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Free process audit

How is everything set up in your business today?

Answer what you know, in whatever order you like. Whatever you don't know, skip it: with what you tell me I can already put together a proposal that fits.

Who's answering
1.Your profile

How would you describe yourself?

If you're a freelancer with no trading name, leave it blank.

If you don't have one yet, leave it blank.

Where do customers reach you today?

2.Lead capture and sales

Is it always up to date, or does everyone keep their own list?

From 1 to 5, what score would you give to how lead capture and follow-up work today?

3.Support: phone and WhatsApp

Count all of them, answered or not.

From 0 to 10.

In euros, whether they come by phone or by WhatsApp.

From 1 to 5, what score would you give to your phone and WhatsApp support today?

4.Social media

Out of 4.

From 1 to 5, what score would you give to how you run social media today?

5.Email

Are there email accounts used by several people?

Do you use templates for the replies that repeat most?

From 1 to 5, what score would you give to how you handle email today?

6.Website and visibility

From 1 to 5, what score would you give to your online presence (website, Google, social media) today?

7.Admin

Badly done rotas, hours logged that never happened…

Do you copy data by hand between different programs or spreadsheets?

From 1 to 5, what score would you give to how you handle admin today?

8.Tools and data

A spreadsheet, a program, someone's head…

9.Team

Has the team received training in digital tools or AI?

10.Bottlenecks and priority
11.Decision

When would you want this up and running?

What rough budget do you have in mind for this?

Everything is optional. If you don't know something, skip to the next one.