Pre-audit prep

Come to the audit knowing where it hurts.

About three minutes now means our thirty minutes together goes entirely toward finding where your business is leaking time and money. List the tools you run on, score your worst bottlenecks, and the math will rank what to fix first.

Business info

Business name
Your name
Employees
Your role

Your software stack

List every tool the business runs on. Be honest about the “Hate it” ones — that's usually where the money is.

TOOL #01
Tool / software
Category
Team hrs/wk in it
$/mo
How do you feel about it?
TOOL #02
Tool / software
Category
Team hrs/wk in it
$/mo
How do you feel about it?
TOOL #03
Tool / software
Category
Team hrs/wk in it
$/mo
How do you feel about it?

Your biggest bottlenecks

Rate each on how often it happens, how much time it eats, and how badly it hurts. The math picks what to fix first — no gut feelings.

PAIN #01
Describe the pain point
Whose job is it?
How many people does it touch?
How often?

1 = Monthly or less

2 = A few times a month

3 = Weekly

4 = Daily

5 = Multiple times a day

Time lost per week, per person

1 = Under 1 hr

2 = 1–3 hrs

3 = 3–5 hrs

4 = 5–10 hrs

5 = 10+ hrs

How bad is it?

1 = Minor annoyance

5 = Costing us real money/customers

PAIN #02
Describe the pain point
Whose job is it?
How many people does it touch?
How often?

1 = Monthly or less

2 = A few times a month

3 = Weekly

4 = Daily

5 = Multiple times a day

Time lost per week, per person

1 = Under 1 hr

2 = 1–3 hrs

3 = 3–5 hrs

4 = 5–10 hrs

5 = 10+ hrs

How bad is it?

1 = Minor annoyance

5 = Costing us real money/customers

If you could fix ONE thing in your business right now, what would it be?

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