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<img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/a50be4c6-bb9f-4b8a-8c94-c097a918929e/1d12b1dc-0515-4eb2-b6d1-7cf05da0b78f/Lime_Green_Dot.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/a50be4c6-bb9f-4b8a-8c94-c097a918929e/1d12b1dc-0515-4eb2-b6d1-7cf05da0b78f/Lime_Green_Dot.png" width="40px" /> $\color{#000000}\colorbox{#e5fd35} {\textsf {Workbook Sections}}$
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$\color{#000000}\colorbox{#e5fd35} {\textsf {Company Structure and Culture}}$
| Years in Operation |
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| What are your company values? |
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| Do you feel that your processes and systems help you achieve these values within your work? |
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| What current problems are you facing within your company structure and/or culture due to software, work locations, etc. |
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| As a solo team, what does “culture” mean to your business? |
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Current Products and Offers
| What are you most known for? |
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| What are you best at? → What offer/product do you succeed at most delivering? |
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| Do you feel that your pricing is correct or is anything preventing you from reaching those numbers? |
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| How has your product / service portfolio evolved over time to meet market needs? |
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Org Chart
| What are your responsibilities? |
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| What responsibilities do you enjoy / excel at? |
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| What responsibilities do you NOT enjoy / excel at? |
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| Do you ever work with contractors? If so, what are there responsibilities? |
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| Do you plan on hiring consistent support in the next 90 days to 6 months? If so, for what? |
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| How do you hold yourself responsible for pushing the needle in your business? |
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| Have you ever been in a leadership role? What skills do you need to improve before hiring support? |
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$\color{#000000}\colorbox{#e5fd35} {\textsf {Customer Experience}}$
| Explain your customer journey from pre-sale to post-sale. |
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| What about this process sets you apart from your competitors? |
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| How do you interact with leads before they become customers? |
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| What does your onboarding process include? |
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| How do you interact with customers while executing the scope of work? What materials or resources do they need access to? |
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| How can a client ask your team questions or provide feedback? |
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| How do you receive and process customer feedback? |
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| What happens after a customer offboards? Do you have a referral program or offer retainer support? |
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| Does your process change at all when a client moves to retainer or returns for another project? |
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| How does your company ensure consistency across all customer interactions? |
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Feedback
| What kind of positive feedback have you received from clients? |
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| What kind of negative feedback have you received from clients? Have you taken any steps to improve these items? |
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| Where are the current bottlenecks within your customer journey? |
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| What areas of the customer journey are currently automated? |
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| Are there any specific areas you’d like to be automated or more streamlined? |
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| How do you disqualify customers? |
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| What data do you collect from clients? |
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| Why is this data important to your business? |
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| Where do you store this data? Do you have a true CRM or are using a platform like Honeybook? |
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$\color{#000000}\colorbox{#e5fd35} {\textsf {Tech Stack Breakdown}}$
Complete the following chart to document your current tech stack and/or other software you are exploring.
Delete the sample data when ready.
Tech Stack Breakdown
$\color{#000000}\colorbox{#e5fd35} {\textsf {Bottlenecks and Vision}}$
| What is your number 1 priority from achieving a streamlined workflow and tech stack? |
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| What results do you expect your business will achieve from this overhaul? |
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| On a scale of 1-5, how tech-savvy are you? |
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| What bottlenecks are preventing you from improving your processes and tech stack? |
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| How often does you review processes, workflows & tech stack to identify areas of improvement? |
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$\color{#000000}\colorbox{#e5fd35} {\textsf {Reflection and Taking Action}}$
Now that you’ve done the hard work, close this tab and go for a walk (or whatever you need to to clear your mind). Then, when you’re ready, revisit your answers. Identify the top three areas that need priority, and the actions you can take to improve them. Make sure to assign tasks to the appropriate team member.
| What stood out the most in your answers?
Were there any questions you felt were inapplicable to your business?
| Were there any questions that you were surprised to not have answers to? |
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| Priority 1 |
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| Actions Needed |
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| Priority 2 |
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| Actions Needed |
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| Priority 3 |
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| Actions Needed |
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