Business Health Check
How would you grade each area of your business? Rate each function with a letter grade (A–F).
Tech Audit
List the software tools your team uses day-to-day. Your best guess is fine. There are no wrong answers. LLM stands for large language model, meaning an AI chat tool such as ChatGPT, Claude, Gemini, or Microsoft Copilot.
Teams & Access
Who else we may need to work with to get set up. If you're not sure of the details, your technical champion usually is.
Do you have an IT team?
Do you have a marketing team?
Who to contact for marketing and website access?
What does your marketing team already automate or handle?
Regulatory / compliance requirements to be aware of?
Setting up our access to your platforms
So we can work securely inside your environment with a clear audit trail, your strategist and architect will each need their own named user in your Google Workspace or Microsoft 365 environment. No shared logins.
Please let us know if you'd like instructions for your IT team so this is set up before session one, which makes your first session more efficient for you, or if you'd prefer we walk you through it together during that session. We're happy to handle it either way.
Constraints
Every business faces constraints: either not enough demand, or not enough capacity to keep up with it. Select what applies to you (you can pick both), then answer the questions below. These are the inputs that shape what we build together in your sessions.
What takes too much time?
What's unreliable or error-prone?
Where do things get stuck?
What can't you do because of bandwidth?
Anything Else
Use this space for anything that doesn't fit neatly above. Things you want to make sure we address, ideas you've been sitting on, or questions you want to bring to session one. Nothing is too small or too vague. If we already identified opportunities or action items during your discovery call, no need to repeat them here. This is just for anything new or additional.
Issues & Opportunities
Anything else on your mind
