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Mini Business Assessment

Have you chosen a business structure? Example: Sole Proprietorship
Yes
No
Do you have a business checking account?
Yes
No
Do you have a payment processor set up for your business? Example: PayPal or Stripe?
Yes
No
Do you have quarterly tax deadlines scheduled on your calendar?
Yes
No
If you are generating between $1K-$4K in monthly revenue do you have 3 months of expenses saved?
Yes
No
Do you have a professional email signature for your business email?
Yes
No
Do you have canned responses added to your business email?
Yes
No
Do you have a notification system set up when you receive client intake forms?
Yes
No
Do you have a scheduler set up to send email responses during work hours? Example: Boomerang Extension
Yes
No
Do you have a team member onboarding process?
Yes
No
Do you have a mission statement for your business ?
Yes
No
Do you have one social platform where you show up consistently?
Yes
No
Do you have an opt-in created?
Yes
No
Do you have a welcome sequence set up?
Yes
No
Do you have a client intake form in place?
Yes
No
Do you have a discovery call script?
Yes
No
Do you have a client onboarding system in place?
Yes
No
Do you have a package for your services in place?
Yes
No
Do you have a pricing template that you use to upsell your current package?
Yes
No
Do you have workflows in place to complete your work?
Yes
No
Do you have a business homebase to organize your business?
Yes
No
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