Answer these in your words.

Q1. Where hours go

In a normal week, where do your hours go? Yours, and the person next to you. Give the 3 or 4 buckets that eat the most time.

Q2. Paid to do twice

What do you pay people to do twice? Same info, two systems. Same call, two people. Same patient or job, two entry points.

Q3. Waits on one person

What work sits until you (or one named person) touch it?

Q4. Already bought, nobody uses

What have you already bought that nobody uses? Software, a hire, a course, a contractor.

Q5. Good week vs this week

What does a good week look like here? What does this week look like?

Q6. Hours back

If you got 8 hours back this week, what would you do with them? Do not say "more admin."

Q7. Cash sitting

Where is cash sitting right now that should have moved? Unaccepted, unbilled, unpaid, unscheduled. How many items. Rough dollars if you have them.

Q8. Quality slip

Where does quality slip because someone is rushed or guessing? Rework. Re-asks. "I thought you said."

Q9. Cost of an hour

What does an hour of your time cost the business? What do you pay the person who does the double work? Loaded is better. Stated wage is fine if that is all you have.

Q10. Who else says yes

Who else has to say yes if we implement? Partner, spouse, GM, bookkeeper. Name them.

Your name

Business name

Email

Phone (optional)