Is Your Business Ready To Grow?

Find out how to streamline, automate, and finally get the crystal-clear roadmap you’ve been missing.

1. How do you currently organize your tasks and ideas?

A

Sticky notes, random docs, and maybe some scribbles in a planner—wherever I can fit them

B

A few spreadsheets or apps, though it’s kinda scattered

C

I’ve tried some project management tools; I keep things fairly tidy but still miss features I need

D

I have a consistent system—maybe multiple apps—but I’d like to see if there’s something even better

2. When you wake up on Monday morning, how do you figure out your priorities?

A

I’m honestly winging it—I might check a million places to see what’s urgent.

B

I have a rough checklist or to-do app, but it’s not always up to date

C

I review a weekly plan I created, so I have a pretty good idea of my top tasks

D

I have a clear overview in place and a routine for planning; I just open my preferred tool and dive in

3. What’s your biggest challenge in staying organized as a solopreneur?

A

I forget about tasks or ideas because they’re written in random places

B

I can’t easily find what I need or see the big picture—too many folders or tools

C

I wish my workflows were more automated; I waste time repeating steps

D

I have a system, but I’d love a more unified or advanced approach that can scale

4. How do you keep track of important information (like client notes, project details, or ideas)?

A

My phone notes, random Google Docs, or scribbles in a journal—no real structure

B

A single folder or basic spreadsheet, but it’s getting messy

C

I use a project management or note-taking tool and try to keep it organized

D

I have a central “hub” with categories or tags; searching is usually straightforward

5. If you think about “automating” part of your workflow, what’s your reaction?

A

Sounds amazing, but I have no clue where to even start

B

I’ve dabbled in it but I’m not sure what’s worth automating or how to connect all the dots

C

I have a few automated processes (like recurring tasks), and it helps, but I want more

D

I’m confident in automation—I use a few tools for it—but I’m open to making it even more efficient

6. You need to map out a new project. What do you do?

A

I might open a new doc or just jot it down on paper—there’s no formal plan

B

I’ll create a rough checklist or outline in a doc/spreadsheet

C

I have a template or basic structure for new projects, but it’s not perfect

D

I have a clear project-setup process with steps and tasks ready to be assigned—just me, but it’s consistent

7. How do you handle recurring tasks (like weekly social media posts or monthly bookkeeping)?

A

I rely on memory or scattered reminders—sometimes I forget

B

I usually copy old checklists or templates, but it’s manual

C

I have recurring tasks set up in a tool, though I still tweak them each time

D

They run like clockwork—my system reminds me, or even automates parts of the process

8. Describe your ideal organizational tool (even if you’ve never found it):

A

It’s simple, all-in-one, and keeps me from losing track of tasks or ideas

B

It lets me categorize everything so I can find what I need without hunting

C

It lets me set up workflows or templates so I’m not reinventing the wheel

D

It’s robust, with integrations and automations that talk to each other seamlessly

9. What happens when something urgent pops up unexpectedly in your business?

A

I drop everything and scramble—my system doesn’t handle curveballs well

B

I make room by rearranging tasks; it’s not perfect, but I manage

C

I plug it into my project management tool, assign priority, and move forward

D

I quickly slot it into my existing flow, and my daily plan adjusts accordingly—it’s mostly frictionless

10. Imagine your business in 6-12 months. How do you want your day-to-day systems to look?

A

I just want to stop feeling so scattered

B

I want a better overall structure so I spend less time searching for info

C

I want smooth, automated workflows so I can focus on growth and creativity

D

I want a highly optimized, integrated system that scales with minimal tweaks

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