Business Systems Clarity Questionnaire

Full Name

Phone *

Email *

Business Overview

1. Industry

2. Products/Services offered

3. Who are your primary clients or target market?

4. Which areas do you feel are still being held together by you personally?

4.1. Other (please specify)

Pricing System

5. Do you have a clear pricing structure for your services/products?

Yes, it's documented and easy to explain.

Somewhat – it's in my head or scattered across notes.

No – I make it up each time.

6. What would make pricing/quoting easier for you?

Systems & SOPs

7. How often do you have to explain the same task to someone?

Rarely

Occasionally

All the time

8. Are your recurring tasks (like billing, requests, etc.) documented or templated?

Yes

No

Somewhat

Client Onboarding

9. How do you currently bring in new clients?

We have a clear step-by-step process.

We just go with the flow.

We start fresh each time.

10. What would you like to improve in your onboarding experience?

Delegation & Team Support

11. How do you assign and track tasks within your team?

We use a project management tool.

We use email/chat/spreadsheets.

I mostly keep track in my head.

12. Where do things tend to fall through the cracks?

Follow-Up & Retention

13. Do you have a system for post-service follow-ups or client check-ins?

Yes, automated and consistent.

We do it manually.

We don’t follow up much.

14. What kind of follow-up would you like to implement (e.g., feedback, reviews, check-ins, newsletters)?

Priorities & Immediate Needs

16. What’s the biggest bottleneck in your business right now?

17. Is there anything specific you'd like to share about your business, challenges, or goals?

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