Thank you for your interest in a Business Operations Review.
Please complete this questionnaire before our session so we can make the most of our time together.

First Name *

Last Name *

Phone *

Email *

Company Name *

Company Website *

Your Business

What is your business all about?

How many years have you been in business?

What are some of the key points in your business? How did you get started?

What current revenue streams do you have in place?

What do you do really well, as it relates to your business?

Who is your target market?

What would you say is the single most important thing that sets your business apart from the competition?

Your Session Focus

What specific issue do you most want to make progress on in our session?

What would you like to focus our time on?

What are your immediate priorities?

What are the top 3 to 5 projects you have planned for the next 6 months?

Where do you envision change or growth in your business in the coming five years?

What is your mission? What do you want your business to be and do?

Marketing and Growth

How do you currently find new clients or business?

What are the top strategies you use to build your business?

How often do you create content (blog, vlog, podcast, social media)?

Please provide links to all active social media platforms for your business.

Do you have an active community (such as a free Facebook group)?

Please list some influencers or experts in your industry that you follow or aspire to emulate.

Systems and Tools

What parts of your business have documented systems or processes?

What project management tools do you use?

Do you use a calendar or editorial system for organizing business promotions or events?

Which email marketing platform do you currently use? Are you happy with it?

What other tools do you currently use in your business?

What platform does your website live on?

Do you have a Facebook Pixel installed on your website?

Yes

I don't know

Do you have Google Analytics installed on your website?

Yes

I don't know

Your Team and Profile

Who do you currently have on your team?

What roles does your current team members manage?

Have you taken any personality assessments?

Please upload a copy of at least one assessment results (If you listed above).

Click to upload

Final Notes

Is there anything else you would like me to review before our session.

Extra space to include anything extra.

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By checking this box, I agree to receive marketing text messages from Task Owl at the phone number provided, including updates on new services, resources, and events. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out at any time. Consent is not a condition of purchase.