Full Name
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Email
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Role/title
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Business/Company Name
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Industry
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Team size
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1-2 people
3-5 people
6+ people
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Is your business primarily…
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Client-facing
Team/operations-focused
Both
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What do you offer?
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What tools are currently in use?
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How are you currently tracking leads, clients, and internal tasks/projects?
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Where does communication happen?
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Do you have any automations in place?
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Yes
No
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Briefly describe the automations you have in place.
What parts of your business currently need systems support?
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Check all that apply:
Coaching (1:1 or group)
Courses or Digital Products
Membership or Subscriptions
Lead Capture / Inquiry Management
Client Onboarding
Team/VA Onboarding
Contracts & Proposals
Invoicing & Payment
Scheduling
Email Marketing
Community
Client Portal
Project/Task Management
Analytics & Reporting
Other (please specify below)
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Kindly list any other areas of your business that need systems support.
Have any documents you’d like me to review? (Optional)
Upload any relevant SOPs, workflows, onboarding checklists, or internal process docs.
Want to share links to internal docs? (Optional)
Paste any Notion, Google Drive, or other system links you think would be helpful.
What’s not working right now?
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What tasks or workflows are repetitive, time-consuming, or inconsistent?
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Where are things falling through the cracks?
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Do you have a VA or team member who manages systems now?
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Yes
No
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Tell me a bit about your what your VA or team member does.
What would an ideal support system look like for you?
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What would success look like after this systems audit or build?
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