrow?

A

All their info is organised in one place - easy handover

B

I could gather everything, but it would take some time

C

It would be messy - info is all over the place

D

Honestly, a lot of information only exists in my head