Kick Off and Identify Pain Points

1. What are you hoping to achieve or improve?

Bring clarity to financial visibility, create structure for team accountability, and free the founder from low-leverage admin tasks.

1. What’s working well right now?

• Product-market fit solidified in Q3 with recurring agency partnerships.
• Sales pipeline healthy; strong inbound through referrals.
• Team is passionate and committed, especially on client delivery.

1. Where are you losing the most time or money?

• No unified view of revenue, spend, or cash runway.
• Each department operates in silos; lack of accountability and clear KPIs.
• The founder still reviews every invoice and handles ops manually.

1. What systems or processes feel messy or unclear?

2. What would “smooth and predictable” look like in 3 months?

3. What’s working well right now?

4. Where are you losing the most time or money?

5. What systems or processes feel messy or unclear?