A clarity check for wellness coaches ready for a backend that works.

There are no right or wrong answers here. This audit is a chance to slow down and look honestly at how your business is running right now. Your answers will help us have a much more meaningful conversation about what you actually need.

SECTION 1 · Your Direction

Are you building the right thing — and does it feel like yours?

Write what first comes to mind — no need to make it sound polished.
Select all that apply.

SECTION 2 · Your Setup

Is your business actually manageable day to day?

Walk us through what actually happens, step by step.
Select all that apply.

SECTION 3 · Your Current Tools

Help us understand what you're working with right now.

e.g. Wix, Squarespace, WordPress — or "not sure"
e.g. a contact form, DMs, referrals, a landing page
e.g. DocuSign, HoneyBook, manually via email
e.g. Calendly, a scheduling link, through DMs

SECTION 4 · How Your Business Moves

Walk us through what actually happens day to day.

Lead & Inquiry Flow

Walk us through your typical process.

Onboarding

List the steps as best you can.

Appointments & Reminders

Payments & Paperwork

Content & Delivery

Staying in Touch

SECTION 5 · Your Capacity

Can your business hold without you — or does it run on your energy?

Be honest — this is one of the most useful questions in this audit.
Approximate number is fine.

SECTION 6 · How You Attract Clients

Where is your business showing up — and is it connecting the dots?

Select all that apply.
e.g. Instagram, YouTube, a podcast, email newsletter

SECTION 7 · Your Support & Tech Comfort

Help us understand your situation and where you're starting from.

No judgment here. This helps us make sure we're a real fit.

SECTION 8 · Your Vision

The most important section — tell us what you actually want.

Don't edit yourself here. Write the real version.

Aligned systems for wellness coaches who serve from the heart.