Tell me about your business, the way you would on a call
Two to three minutes. You'll see five things to talk about while you record.
What you say stays with Stratadyne. If you mention clients or partners by name, those names are left out of anything written up, and they're never used for anything. Our privacy policy says the same. If we're lucky enough to have you as a customer, we'll go deeper into all of this when we give you more free time, new revenue streams, and a business that looks better in front of your customers.
If you only have a minute, do number 4, but the more you give the more you get.
Your businessWhat you do and where. How long you've been running. Who your clients are. Who works with you and what each person does.
Your numbers, roughlyNew inquiries a month. New clients a month. Files open right now. Past clients on file. Hours you work in a week. Rough is fine.
Your toolsThe software you live in: email, calendar, billing, your industry software, where client files are kept. Any AI tools you use. Who you're regulated by.
Your top three frustrations right nowThe things that eat your week or keep going wrong. Be specific: what, how often, how long.Or: if 30 new clients came next month, what would break first?
Ten hours backIf you got ten hours a week back, what would you do with them? Anything else we should know?
Type instead
Rough numbers are fine; we will refine them together in the session. Please do not include the names or personal details of your clients.