Operations Audit

Ten questions.
Three to five days.
Full clarity.

There are no wrong answers here. Write the way you think — in bullet points, full sentences, or stream of consciousness. The more honest you are about how things actually work (not how they should), the sharper the audit will be.

10 questions ~15 minutes to complete Delivered in 3–5 business days Delivered in writing

What do you do, and who do you work with?

Describe your business in plain language — your services, your clients, and roughly how long you've been operating.

What is your current average monthly revenue?

This helps me calibrate the scope and priorities of your audit.

Under €2,000 / month €2,000 – €5,000 / month €5,000 – €10,000 / month Over €10,000 / month Prefer not to say

How many hours per week do you spend on admin, emails, and operational tasks — not the actual client work?

Be honest. This includes onboarding, invoicing, follow-ups, scheduling, and anything that isn't billable.

Less than 5 hours 5 – 10 hours 10 – 15 hours More than 15 hours — honestly, I've stopped counting

Walk me through how you currently onboard a new client.

From the moment someone says yes — what happens next? Include every step, even the manual, messy, or embarrassing ones.

Which areas of your operations feel broken or slow right now?

Select everything that applies. These are the areas we'll prioritize.

Client onboarding Proposals & contracts Invoicing & payments Project management Client communication Scheduling & calendar Offboarding & follow-up Files & deliverables

What tools do you currently use to run your business?

List everything — even the ones you barely use or are embarrassed to admit. Gmail, WhatsApp, spreadsheets — all of it counts.

What tasks do you repeat manually every single week — that you wish just happened automatically?

Think about the things you do every Monday morning, or every time a new client comes in. What's the groundhog day of your business?

Have you tried to organise or fix your operations before? What happened?

Tell me about the Notion system that never got used, the automation that broke, or the VA you hired but couldn't delegate to. What got in the way?

If you could fix only one thing in your business this month, what would it be?

Don't overthink this. What's the thing that, if solved, would make everything else feel lighter?

Is there anything else about how you work that I should know before starting your audit?

Anything that doesn't fit the other questions — context, constraints, things you tried, things you're afraid of, or just how your business is different.

Where should I send your audit?

Your audit will arrive as a written document within 3–5 business days. No video call, no subscription — just the clarity you need.

Your name

Email address

Website or LinkedIn (optional)

Your answers are confidential. I'll reach out within 24h to confirm receipt
and send your audit within 3–5 business days.

✦

Your answers are on their way.

I'll confirm receipt within 24 hours and deliver your written audit within 3–5 business days — just clarity in your inbox.

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Ten questions. Three to five days. Full clarity.

Where should I send your audit?