About You Quick context Three fast dropdowns — just enough context to make your answers useful.
Industry* Select your industry Restaurant / Food & Beverage E-commerce / Online Store Automotive / Car Club Health & Wellness Professional Services Community Organization / Nonprofit Retail (brick & mortar) Creative / Freelance Other
Years in business* How long? Less than 1 year 1–3 years 3–5 years 5–10 years 10+ years
Team size* Including you Just me 2–3 people 4–10 people 11–25 people 25+ people
01
Operations How work actually moves through your business day-to-day.
Order workflow* When an order comes in, how many places do you have to touch before it ships — and which step do you dread the most?
When things fall through Have you ever missed an order, sent the wrong item, or had something fall through the cracks? Walk me through what happened.
Remote awareness When you're away from your computer, how do you know if something urgent needs your attention?
Current tools What are you using today to manage operations? (e.g. Shopify, spreadsheets, notes app, pen and paper, nothing)
02
Money Visibility into what you're making and where it's going.
Weekly financial clarity* At the end of the week, do you actually know if you made money — or does that only become clear at the end of the month?
Revenue leaks Where does revenue disappear that you can't fully explain? (Refunds, fees, lost inventory, discount overuse, etc.)
05
Big Picture Where you want to go and what's in the way.
One thing to eliminate* If you could eliminate one daily task that currently eats your time, what would it be?
Two-year vision What does your business look like in two years — and what's the one thing standing between here and there?
Rate your current digital tools Overall, how well do your current tools actually serve your business?
1 2 3 4 5 6 7 8 9 10 1 = terrible · 10 = love it