Pick the priority that would make the biggest difference this quarter — then how work actually runs.
Why that one?
If you could only fix ONE thing in the next 90 days, what would it be? *
Your magic-wand answer is the headline of the assessment.
Walk us through a typical busy day *
Doesn’t need to be perfect. Morning → midday → end of day is fine.
Even a rough day outline helps.
What’s your most repeated weekly task? *
What keeps coming back every week?
Roughly how many hours/week does that task take (you + team)? *
Select…
<2
2–5
6–10
11–20
20+
Ballpark hours please.
Where do things tend to stall or slip through the cracks? *
e.g. Quotes sit in drafts, leads go cold, invoices chase late, field handovers get messy.
Where does work get stuck?
What tasks do you personally dread?
These numbers stay confidential. Ballparks are enough — we use them to size opportunity, not judge the business.
Hours/week on work that shouldn’t need you *
Select…
<5
5–10
11–20
21–30
30+
Rough hours please.
Value of one hour of your time *
Select…
Prefer not to say
£25–50
£50–100
£100–200
£200+
Ballpark is fine.
Any obvious money leaks you already know about?
Approximate monthly revenue (optional, confidential)
Prefer not to say
Under £10k
£10–25k
£25–50k
£50–100k
£100k+
Which of those feel clunky or half-used?
What worked / what didn’t?
Any tools you pay for but barely use?
Who else would need to be happy for a change to stick?
Last page — goals, constraints, and logistics for the call.
What does a “win” look like 90 days from now? *
Paint the win in plain language.
Anything off-limits?
Anything else we should know before we speak?
How did you hear about us?
Select…
Referral
LinkedIn
Meetup
Google
Existing contact
Other
Thanks — this gives us a proper head start. We’ll come to the call with specific questions about your bottlenecks, not a generic pitch.