Discovery Map

"Are you running your business, or is it running you?

Take this quick quiz to see where you're losing time—and what to do about it!"

Processes and Systems

Do you have documented processes for key business activities? *

Yes, everything is clearly documented and regularly updated

Some processes are documented, but not consistently

I rely on my memory and experience rather than written processes

No, I just handle things as they come up

If a new team member joined tomorrow, how easy would it be for them to get up to speed? *

Very easy – we have clear onboarding processes and resources

Somewhat easy – they’d need guidance but could figure it out

Difficult – I’d need to personally train them on most things

Nearly impossible – most of the business relies on my knowledge

Financial Awareness and Planning

How regularly do you review your financial reports? *

Weekly or monthly – I track my numbers closely

Quarterly – I check in but don’t analyze too often

Annually – I mainly review them for tax purposes

Hardly ever – I focus on running the business, not the numbers

Do you have a clear budget and cash flow plan for the next 6-12 months? *

Yes, I plan ahead and monitor finances closely

Somewhat – I have a rough idea but don’t track it in detail

Not really – I focus on short-term income and expenses

No – I tend to react to financial issues as they arise

Decision-Making & Strategic Planning

How do you approach big business decisions? *

I have a clear process for evaluating options and making informed choices

I weigh the pros and cons but sometimes struggle to decide

I tend to go with my gut and figure things out as I go

I avoid big decisions and only act when absolutely necessary

How often do you take time to work on your business (strategy, planning) rather than just in it (daily tasks)? *

Regularly – I set aside dedicated time each month or week

Occasionally – when I remember or things slow down

Rarely – I’m too busy dealing with day-to-day tasks

Never – I don’t have time for that

Client & Customer Management

How do you handle client enquiries and communication? *

I have clear response times and processes in place

I try to respond quickly, but it’s not always consistent

I often feel overwhelmed by messages and struggle to keep up

I tend to be reactive and deal with enquiries as they come in

If a client or customer has a problem, how quickly is it resolved? *

Almost immediately – we have a structured process for handling issues

Fairly quickly – I make sure things get sorted but without a set process

It depends – sometimes things drag on longer than they should

Issues often linger because I’m too busy to deal with them properly

First Name

Last Name

Company Name

Email *

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Your Score

50-60 points: “Efficiency Master”

"You’ve got a well-structured business with strong processes in place. You delegate effectively, stay on top of finances, and have systems to handle growth. But even the most efficient business can find ways to improve! Have you considered how extra support could free up more time for strategic growth?"

35-49 points: “Doing Well, But Could Be Smoother”

"You’re managing things well, but there are some areas where you’re stretched thin. Whether it’s delegation, financial tracking, or streamlining admin, there are opportunities to make your business run even more smoothly. Let’s chat about how a strategic right-hand support system could free up your time!"

20-34 points: “You’re Holding It All Together (Just)”

"You’re working hard, but it’s clear that a lot rests on your shoulders. Processes might be inconsistent, admin is piling up, and your business could be running more smoothly with the right systems and support. Imagine what you could achieve with better structure! Let’s explore how to free up your time and create a more sustainable business."

0-19 points: “Overwhelmed and Stuck in the Weeds”

"Right now, your business relies heavily on you, and you might be feeling stretched too thin. Important tasks might be falling through the cracks, and growth could be suffering because there’s no time to plan strategically. The good news? You don’t have to do this alone! Let’s talk about how I can help bring order to the chaos and give you back your time."