Have you chosen a business structure? Example: Sole Proprietorship
Yes
No
Do you have a business checking account?
Yes
No
Do you have a business savings account?
Yes
No
Do you use an expense and revenue tracking system?
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
If you are generating between $5K-$10K in monthly revenue do you have 6 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 find it hard to find the time to complete client work?
Yes
No
Do you have a mapped out schedule with dedicated time to complete client work?
Yes
No
Do you have mapped out processes to complete client work?
Yes
No
Do you find it hard to accomplish your goals?
Yes
No
Do you map out quarterly, monthly, and weekly goals?
Yes
No
Do you have a marketing plan that you implement consistently that supports your business?
Yes
No
Do you have ONE social platform where you show up consistently?
Yes
No
Do you have an email service provider set up?
Yes
No
Do you have an opt-in or lead magnet created?
Yes
No
Do you have a delivery email to share your optin?
Yes
No
Do you have a welcome sequence set up?
Yes
No
Do you have email marketing plan in place to support subscribers?
Yes
No
Have you mapped out your customer journey?
Yes
No
Have you identified WHO you are selling to? Example: Client
Yes
No
Do you have ONE package that supports your business and attracts your ideal client?
Yes
No
Do you have a pricing template that you use to upsell your current package?
Yes
No
Do you have a process in place to complete your work?
Yes
No
Do you have a notification system set up when you receive client intake forms?
Yes
No
Do you have a client intake form in place?
Yes
No
Do you have scheduling software in place?
Yes
No
Do you have a meeting room set up?
Yes
No
Do you have a discovery call script?
Yes
No
Do you have a follow-up system in place?
Yes
No
Do you have a client onboarding system in place?
Yes
No
Do you have a client offboarding system in place?
Yes
No
Do you have a client testimonial system in place?
Yes
No
Do you have a deliverable system in place?
Yes
No
Do you have a contract for your services?
Yes
No
Do you have a HOW I WORK document that spells out how you run your business?
Yes
No
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