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Welcome

Welcome to the Capacity Audit

This assessment is designed to help you step back and look at your business with fresh eyes.

There are no right or wrong answers. The more honest and specific you are, the more personalized your results will be.

By the end, you'll receive a custom RESULTS NAME identifying the pattern that's consuming the most time and energy in your business, along with where I'd start if this were my business.

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Part 1: Your Business

Let's start with a little context.

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Tell me about your business

What do you do, who do you serve, and what kind of work fills most of your week?

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How long have you been in business?

Enter the number of years in business

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Approximately how many active clients/projects do you have right now?

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What are one or two goals you have for your business over the next year?

A revenue goal is valid, but also think beyond that. What would make your business feel more successful?

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What does a typical work week look like?

What is the cadence for client/project meetings? How frequently (and via what channel) are you communicating with clients? How much time do you spend on non-client work?

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Part 2: What Running Your Business Feels Like

These questions are about how your business feels today.

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What feels like the biggest source of friction in your business right now?

This could be a client relationship, a type of work, a process, a decision you've been avoiding, or anything else that's taking up more time or energy than it should.

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What keeps coming back into your mind when you're away from work?

Think about the conversations, projects, decisions, or responsibilities that are hardest to put down.

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What have you been avoiding?

Is there a conversation, decision, invoice, proposal, or project you've been putting off? If you have an idea around why, include that detail as well.

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Which parts of your work give you the most energy?

These are often clues to where your business fits you best.

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Part 3: Capactiy

Now, let's look at where your time and energy are going.

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What parts of your work consistently give you energy?

Be specific. Think about times when you stand up from your desk smiling or feel invincible after clicking 'Leave' on a zoom call.

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How much of your time do you get to spend doing the things that energize you?

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What work activities consistently leave you feeling drained?

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How much of your time do you spend doing things that drain you?

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What have you stopped making time for because you're 'too busy?'

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Part 4: Your Life

Your business exists to support your life. I'd like to understand what that life looks like.

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What are the things you enjoy doing outside of work?

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How frequently do you think or worry about work when you are not working?

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How would you rate your quality of life right now?

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If you could make one change in your work life that would improve your personal life, what would it be?

Go big. Describe what you would change even if you don't think it is possible.

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When was the last time your work life felt like a really good fit with your personal life.

Describe the situation and what has changed.

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Thank you! 🙌

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