This is the intake I run before a workflow audit. Answer for one process, the one that hurts most. A date, a system and a number of hours beat a paragraph of context.
Section 1 · Your business
| Question | Your entry | Example |
|---|---|---|
| Company or firm name | Rossi Legal | |
| What you sell | Family law, retainers and fixed fees | |
| People who touch the process | Two paralegals and a receptionist | |
| Tools you pay for today | HubSpot, Make, Gmail, Excel, MyCase | |
| Who signs off on a fix | Marta Rossi, office manager |
Section 2 · Where it breaks today
One process, not the whole business. The answers below are read first, so name the process and the last time it hurt.
| Question | Your entry | Example |
|---|---|---|
| The process that breaks most | New enquiry becomes a client | |
| How often it breaks | ||
| Hours it costs each week | About 6 hours, spread over two people | |
| Last time it went wrong | A website lead sat three days with no owner and booked with someone else. | |
| Systems the process touches | Website form, HubSpot, Gmail, Excel | |
| What happens when it breaks | I spot it on Monday and repair the record by hand. |
Section 3 · What fixed looks like
Write the fixed state so somebody could check it on a Tuesday morning. A line nobody can check will not hold a price.
| Question | Your entry | Example |
|---|---|---|
| Fixed, in one sentence | Every new enquiry has an owner and a first reply inside 10 minutes. | |
| Deadline or driver | Before the September campaign | |
| Budget you have in mind |
Check these before you send
I can say who owns this process today.
The fix should run inside tools we already pay for.
I can get the people who use the process on a call.
Section 4 · Before you send
What do I get back?
A reply from me, usually within one working day, with the first fix, what it takes and the price. If the honest answer is that you do not need me yet, I say so.
Does sending this book a call?
No. Nothing is booked. If a call would help, I offer a time in the reply and you decide.
Do I have to fill every line?
No. The three questions in section two are the ones I read first. The rest sharpens the price.
What happens to my answers?
They land in my inbox and stay there. No mailing list, no sharing, no automation on top.
What happens next: the answers arrive in my inbox and I reply myself, usually within one working day, with the first fix I would make, the work it takes and the price. If a call would move faster I offer a time in that reply.