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Process Assessment
Name
*
First Name
Last Name
Email
*
Website
http://
Phone
(###)
###
####
Please provide a bulleted list of the tasks that must be performed daily in your company.
*
Please list the tasks that must be performed weekly in your company.
Please list the tasks that must be produced monthly in your company.
Please list your current schedule and tasks on Monday’s.
Please list your current schedule and tasks on Tuesday’s.
Please list your current schedule and tasks on Wednesday’s.
Please list your current schedule and tasks on Thursday’s.
Please list your current schedule and tasks on Friday’s.
Please list your current schedule and tasks on Saturday’s.
Please list your ideal schedule for each day during the week below.
Please list the ideal customer journey or experience that you would like for a new client below.
How long will it take for you to update the website or linktree with new information provided from our session?
Would you like to hire an additional admin to assist with some of the tasks listed above for $50 per week?
If we have someone available, how soon would you like for them to start helping?
Are you open to your existing clients having committee, ambassador, or volunteer roles or would you like to keep that separate? Please explain what you are comfortable with.
Do you have a completed list of all emails for your clients that you can upload today if asked?
How many emails are on one spreadsheet?
Please list the next two job functions that if lifted off of your plate would give you the greatest source of relief?
How long will those tasks take and what skills are needed for someone to do this properly?
What day are you available to meet in person for 45 minutes?
Thank you!