Name and Surmane
Who are you?
How many team members do you have?
---I do everything on my ownMe and a couple of freelancers2-1112-51More than 51
How many hours a week are you personally spending on doing repetitive low-level tasks?
---Zero, I am already delegating everything I can5 to 10 hoursBetween 11 and 2021 to 30 hoursMore than 30 hours
Tick all the boxes next to the things that you are currently personally doing (or you should be doing):
ResearchShortlisting suppliersArranging meetings in different time zonesSending follow-up emailsTaking notes in a meetingNewslettersLinkedIn outreachWriting blogsManaging social mediaPreparing proposalsCreating invoicesPreparing contractsSeeking for speaking gigsReaching out to potential partnersOrganizing eventsPublishing Job AdsShortlisting CVs
Please add here any other repetitive tasks that you were doing in the last 30 days?
What are your top 3 goals in the next 12 months?
Increase number of likes, followers, and comments on my social mediaAttract new clientsBecome more organizedStructure operationsRecruit new team membersGet better work-life balanceOther
Which one of these goals is the most important to you?
What are you currently doing to achieve these goals?
What is the main challenge that is slowing you down?
Are there some personal (non-business related) things that you would like to delegate to someone to free-up your time?
During what working hours do you like communicating with your team?
How much (a month) can you invest in a person or tool that can help you to achieve your goals?
---Currently nothing unfortunately300-600 GBP700 - 1200 GBP1300- 2000 GBPAround 3000 GBPMoney is not a problem if it is bringing a lot of value for me, I have no limitation
In an ideal world, what kind of help and support would you like to get? What is important for you?