Page 1 of 2
Workflow Performance Audit
$39.99 with Free Product Delivery Demo and Free Consultation with Dedicated Expert
Select from: Operations Manager, Management Consultant, Business Analyst, Data Analyst, Project Manager
Full Name
*
Email Address
*
Phone Number
*
Company Name
*
Job Title
*
Company website / LinkedIn
*
Team Size
*
How many years has your company been in operation?
*
Describe the services you offer?
*
Could you tell us about some desired outcomes you expect for your team in the next year?
*
Would you like more information on the qualifications to join our referral network?
*
A
Yes
B
No
Business Snapshot
What do you sell (products/services)? List your top 1-3 offers.
Example: "SMMA retainers for dentists, $2K/month lead gen service, one-time ad setup offer"
*
What is your average monthly revenue (last 3 months), and what range does it fluctuate between?
Example: "$42K avg, fluctuates $35K-$55K depending on client churn/new sales"
*
How many active clients/customers do you serve at one time (or per month)?
Example: "12 active clients at any time / ~18 per month total"
*
Team: How many people are involved in delivery and operations? Include roles (employees + contractors).
Example: "1 founder, 2 contractors (media buyer + designer), 1 VA handling admin"
*
What does success look like in the next 90 days (1-3 targets)?
Example: "Double clients without increasing workload, reduce onboarding to 2 days, hit $60K/month"
*
Revenue Leakage + System Health
Where do leads come from? List channels and identify the primary source.
Example: "Instagram DMs (primary), referrals, cold email outreach"
*
Approximately how many inbound leads do you get per month?
Example: "80 inbound leads/month across all channels"
*
Approximately what percentage convert to paying customers?
Example: "10-15% convert to paid clients"
*
What is your typical response time to new leads?
Example: "Usually same day, sometimes next day if busy"
*
What follow-up process do you use for leads who don't book immediately?
Example: "2-3 follow-ups over 5-7 days via WhatsApp/email, then dropped"
*
Where do you track leads today (tool + method)? What breaks about it?
Example: "Google Sheets + WhatsApp; leads get lost, no status visibility, duplicates happen"
*
Current
*
Current Workflow Map (Traceability + Bottlenecks)
In 8-15 steps, describe what happens from lead -> paid -> delivered -> follow-up.
Example: "1. Lead DM comes in -> 2. VA logs in sheet -> 3. Founder replies -> 4. Call booked..."
*
For each step above, who owns it and what tools are used?
Example: "Step 1 handled by VA in Instagram; Step 2 in Sheets; Step 3 founder in Gmail..."
*
*
Time, Workload, and Throughput (System Health + Bottlenecks + Capacity Risk)
Roughly how many hours per week are spent on admin/coordination?
Example: "10-15 hrs/week in Slack, scheduling, internal follow-ups"
*
Roughly how many hours per week are spent on delivery/production?
Example: "20-25 hours/week fulfilling client work"
*
Roughly how many hours per week are spent on sales/follow-up?
Example: "15 hours/week replying to leads and closing calls"
*
Which 3 activities consume the most time each week?
Example: "Client reporting, onboarding setup, replying to leads"
*
Where do tasks pile up or wait the longest?
Example: "Onboarding approvals, content review, invoice follow-ups"
*
*
Errors, Rework, and Quality Issues (System Health + Leakage)
What errors happen repeatedly?
Example: "Missed follow-ups, wrong file versions, delayed reports, invoice mistakes"
*
How often do these issues happen and what do they cost you?
Example: "2-3x/week, causes ~5-10 hrs rework + occasional lost deals"
*
Where do customers complain or churn most often, and why?
Example: "Slow onboarding, inconsistent reporting, unclear communication"
*
Scheduling + Handoffs (Bottlenecks + Automation Opportunities)
How is scheduling handled today (tools + process)?
Example: "Calendly for calls, but WhatsApp for reschedules manually"
*
How often do conflicts, no-shows, or reschedules happen?
Example: "~3-5 per week depending on client load"
*
What are the most common handoffs, and what breaks during them?
Example: "Sales -> Onboarding (info missing), VA -> Contractor (unclear briefs)"
*
*
Billing, Invoicing, and Collections (Revenue Leakage)
How do you price your services, and what is your average order value?
Example: "$2K/month retainer, $500-$1K setup fees"
*
How is invoicing done, and when is it sent?
Example: "Manually via Stripe/email after onboarding or first delivery"
*
What percentage of invoices are late or require follow-up?
Example: "~20-30% require reminders, delays of 5-10 days"
*
Is there any revenue you believe you should be earning but aren't?
Example: "~$5K-$10K lost from churn + missed follow-ups"
*
Tools + System of Record (System Fragmentation + Automation Opportunities)
List all tools used across your workflow.
Example: "Slack, Google Sheets, Notion, Gmail, Stripe, Calendly, Drive"
List all tools used across your workflow.
Example: "Slack, Google Sheets, Notion, Gmail, Stripe, Calendly, Drive"
*
What is your source of truth today?
Example: "No real single source - Sheets is closest but incomplete"
*
Where do you check the status of a lead?
Example: "Sheets tab 'Leads'"
*
Where do you check the status of an active job?
Example: "Slack + Notion mixed"
*
Where do you check weekly tasks?
Example: "Asana but not fully updated"
*
Where do you check payments?
Example: "Stripe dashboard manually checked"
*
A
Dependencies + Risk (Scale Risk / Capacity Alerts)
Who are the single points of failure?
Example: "Founder approves all clients, VA manages all admin
*
What happens if that person is unavailable for 7 days?
Example: "No new clients onboarded, delivery stalls, follow-ups stop"
*
What breaks first if volume doubles in the next 60 days?
Example: "Onboarding queue, lead response time, reporting quality"
*
*
Automation Readiness (Top Automation Opportunities)
Which steps are repetitive and rule-based?
Example: "Lead logging, onboarding checklist, reporting, follow-ups"
*
What automations have you tried before, and what failed?
Example: "Zapier tried but broke due to messy Sheets structure"
*
Are there any constraints that limit changes?
Example: "Must use Slack, no expensive tools, client prefers email reports"
*
Select a Dedicated Expert you would like to consult with after your demo + consultation with us. Note your selection is final and changes will incur additional fees. (Your dedicated expert is typically assigned within 3–5 days after your initial meeting with us.)
*
A
Operations Manage
B
Project Manager
C
Business Analyst
D
Data Analyst
E
Management Consultant
What are you hoping to gain from either of the consultations?
*
Submit
