About you
What best describes your work?
I run a service-based business — coaching, consulting, agency, or practice
I work in or lead a nonprofit organization
I manage a small team or independent practice
Your time
Where does most of your unplanned time go each week?
Following up with leads, clients, or donors manually
Building reports or pulling numbers together
Admin, scheduling, confirmations, reminders
Onboarding new clients, staff, or members
Visibility
When someone asks how your business is doing, what happens?
I know immediately. I have a clear picture.
I have a rough sense but I'd have to pull it together
I spend time finding the answer every time
Repetition
How much of your week is work that repeats itself almost exactly?
Almost none. Every week is different.
A few hours. Mostly manageable.
A significant chunk. It adds up.
Most of it. I feel like I'm doing the same things on loop.
Right now
What would be most useful to you right now?
Seeing what my business could look like with better systems
Understanding where my biggest time leaks are
Getting something built and running fast