Find Your Bottlenecks
Before we build your AI business operating system, we need to know where your time, energy, and money are actually going. This audit takes about 10–15 minutes and becomes the foundation for everything we build together.
Section 1 of 5
Section 1
Your Business Snapshot
Quick context so your results are personalised to where you're at right now.
What's your name?
What type of business do you run?
How long have you been in business?
Less than 1 year
1–3 years
3–5 years
5+ years
Do you have a team?
Just me - solopreneur
1–2 contractors / VAs
Small team (3–5 people)
Bigger team (6+)
TEAM QUESTIONS
Are your team members currently using AI tools in their work?
Yes, several are using AI regularly
A couple have dabbled but nothing consistent
Not that I know of
I haven't thought about it yet
Do you need your team to be upskilled in AI as part of this program?
Yes - this is important for us
Maybe - I'd like to explore it
No - this is just for me right now
Is it clear who owns each task or area in your business?
Think about whether everyone knows their responsibilities, or if things regularly fall through the cracks.
Yes - we have clear ownership across the board
Mostly - but a few things are blurry
It's murky - we're not always sure who does what
Everything defaults back to me regardless
Section 2
Where Does Your Time Actually Go?
Rate how much time each area of your business currently takes. 1 = barely any time, 5 = it's eating my week.
TIME RATINGS — HOW MUCH OF YOUR WEEK DOES EACH AREA TAKE?
Of the areas you rated 3 or above, which one drains your energy the most?
Time and energy aren't always the same thing. Something can take a lot of time but still light you up - or take less time but completely wipe you out. Which area leaves you most depleted?
Content creation
Admin & scheduling
Sales & follow-up
Client / programme delivery
Invoicing & finances
Operations & systems
Emails & communications
Social media management
Is there anything outside the areas above that takes significant time in your week?
Section 3
Your Bottlenecks & Processes
Let's get specific about what's taking your time — and how well those tasks are actually documented right now.
Which of these do you do repeatedly every week? (Select all that apply)
Select everything that applies, then we'll dig into each one below.
Writing social content
Answering DMs / emails
Scheduling / calendar admin
Onboarding clients
Invoicing / chasing payments
Creating proposals / offers
Reporting / tracking results
Research / staying current
Customer support / FAQs
Programme / course delivery
Team check-ins / management
Sales calls / follow-up
Overall, how much of how your business runs is actually written down?
Almost nothing - it all lives in my head
A few things are written down but it's patchy
About half documented, half in my head
Most things documented - we have proper SOPs
Where do you most often get stuck, delayed, or hit a wall?
Think about the moments you procrastinate, freeze up, or lose hours without meaning to.
If you could hand ONE thing off to AI tomorrow, what would it be?
Be as specific as possible - "answering DMs asking about pricing" is more useful than just "social media".
What does your average week look like in terms of hours worked?
Under 20 hours (part-time)
20–35 hours
35–50 hours
50+ hours (always on)
Section 4
Your Marketing Picture
A quick snapshot of where you show up and where the gaps are.
Which marketing channels do you currently use? (Select all that apply)
Instagram
Facebook
Email marketing
LinkedIn
Website / Blog
YouTube
Podcast
TikTok
Which channel is currently your most effective for reaching your audience?
And briefly, why do you think that is?
Are there channels you want to explore but haven't started yet?
How would you describe your current content creation pace?
Sporadic - I post when I can
Semi-consistent - a few times a week
Consistent but it exhausts me
Systematic - I have a proper workflow
Where in your funnel do you feel the weakest right now?
Awareness - not enough people know I exist
Nurture - I have an audience but they're not engaging
Sales - I'm not converting enough
Retention - clients or members don't stick around
All of the above honestly
Section 5
Your AI Starting Point
No judgment here — every starting point is valid. This helps me meet you exactly where you're at.
How would you describe your current relationship with AI tools?
Total beginner - I barely know where to start
I've played around but haven't committed to anything
I use a couple of tools regularly but want to do more
I'm comfortable with AI but want a proper system
Which AI tools have you already tried? (Select all that apply)
ChatGPT
Claude
ManyChat
Make.com / Zapier
Canva AI
Midjourney / DALL-E
Notion AI
None yet
What's your biggest fear or frustration about using AI in your business?
What does success look like for you at the end of AI Marketing Machine?
What would need to happen for you to leave thinking "that was completely worth it"?
Your Bottleneck Report
Here's where your biggest AI opportunities are hiding.
This is Document 1 of your Business Brain. Email your results below - save that email somewhere you can find it before Session 1.
YOUR TOP TIME DRAINS
PROCESS MATURITY SNAPSHOT
YOUR PRIORITY AI OPPORTUNITIES
WHAT TO BRING TO SESSION 1
Your top bottleneck areas and process gaps are your starting point. In Session 1 we'll use this to build your Business Brain - the file structure that becomes your AI operating system. Come ready to talk through your top 1-2 drain areas in detail, and think about where you'd most like to start delegating to AI.
GET YOUR RESULTS
Enter your email below to get your full results sent straight to your inbox.
Save that email somewhere you'll find it - you'll bring it into Session 1 as Document 1 of your Business Brain.