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Business Operations

I manually onboard every client (email, form, etc.)

I’m doing admin work that takes me more than 5 hours/week

I don’t have standard steps for client intake

My offers or services are not clearly documented anywhere

I still use multiple chat threads to track project updates

I rely on memory for deadlines and follow-ups

CRM & Automations

I don’t use a CRM yet (or not sure if I set it up right)

My leads don’t get any follow-up unless I manually reply

I don’t have any automated client nurture emails

I don’t tag or segment leads/customers

I’m not using any email or SMS automations yet

My booking system isn’t connected to email/calendar

Project Management & Workflow

I don’t have a centralized dashboard or task tracker

I switch between 3+ apps just to manage client work

I’ve never documented my SOPs or processes

My team (or VA) keeps asking for next steps or files

Tasks often get missed or delayed due to lack of system

Content & Communication

I still post manually on social media

I reuse old captions because I don’t have a system

I don’t have scheduled content for the month

Clients or leads sometimes message me on 3 platforms

I don’t use templates for proposals, onboarding, or reports

Invoicing & Payments

I send invoices manually every time

I don’t have automated payment reminders

I sometimes forget to invoice until the client reminds me

I don’t track how much time I spend on billable work

I’ve been underpaid due to missing hours or scope creep

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