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Begin Bravely, The What To Do First Assessment

Welcome! Let’s figure out what matters first.

This short assessment will help you identify the first three things to improve in your business: what to focus on now, what to do next, and what can wait.

If AI or automation can help, we’ll show you where. If it’s not the right next step yet, we’ll tell you that too.

There are no good or bad answers. Choose what feels most true for your business right now.

Do you have notes, tasks, ideas, reminders, or things you’re trying to remember scattered across different places?

Example: sticky notes on your desk, ideas in your phone, tasks in email, and another list in a notebook.
A
B
C
D
E

When you need a file, document, template, prompt, or resource, can you usually find it quickly?

Example: a photographer looking for a contract template, a virtual assistant trying to find a client checklist, or a maker searching for the latest pricing sheet.
A
B
C
D
E

Do you know what tools, subscriptions, courses, trainings, memberships, and resources you currently own or pay for?

Example: AI subscriptions, Canva, email software, a course membership, template libraries, coaching programs, or PLR you bought months ago.
A
B
C
D
E

Do you know what each of those tools, trainings, or resources is supposed to help you do in your business?

Example: you bought a scheduling tool, a prompt library, and a funnel course, but you’re not sure which one actually helps with your current priority.
A
B
C
D
E

Are you paying for tools, trainings, memberships, or subscriptions you rarely use?

Example: a monthly software plan you forgot about, a membership you haven’t opened in six months, or a training platform you keep meaning to finish.
A
B
C
D
E