AnelleStone Consulting — Client Business Audit

00

Client Information

About You & Your Business

Your Name *

Business Name *

Phone Number

Email Address *

Industry / Business Type *

City / State *

01

Part One

Business Snapshot

These questions help us understand where the business is today — what exists, how it operates, and the owner's relationship with it.

Question 1

What does your business do and who do you serve?

Describe your product or service and your ideal client in plain language.

Question 2

How do clients find you and how do they pay you?

Word of mouth? Social media? Invoicing? Cash? Venmo? This reveals infrastructure gaps immediately.

✦ Follow-Up Question

Question 3

What does your team look like?

Employees, contractors, or solo? Determines the complexity of the build.

Solo — just me

Me + 1–2 contractors

Small team (3–5)

Team of 6+

Question 4

What tools and apps are you currently using to run your business?

List everything — email, scheduling, invoicing, project management, social media, communication.

02

Part Two

Financial Health & Revenue

This section uncovers the financial reality of the business — current revenue, expenses, cash flow, and whether the owner actually knows their numbers.

Question 5

What is your current average monthly revenue?

A ballpark is fine. We're looking for awareness, not perfection.

Question 6

How do you currently handle bookkeeping?

Spreadsheet? App? Accountant? Nothing? This determines the starting point.

I use QuickBooks or similar software

I use spreadsheets

I have an accountant or bookkeeper

I don't have a system — I wing it

✦ Follow-Up Question

Question 7

Are your business and personal finances completely separated?

Commingled finances are one of the most common and costly small business mistakes.

Yes — fully separated

Somewhat — working on it

No — they're mixed

Question 8

What are your income goals for the next 12 months?

Be specific. Understanding the revenue target shapes every system we build.

03

Part Three

Systems & Operations

The heart of the audit. We are evaluating whether the business has operational infrastructure — or whether it is running on memory, improvisation, and hope.

Question 9

If you handed your business to someone else tomorrow, could they run it with what's documented?

This single question reveals the entire documentation gap in one answer.

Yes — everything is documented

Some things are documented but not all

No — most of it is in my head

Question 10

How do you track current clients, prospects, and follow-ups?

CRM? Spreadsheet? Sticky notes? Text messages?

I use a CRM system

Spreadsheets or a notes app

Text messages and memory mostly

I don't have a consistent system

Question 11

Do you have written contracts or service agreements with your clients?

No contract = no protection. This is a major legal and financial vulnerability.

Yes — always

Sometimes

No — I should though

Question 12

How do you invoice clients and track whether they've paid?

Late invoicing and unpaid tracking are two of the biggest revenue leaks in small business.

✦ Follow-Up Question

3B

Part Three — B

Communication, Leads & AI Readiness

This section identifies where AI voice agents and automation could immediately recover lost revenue and improve the customer experience.

★ AI Revenue Recovery Section

Question 13

When a potential customer calls and you don't answer — what happens?

Goes to voicemail? Rings forever? This is almost always where leads are lost.

Goes to a professional voicemail

Goes to a generic voicemail

Just rings — no voicemail

An answering service picks up

Question 14

How quickly do you typically follow up with a new lead or inquiry?

Speed of follow-up is one of the biggest factors in conversion.

Within minutes — I'm very responsive

Same day

Next day or two

Whenever I get to it — I'm busy

Question 15

What happens to leads that come in on evenings, weekends, or holidays?

Most small businesses lose 30–50% of potential revenue outside business hours.

Automated response goes out immediately

I try to respond when I see it

They wait until I'm back in the office

Honestly — they probably fall through the cracks

Question 16

Are you currently running any paid ads?

If yes — what happens when someone responds? Automated or manual?

Yes — and I have automated follow-up

Yes — but I follow up manually

No — not running ads yet

✦ Follow-Up Question

Question 17

How many leads do you think you've lost in the last 6 months to slow follow-up or missed calls?

Owners who think through this number are almost always ready to act.

1–2

3–5

More than 5

No idea

Question 18

Would it help if something could answer calls 24/7, collect caller info, and automatically follow up with prospects?

This is the AI voice agent question. Be honest — there's no wrong answer.

Yes — absolutely, that would be a game changer

Maybe — I'd want to understand it better first

Not sure — I prefer the personal touch

No — not interested in AI tools

04

Part Four

Goals, Growth & Vision

These questions help us understand where the owner wants to go — so we build systems that support the destination, not just fix the current state.

Question 19

Where do you want this business to be in 12 months? Be specific.

Revenue, team size, number of clients, lifestyle. This shapes every recommendation.

Question 20

What is the ONE thing that, if fixed or built, would make the biggest difference right now?

Often the clearest signal of where to start the build.

Question 21

What has stopped you from building these systems before now?

Time? Money? Not knowing where to start? The answer shapes our approach.

Question 22

What does success look like at the end of our engagement together?

Define it now — we deliver against it later.

05

Part Five

Self-Assessment

Rate each area 1–5. 1 = Does not exist | 3 = Partially in place | 5 = Fully built and running.

Business AreaYour Rating (1–5)

Bookkeeping & Financial Tracking

Invoicing & Accounts Receivable

Client Onboarding Process

Written SOPs & Documentation

Client Contracts & Agreements

CRM / Client Tracking System

Scheduling & Calendar System

Tool Integrations & Automations

Missed Call / After-Hours Coverage AI

Lead Followup Speed & Automation AI

Overall AI & Technology Readiness AI

Client BusinessAudit

Client Business
Audit