Name *

Organization/Business Name

Phone

Email *

What is your primary goal for improving your business operations?

How many employees or team members does your business currently have?

Which areas of your business operations do you feel need the most attention? (Select all that apply)

Team workflows and communication.

Process documentation and SOPs.

Technology and tools integration.

Financial operations and cash flow management.

Customer experience and feedback handling.

Do you currently have Standard Operating Procedures (SOPs) in place for your business processes?

What tools or systems do you currently use for business operations? (Select all that apply)

Project management tools (e.g., Trello, Asana).

Communication tools (e.g., Slack, WhatsApp).

Automation tools (e.g., Zapier, HubSpot).

Financial tools (e.g., QuickBooks, Xero).

None or minimal tools.

What is your biggest operational challenge right now?

What is your timeline for addressing these operational challenges?

Are you currently working with any consultants or service providers to improve your operations?

What type of solutions are you open to exploring? (Select all that apply)

Technology and automation tools.

Process improvement and SOP development.

Virtual assistant (VA) support.

Operational audits and strategy sessions.

How would you describe your decision-making process for operational changes?

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