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1.
First Name
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2.
What type of business do you run?
Service-based (coaching, consulting, creative services)
E-commerce/Product-based
Agency
SaaS/Tech
Hybrid (services + products)
Other
3.
How many hours per week do you spend on administrative tasks (email, scheduling, invoicing, documentation, etc.)?
1-5
5-10
10-15
15+
4.
Which operational tasks create the most friction in your business? (Select all that apply)
Email management and inbox organization
Scheduling and calendar coordination
Documentation and file organization
Financial management (invoicing, expenses, bookkeeping)
Client communication and management
Team coordination and delegation
Creating and maintaining SOPs
Project tracking and delivery
Other
5.
Which best describes your current operational systems?
Completely winging it (no formal systems)
Basic tools but inconsistent usage
Some reliable systems in place
Solid systems with room for optimization
Well-oiled machine (systems run smoothly)
6.
What topics would be most valuable for you to learn about? (Select your top 3)
Email and inbox management strategies
Automation and workflow optimization
Creating effective SOPs and documentation
Delegation and team management
Financial systems and tracking
Project management tools and methods
Client communication frameworks
Time management and productivity
7.
What's your biggest 'if I could just figure this out' frustration right now?