Before we talk · client worksheet

Before we talk.

Ten minutes, before our first call. Short answers are fine, and blanks are fine too. The point is to walk in already knowing where your week goes, so the call goes to the answer instead of the questions.

Your business

Just enough for the call to start in the right place.

Company and what you do

Who your customers are

People on the team including part-time

Busiest months

Biggest priority this quarter

Where the time goes

Three things that get done by hand every week. Don't overthink it; the first three that come to mind are usually right.

The chore	Who does it	How often	Minutes each time

Which of those bothers you most, and why?

Customers and leads

Where the money comes from, and where it leaks.

How does a new customer or lead usually reach you, and who answers?

How fast do they typically hear back?

What happens if nobody's free?

The three questions customers ask most often

Paperwork

Quotes, reports, and anything retyped from one place into another.

How do quotes or proposals get made, and how long does one take?

What reports do you produce regularly, and for whom?

What information gets typed into more than one system?

What good looks like

So we can measure it instead of guessing.

If you could hire one more person tomorrow, what would you have them do?

What result would make this clearly worth it? hours back, faster replies, fewer misses, more jobs

Anything confidential or regulated we should know about? client data, health info, financials

Who signs off before anything customer-facing goes out?

How to reach you

So the answers land next to the right call.

Your name

Anything you write here stays between us.