Business Alignment Audit

Name

Email *

Website (if you have one)

Which best describes you right now?

I'm brand new — just getting started

I've been coaching for a while but my backend is a mess

I'm growing and things are starting to break

I'm established but I know I'm leaving time and money on the table

SECTION 1 · Your Direction

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

1. How would you describe your coaching business right now — in one honest sentence? *

Write what first comes to mind — no need to make it sound polished.

2. When you make decisions about your business, what are they usually based on? *

What feels aligned with my values and energy

What I see other coaches doing

What I think I should be doing

Urgency or pressure to bring in revenue

I honestly don't have a clear process for deciding

Select all that apply.

3. Do your current offers feel like a true reflection of how you work best — or did they develop out of necessity? *

4. On a scale of 1–5, how confident are you in the direction your business is heading right now? *

SECTION 2 · Your Setup

Is your business actually manageable day to day?

5. How many tools are you currently using to run your business? *

1–2 — I keep it simple

3–5 — A moderate amount

6+ — More than I'd like to admit

I honestly don't know

6. Can you describe your current client journey — from the moment someone expresses interest to their first session? *

Walk us through what actually happens, step by step.

7. When a new lead comes in, what typically happens? *

I have a clear process I follow every time

I figure it out as I go

It depends on how busy I am

Things sometimes fall through the cracks

Select all that apply.

8. Does your backend feel simple and clear — or more like something you've patched together over time? *

Simple and clear — it works well

It mostly works but has some gaps

It's held together by workarounds

It's honestly pretty chaotic

SECTION 3 · Your Current Tools

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

9. Do you have a website? *

Yes, it's live

It's in progress

No, not yet

10. If yes, where is your website hosted?

e.g. Wix, Squarespace, WordPress — or "not sure"

11. How do you currently collect leads or new inquiries? *

e.g. a contact form, DMs, referrals, a landing page

12. Do you have a lead magnet? *

Yes

No

I'm not sure what that is

13. Do you use an email marketing tool to stay in touch with your list? *

Yes

No

I'm not sure what that means

14. If yes, which email tool do you use?

15. Do you use text or SMS to communicate with clients? *

Yes, I have a tool for this

I use my personal phone

No

I've been thinking about it

16. How do you send contracts and invoices to clients? *

e.g. DocuSign, HoneyBook, manually via email

17. How do clients book appointments with you? *

e.g. Calendly, a scheduling link, through DMs

18. Do you have a client portal or membership area? *

Yes

No

I've been wanting one

SECTION 4 · How Your Business Moves

Walk us through what actually happens day to day.

Lead & Inquiry Flow

19. When someone expresses interest in working with you, what happens next? *

Walk us through your typical process.

20. Do you have a standard way you follow up with new leads — or does it vary each time? *

I follow the same process every time

I follow up when I remember

I don't have a consistent process yet

21. How long does it typically take for a new lead to go from first contact to becoming a paying client? *

Onboarding

22. When a new client says yes, what are the first things that need to happen? *

List the steps as best you can.

23. Does your client receive a welcome message or next steps automatically — or do you send those manually? *

It happens automatically — I set it up

I send it manually each time

It's inconsistent — depends on my bandwidth

I don't have a formal welcome process yet

24. How does a brand new client know exactly what to do and what to expect from you? *

Appointments & Reminders

25. Do your clients receive reminders before sessions — or is that something you handle manually? *

Reminders go out automatically

I send them manually

I don't currently send reminders

26. What happens if a client needs to reschedule? *

Payments & Paperwork

27. Are contracts sent automatically when someone signs on — or is that a manual step? *

Automatic — it happens on its own

Manual — I send them myself each time

I don't currently use contracts

28. Do you follow up on unpaid invoices manually — or does something handle that for you? *

Something handles it automatically

I follow up manually

I don't always follow up — it falls through the cracks

Content & Delivery

29. If you deliver resources or program content — how does your client receive those? *

30. Is that process the same for every client, or does it change each time? *

Same every time — it's consistent

It varies — I adjust each time

I don't have a formal delivery process

Staying in Touch

31. After a session, does your client automatically receive a follow-up or next step — or is that handled when you have time? *

It goes out automatically

I do it manually when I can

I don't currently have a post-session follow-up

32. Do you have a way to stay in touch with past clients after their program ends? *

Yes — something runs automatically

I reach out manually when I think of it

Not currently — that's a gap I know exists

I haven't thought about that yet

SECTION 5 · Your Capacity

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

33. How often do you find yourself doing the same tasks manually — things you suspect could be handled differently? *

Almost daily

A few times a week

Occasionally

Rarely

34. If you stepped away from your business for two weeks, what would stop working or get missed? *

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

35. Does your business currently run on your energy and memory — or on systems that hold without you? *

Mostly my energy and memory

A mix — some things are set up, some aren't

My systems carry most of it

36. How would you describe your relationship with your business right now? *

It supports me — I feel steady

It's manageable but draining

It depends heavily on me showing up

It feels like I'm always catching up

37. How many active clients are you currently working with? *

Approximate number is fine.

38. How many hours per week do you have available to work on your business — not just in it? *

Less than 2 hours

2–5 hours

5–10 hours

More than 10 hours

SECTION 6 · How You Attract Clients

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

39. How are most of your clients finding you right now? *Select all that apply.

40. Are you actively creating content anywhere right now? *

Yes, consistently

Inconsistently — when I have time

No, not currently

41. If yes, where are you creating content?

e.g. Instagram, YouTube, a podcast, email newsletter

42. Does your content connect people back to a clear next step? *

Yes, consistently

Sometimes, but not always

Not really

I'm not sure

SECTION 7 · Your Support & Tech Comfort

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

43. Are you currently running your business completely solo — or do you have any support? *

Completely solo

I have a VA or assistant

I have a small team

I outsource specific tasks

44. If you have support, what do they help with? *

45. How comfortable are you with learning and setting up new tools? *

Very comfortable — I figure things out quickly

Comfortable enough, but I prefer guidance

I can do it, but it stresses me out

Tech is my biggest obstacle right now

46. Have you tried to build out your systems before? *

Yes, and it's mostly working

Yes, but it fell apart or never got finished

I've started but haven't gotten far

Not yet — this would be a first

47. Have you invested in tools, courses, or support before to solve these problems? *

Yes — and it helped

Yes — but it didn't stick or work out

No — this would be my first time getting real support

48. If you've tried before and it didn't work — what got in the way? *

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.

49. Describe what your business looks like when it's working the way you want it to. What does a good week feel like? *

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

50. What's the one thing that — if it were finally handled — would give you the most peace of mind right now? *

51. Is there anything you'd want me to know before we connect that the questions above didn't cover? *

52. Which level of support feels most aligned with where you are right now? *

Done-With-You — I want guidance and support while we build this together

Do-It-Yourself — I want clear direction and the right resources to do this myself

I'm not sure yet — I'd like help figuring that out

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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.