Ten minutes, before we meet.

Rough numbers are fine; we will refine them together in the session. Please do not include the names or personal details of your clients.

Your business

1 Your name and business name*

2 Best email and phone for you*

3 What does your business do, and where?

4 How long has it been running?

5 Who are your clients: consumers, businesses, or both? Describe a typical one.

6 Who works in the business, including contractors and assistants, and what does each person do?

Your numbers (rough is fine)

7 New inquiries in a typical month

8 New clients in a typical month

9 Active clients or files right now

10 Past clients on file, roughly

11 Hours you personally work in a typical week

Your tools

12 Which of these do you use? Tick all that apply.

Email (Gmail, Outlook or other) Calendar Phone or texting app Accounting or billing software Practice or industry-specific software Forms or surveys E-signature File storage (Dropbox, Drive, OneDrive or other) Spreadsheets Social media scheduling Other

13 Name the software behind each tick, especially your accounting and industry-specific tools.

14 Do you use a CRM? If not, how do you keep track of clients and their contact details?

15 Which AI tools do you use today, and for what? Does any client information go into them?

16 Where does client information live (paper, email, shared drive, CRM), and who can access it?

Rules and frustrations

17 Which regulators or licensing bodies do you answer to?

18 Your top three business frustrations right now

19 If you got ten hours a week back, what would you do with them?

20 Anything else you want us to know before the session? (optional)

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STRATADYNE ADVISORY / TIME, RECOVERED.