Your Systems Analysis

Tell me what you actually run today, and you get a free report back on where an AI workforce or automation would genuinely help you, and where it would not. It is written against your answers, not a generic list.

About ten minutes. Please note, by filling this in you agree to me receiving your answers. You get the report, and I get to see what people building a solo practice are really running.

Answer quickly. First instinct is the useful one, and there is no wrong answer anywhere in this.

Your name

Your email

Where you are

Which job in your week is most likely to be late, or not happen at all?

Something you actually sit down and do: writing the newsletter, chasing an invoice, writing up notes after a call, getting a proposal out. If your first thought is "finding clients" or "not enough time", go one level down and name the part of it you actually do.

What do you actually sell?

Tick everything that applies.

What your practice knows

Do you have any of your practice written down?

A pricing sheet, a client tracker, standing notes on how you run a call, a proposal template, a page describing your offer, an onboarding checklist. If the honest answer is nothing, write nothing.

Where are you with AI today?

Not using it Occasionally, for drafting Daily, but ad hoc I have built something that runs without me

Filling the room

Do you run anything live?

Workshops, webinars, calls with a group, anything with a date on it.

No Occasionally Regularly

If you do, how do sign-ups, reminders and follow-up happen today?

Write n/a if you do not run anything live.

If you run a community, what do you do in it each week?

Write n/a if you do not run one.

The message

How does your content get produced?

Does anything go out to a list regularly?

No list A list, nothing regular Something monthly Something weekly

The offer and the money

What do you charge, and how is it structured?

How do you decide the price of a new piece of work?

Is your offer written down somewhere you can send to somebody?

Yes, a page Yes, a document I send It is in my head It changes every time

The call

Do you prepare anything before a call, and where does that live?

After a call, what happens to the notes?

There are no notes Handwritten, they stay in the notebook Typed somewhere I could find again Filed against the client, every time

Getting paid

How does a proposal or quote reach somebody?

A written proposal, each time A template I adapt An email A conversation, nothing written

What chases an unpaid invoice?

How do you keep track of what you have sold and what you have spent?

Two questions that decide most of it

Which ONE place actually holds what you know about a client?

Not what you own. What you would open if you had a call in ten minutes.

Does what you write down get reused?

No, every client starts from a blank page Sort of, I could find it if I dug Yes, I keep something that builds up

Where people reach you

Where do people actually contact you?

Tick everything that happens, not everything that is possible.

What reminders do you send, and what sends them?

Where the hours go

Roughly. A band is enough, and a rough band beats a precise guess. Every hour we claim back later is measured against these, so please do not skip a row.

Last few

If you were going to close the gaps, would you rather build it yourself or have it built for you?

There is nothing to buy here. It changes what I recommend, because the two need different advice.

Build it myself, with guidance Have it built for me Not sure yet

What sucks the most time in your week?

What would you not want automated, however easy it was?

This one is a hard line, not a preference. Nothing recommended to you will touch it.

Your answers go to Lisa and are used to write your report. They are not published, not shared and not used as an example anywhere. What she takes from them is the pattern across everybody, never your name.