1. WHAT TASK DO YOU HATE TO DO THE MOST?

A) Sifting through numbers and data to find a nugget of insight

B) Researching and extracting information on the web

C) Taking notes during meetings and summarising the information

D) Answering the same questions over and over again to new leads

E) Organising and updating my customer/client data and repeating the same simple workflows over and over again

F) Sending invoice reminders to my clients

G) Generating Content for social media or ads

2. WHAT BLOCKS THE MOST TIME OF YOUR DAY UNNECESSARILY?

A) Data Analysis

B) Researching information

C) Documentation

D) Client outreach (inbound) and Social Media Interactions

E) Client (outbound)

F) Accounting tasks

G) Content Creation

3. WHAT ARE YOU NOT GOOD AT?

Please choose one

A) Analysing data and coming up with insights or knowing which metrics to dive into for data analysis

B) Formulating emails that showcase my expertise and convince clients

C) Documenting the outcome of meetings and preparing next steps

D) Providing new customers quick answers

E) Following up on leads

F) Keeping track of all the unpaid invoices or predicting periods of financial strain

G) I don’t have a good eye for design

4. What's your most pressing problem?

A) Having all my ad channel’s data in one place would help me draw better conclusions

B) Any new software or tool frustrates me because I don’t know how to work with it

C) I have so many meetings and it's hard to keep up with what was said

D) I spend too much time on answering the same customer queries on my website or social media

E) I don’t have a frame for client deals and start all over again every time

F) My invoices look old school and unprofessional and/or if I could foresee upcoming payments better, I would sleep better at night

G) I spend so much time on researching, up and downloading royalty free pictures for social posts

5. WHAT AREA OF YOUR BUSINESS WOULD YOU HAVE TO FOCUS MORE ON TO MAKE YOUR BUSINESS GROW?

A) I should dive more into my data to decide on next initiatives

B) Strategic planning and decision making

C) Finding patterns in clients needs

D) Processing new leads better or more efficiently

E) New product development and innovation

F) Financial stability

G) Advertising/Marketing