The 2-Minute Business Bottleneck Finder

Running a business can feel like you're constantly juggling. But are you busy being productive, or just busy being busy? This quick 7-question scorecard will give you instant clarity on your business's automation and efficiency, and pinpoint the #1 bottleneck holding you back from scaling.

1. When a potential client fills out the contact form on your website, what happens next? *

I get an email and try to reply within a day or two when I get a spare moment.

I get a notification and manually follow up as soon as I can, usually within a few hours.

They are instantly and automatically added to my system, and a follow-up sequence begins.

2. How do you currently manage all your client conversations (email, SMS, social media DMs, etc.)? *

It's chaos. I'm constantly bouncing between 3-4 different apps on my phone and computer.

I mainly use my email inbox, but I sometimes lose track of messages on other platforms.

Everything is pulled into one unified inbox where I can see every conversation in one place.

3. What's your process for following up with a potential client who you've sent a quote to? *

I just hope they get back to me. I'm too busy to chase everyone.

I try to remember to send a follow-up email or two manually when I have time.

I have an automated sequence of emails and texts that follows up with them for me.

4. How does a new client schedule an appointment or consultation with you? *

Through a back-and-forth chain of emails or phone calls to find a time that works for us both.

I send them a link to my online calendar, but it's a separate tool.

They can book directly on my website, and the system automatically sends confirmations and reminders.

5. How do you collect reviews and testimonials from your happy clients? *

I don't really have a process; I just hope they leave a good review on their own.

I manually email some of my best clients and ask them for one.

My system automatically sends a review request to a client after our work is complete.

6. Imagine it's 8 PM on a Wednesday. What are you most likely doing? *

At my desk, catching up on emails and admin tasks I couldn't get to during the day.

Finishing up the last of my work, feeling a bit behind but getting there.

Relaxing with family, confident that my systems are handling the follow-ups.

7. If you took a one-week holiday with no phone or laptop, what would happen to your new client inquiries? *

They would pile up in my inbox, and I'd face a mountain of work when I got back.

A few might get missed, but I'd catch up eventually.

My automated system would respond to, nurture, and even book appointments with them while I'm away.

8. How do you remind yourself or your team about follow-up tasks?

I rely on memory or sticky notes — it’s hit or miss.

I use a to-do list or calendar reminders, but it still takes time to manage.

My system automatically creates and assigns tasks based on client activity.

9. How do you monitor your business performance (sales, leads, conversion rates, etc.)?

I don’t really track it — I just go by feel or my bank balance.

I occasionally pull numbers from a few different tools.

I have a dashboard that shows my key metrics at a glance.

10. How do you manage client onboarding once someone signs up or agrees to work with you?

I send them everything manually through email.

I have a checklist I follow but it’s mostly manual.

My system automatically sends onboarding forms, contracts, and welcome messages.

11. Where Are You Right Now in Your Business Journey?

I’m stuck putting out fires every day and constantly behind on admin.

Things are running okay, but I still do most tasks manually.

I have systems in place that handle most day-to-day work for me.

12. What’s Your #1 Goal for the Next 90 Days?

Just survive the busy workload and stop things from slipping through the cracks.

Free up more time by organizing my processes and tools.

Build scalable systems so I can grow without adding more chaos.

13. What’s the Biggest Thing Holding You Back Right Now?

I’m too busy working in the business to fix anything.

I know I need better systems, but I’m not sure where to start.

I’ve tried some tools before but want expert help setting them up properly.

14. Which Best Describes the Kind of Help You’re Looking For?

I’d love a simple DIY system I can manage myself.

I’d like guided setup and some automation done for me.

I want a complete done-for-you system with expert support.

15. Is There Anything Else You’d Like Us to Know About Your Business?

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