Find your starting point · A practical business worksheet

Where could your business
work better?

Take five minutes to identify where work gets stuck, what you want to improve, and what kind of support could help. Start with what you see in the business. You do not need to know which process or AI tool you need.

Free · No signup requiredFillable PDF or print at homeAbout 5-10 minutes
A useful first step

You know where
the work feels harder.

It might be a request that keeps bouncing between teams, a report someone rebuilds every week, or software you pay for that people work around. This exercise helps you turn those observations into a clearer starting point.

Choose one to three processes, rate the friction you see, and write down a real example. Then use the guide to consider what kind of help fits.

Inside the worksheet

Six places to look for friction.

01 · Bottlenecks & handoffs

Where does work wait, stall, or come back for corrections?

02 · Repetitive work

Where is information copied, re-entered, or assembled repeatedly?

03 · Team capacity

Where do unclear priorities or ownership keep people from delivering?

04 · Software & subscriptions

Which paid tools go underused or force teams into workarounds?

05 · Automation opportunities

Which routine tasks still need manual routing, reminders, or checks?

06 · Information & AI opportunities

Where does finding, summarizing, or drafting information slow the team?

From observation to action

Give the conversation
a concrete starting point.

  1. Name the work. Choose the processes you want to improve and describe what better would look like.
  2. Rate the friction. Use 0 for no problem, 1 for occasional friction, and 2 for recurring friction. Choose “?” when you are unsure.
  3. Choose one priority. Add the six ratings if you can answer all of them. Bring the most useful example to a conversation.

The score is a practical guide, not a validated assessment. One costly issue can justify support at any score. If you are unsure about an area, we can explore it together.

Support that fits the situation

What would help you move forward?

An audit

You can see the friction but want to understand the causes, dependencies, and priorities before committing to a solution.

Consulting

You need an experienced partner to work through a decision, challenge assumptions, or shape a practical plan.

A contract project

You have a defined problem and need hands-on support to deliver an agreed piece of work with your team.

Fractional support

You need ongoing leadership and delivery capacity to keep priorities moving across the business.

We agree the scope, measures, working arrangement, and commercial terms before starting.

Start with one real example

You do not need
a polished brief.

Bring your worksheet, or simply tell me what is getting in the way. We can work out a useful next step together.