When a new inquiry arrives, what usually happens next?

A. I reply when I notice it, and some inquiries get missed.

B. I usually reply, but timing depends on how busy I am.

C. I have a usual response process, though I still need to check it manually.

D. There is a clear response process and someone responsible for making sure it happens.

How do you keep track of people who have not decided yet?

A. Mostly through memory or searching old messages.

B. I keep some notes, but next steps are not always clear.

C. I use a tracker or CRM, though some follow-up dates are missing.

D. Each active conversation has a clear next step, date, and owner.

Once someone becomes a client, how do they know what to do next?

A. I work it out and explain the next steps each time.

B. I have some welcome information, but I regularly need to fill in the gaps.

C. Most clients follow a clear welcome process, with occasional extra guidance.

D. The welcome process clearly explains their next steps, timing, and where to ask for help.

How do you know a new client is ready for delivery or their first appointment?

A. I check several places and piece the details together.

B. I have a rough checklist, but I sometimes discover missing information late.

C. I use a consistent readiness checklist, though a few handoffs still need chasing.

D. Required steps are checked in one agreed place, with an owner for anything missing.

Where do the next actions for your active work live?

A. Across messages, notes, and my head.

B. Mostly in one place, but priorities and dates often need sorting out.

C. In a shared or personal work list, with most priorities and dates clear.

D. In one main work list, with clear priorities, dates, and responsibility.

When the same task comes around again, how do you handle it?

A. I figure out the steps again each time.

B. I use a few notes or old examples, but the process varies.

C. I follow a repeatable checklist, with a few unclear steps.

D. I follow a clear, current process and know what counts as finished.

How often do you copy the same information between your tools?

A. Frequently, and it leads to confusion or mistakes.

B. Regularly, and it takes attention to keep records aligned.

C. Only in a few places, with checks to keep the records consistent.

D. Rarely; there is a clear main record and reliable ways to update what is needed.

When a reminder, automation, or tool connection needs checking, what happens?

A. I often find out through a missed step or a client asking.

B. I check when I remember, or when something looks wrong.

C. I have a regular check, but exceptions still need clearer ownership.

D. There is an owner and a clear check for exceptions, or my simple manual process is reliably checked.

How ready are your recurring tasks for someone else to follow?

A. Most of the instructions live in my head.

B. Some steps are written down, but someone would still need frequent explanations.

C. Most steps are documented, with a few gaps in access, decisions, or exceptions.

D. The key steps, access needs, decisions, and exceptions are clear, even if I currently work solo.

How clear is who handles the next step and when to ask you for a decision?

A. That usually gets worked out as things happen.

B. I have a general idea, but responsibilities or decision boundaries overlap.

C. Most responsibilities are clear, with a few decisions still coming back to me.

D. The owner and decision boundaries are clear, whether I work solo or with support.

If you stepped away for one working day, what would happen to routine work?

A. Most routine work would pause or need me to keep checking in.

B. Some work would continue, but I would expect questions or missed steps.

C. Most routine work would continue, with a few things waiting for me.

D. Routine work could continue, or be deliberately paused, with clear coverage and client expectations.

How much of your working week goes into remembering, checking, and chasing?

A. It regularly takes attention away from the work I want to focus on.

B. It takes a noticeable amount of time, and I often feel pulled back into details.

C. It is manageable most weeks, with a few recurring things I want to improve.

D. Routine checks are contained, and I can usually focus or step away as planned.

Which best describes your business right now?

A. I am preparing to launch or have not signed my first paying client.

B. I have paying clients, but the work is still occasional.

C. I have recurring clients or regular service delivery.

D. I have regular clients and a team or contractors helping deliver the work.

What kind of help would feel useful right now?

A. I want to use the workbook and work through it myself.

B. I am exploring support for the next few months.

C. I would like to discuss hands-on help within the next 30 days.

D. I need help with a specific issue soon.