Your Name ^*

Business Name ^*

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Nature of Business ^*

You can choose multiple options

Manufacturing

Wholesale Trading / Distribution

Retail

Services

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Your email address ^*

Your phone number ^*

How would you prefer we reach you? ^*

Email

Phone Call

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Some questions about your business

How many people work in your business? ^*

1–30

31–50

51–100

101-200

200+

What's the one thing you want fixed?

If there's something specific on your mind, tell us here. We'll read it before we call (optional)

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How many people work in your business? ^*

1–30

31–50

51–100

101-200

200+

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Where does your critical business information currently live? ^*

Select all that apply

WhatsApp groups

Excel / Google Sheets

Tally / ERP

Paper registers or notebooks

Cloud softwares

In someone's head (including yours)

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On a typical day, how many times does the business wait on you - approvals, decisions, calls?

1–3 times — mostly strategic

5–10 times — some operations too

10+ times — I'm constantly being pulled in

Everything comes to me, always

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If a key person in your business was absent for a full week, what would happen?

Work stops — no one else knows what to do

Things slow down but we manage

Minor disruption — most things are documented

No impact — the process runs regardless of who's there

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Can you tell your net profit for this month right now, without calling your accountant?

Yes — I know it roughly off the top of my head

Yes, but it takes a day to pull together

I get a number but I'm not confident it's accurate

No — I'd have to ask and wait

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How do you track outstanding payments from customers/B2B partners?

I have a clear, current list at all times

I check Tally or a sheet periodically

My accountant or a team member tells me when to follow up

It's mostly in people's heads — we chase when we remember

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Do you know how much capital is currently tied up in your assets (inventory, materials, equipment)?

Yes — roughly, at all times

I find out during periodic reviews and stocktakes

Only at year-end when the accountant tallies it

Honestly, I don't know

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How do you track the status of open orders or ongoing customer commitments?

In a proper system (ERP, order management software)

In Excel or Google Sheet

Over WhatsApp and calls

I rely on my team — I only hear about it if something goes wrong

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Do you currently review any regular management report or dashboard?

Yes — it's automated, I see it daily

Yes — my team prepares it and shares it weekly or monthly

It exists but I rarely look at it

No — nothing formal exists

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Who owns supplier relationships - knowing what's due, what to reorder, who to call?

Someone specific, with a clear system

A few people, loosely tracked

It mostly circles back to me

Informal — we figure it out when we need something

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When you hire someone new, how long before they're actually useful without hand-holding?

1–2 weeks — we have a clear process

3–4 weeks — ad hoc but manageable

1–2 months — depends entirely on who trains them

3+ months — it's painful every time

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What takes most of your personal time in a day?

You can choose multiple options

Approving things — purchases, dispatches, quotes

Following up with customers or suppliers

Fixing mistakes and putting out fires

Managing my team, and day to day tasks

Growing the business

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What you've already tried?

Select all that apply

Bought software (ERP, apps, CRM, etc.)

Hired an operations or admin person

Tried to train or discipline the team

Worked with a consultant or advisor

Nothing significant yet

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What's the one thing you most want fixed in the next 90 days?

Stop being the single point of failure for daily decisions

Know what's happening in the business without calling anyone

Get clear on my finances — profit, inventory, cash

Make sure knowledge doesn't leave when someone does

Be able to take a week off without the business suffering

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Anything specific we should know before the audit - a recent crisis, a change in your team, or something you've already tried?

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Your email address ^*

We will email you the audit report in 2 hours

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Your phone number ^*

Only for the pilot follow-up.

How would you prefer we reach you? ^*

Phone Call

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We will contact you within 24 hours.

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Some questions about your business

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Thank you ___ ! 🙌