Goal: Identify tasks that stall when you’re unavailable.
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Question 1 of 14
Client inquiries pile up quickly when my email isn’t checked daily.
Yes
No
Question 2 of 14
My calendar needs frequent attention to avoid missed meetings or deadlines.
Question 3 of 14
Data entry or file organization tends to fall behind without my involvement.
Question 4 of 14
My workflows get confusing when SOPs or templates aren’t updated regularly.
Question 5 of 14
New client onboarding works best when I personally oversee every step.
Question 6 of 14
Client follow-ups slow down when I’m focused on other priorities.
Question 7 of 14
Decisions get delayed when client reports or feedback aren’t pulled together.
Question 8 of 14
Cash flow feels uncertain if invoicing or payment tracking isn’t handled right away.
Question 9 of 14
My financial records become messy when updates or reconciliations are postponed.
Question 10 of 14
Marketing momentum drops when content isn’t scheduled consistently.
Question 11 of 14
Brand quality is hard to maintain without hands-on involvement in design or video.
Question 12 of 14
My social media messages, DMs, or comments are easy to miss on busy days.
Question 13 of 14
Strategic decisions feel harder when goals or KPIs aren’t reviewed regularly.
Question 14 of 14
Team progress slows when leadership attention is pulled in too many directions.