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Behind the Scenes Check

If you've been wondering why everything behind-the-scenes feels heavier than it should - this will help you see what's actually going on.

It's a quick check-in (less than 3 minutes) to show you where your systems are solid, where they're creating extra work, and what to focus on first.

Answer based on how things work right now - not how you wish they worked.

before we jump in...

This check isn’t about doing things “right.”


It’s about noticing what your business has quietly outgrown.

Answer based on how things actually work right now (even if it’s messy or half-built). That’s where the useful insights come from.

start your behind-the-scenes check

Just 8 simple questions.

Here's what you'll get

A clear picture of where your systems are already supporting you - and where things are heavier than they need to be.

Plus a few quick wins you can act on right away!

(And if you want support, I'll show you exactly what that could look like, too.)

Alright - let's do this

There are 8 quick questions. Go with your guy and don't overthink it.

Behind-the-Scenes Check (Embed)

Behind-the-Scenes Check

A quick, honest look at your backend.

How this works

Pick what matches today.

Quick scale guide:
1) Not in place yet.
2) Sort of there.
3) In progress.
4) Mostly solid.
5) Locked in.
1) When a new inquiry comes in, it gets a quick reply and lands in one place so nothing gets missed.
2) I can send my standard proposal and pricing (or product info) in under a minute — without digging through files.
3) I have a consistent flow for first calls/orders, and the notes live in one clear spot.
4) My essentials (contracts, invoices, order forms) are set up as ready-to-use templates.
5) After someone books or places an order, they automatically get what they need next (welcome info, forms, scheduling, order details).
6) Every active project or order is tracked in one hub with clear status, deadlines, and repeatable steps.
7) Clients/customers know exactly where to reach me, what to expect, and how support works.
8) Finishing a project/order includes a built-in way to request feedback, testimonials, and referrals — without me having to remember.

Enter your info below to see your results (and get them emailed to you, too).