Business Workflow Audit | 4THDMC

Step 1 of 9

What type of service business do you run?

Home services (plumbing, HVAC, electrical, cleaning, landscaping)

Health and wellness (fitness, therapy, chiropractic, salon, spa)

Professional services (consulting, accounting, legal, insurance, real estate)

Food and hospitality (restaurant, catering, food truck, event venue)

Other local service business

How many employees or team members do you have?

Solo — just me

2-5 employees or contractors

6-10 employees

11-15 employees

How many new leads or inquiries do you get each week?

1-5 per week

6-15 per week

16-30 per week

30+ per week

How fast do you typically follow up with a new lead?

Within minutes — I have a system for this

Within a few hours when I remember

End of the day if I get to it

Honestly, some leads fall through the cracks

Where does your time disappear most?

Select all that apply.

Following up with leads manually

Sending the same onboarding emails to every new client

Asking for reviews and referrals (and forgetting)

Answering the same customer questions every day

Training new employees (everything lives in my head)

Creating content and staying consistent on social media

Writing proposals and quotes from scratch each time

What best describes your current tech setup?

Phone, text, and email — no formal systems

A few tools but they are not connected to each other

I have a CRM or platform but am not using it fully

Multiple connected platforms that work reasonably well

How would you describe your current revenue situation?

Inconsistent — good months and bad months

Steady but not growing

Growing but operations feel chaotic

Both solid — I want to scale

Anything else you want us to know?

Optional — the more specific you are, the sharper your report.

Almost there — where should we send your report?

Your audit generates instantly. We use this to follow up if you want to talk through your results.

* Required fields

First name *

Email address *

Phone number *

Business name *

Analyzing your workflow gaps...

This takes about 10 seconds

4THDMC | EVOLVE LLC — WORKFLOW AUDIT RESULTS

YOUR TOP WORKFLOW GAPS

YOUR NEXT STEP

Ready to fix this?

The Begin engagement is $500 flat. 90 minutes. A specific action plan built around your business. No retainer required to start.

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