Audit · Before we start

Tell usabout yourbusiness

Today

Audit

After

This starts your audit from what really happens in your business, not just what shows from the outside.

If you do not know something, leave it blank: that tells us something too. You can leave and come back; your answers stay in this browser until you send them.

7sections

20minutes, give or take

0accounts to create

Before you write: do not include passwords, health data or personal financial data. If something is confidential, say so in section 7 and we will take care of it.

You and your brand

Who you are and who decides with you.

Required

Your brand or business name

Required

Your name and your role in the business

For example: Ana Ruiz, founder and the one who serves clients.

Required

Your email

Use the same email you used at checkout, so we can match your answers to your audit.

Who else makes decisions with you?

Partners, family or team. Just names and roles.

What year did your business start?

In one line: what do you do and for whom?

The way you would say it to someone at a party.

Your website and social profiles

Paste the links, one per line. Include old ones or ones you no longer use.

What you sell

Your products or services and their price.

Required

What do you sell and at what price?

One line per product or service: name, price and what is included. If the price varies, give the range.

What do you sell the most? And what would you like to sell more of?

How do you deliver what you sell?

Your last 12 months

What really happened, even if it was little.

How many sales, projects or events did you do?

A rough number is enough.

On average, how much does each client pay per purchase?

In US dollars.

How much did the business sell in those 12 months?

The business, not you personally, in US dollars. Optional.

Your best sale this year: what was it, for whom, and how did that client find you?

If the business was paused, since when and why? What was it like when it was running?

Sales per month, at what price and to whom. If it never stopped, leave this blank.

Who buys from you

How they find you and why they choose you.

What kind of clients buy from you?

Describe your ideal client

Who they are, what they need, how much they spend and what convinces them.

How do clients find you?

Which of those brings you the most sales?

How long does someone take to decide to buy, and who decides?

For example: two weeks; the organizer decides, the company pays.

Why do clients choose you? And why does someone say no?

Who do your clients compare you with?

Brands, businesses or people, even if they are not exactly like you.

What already exists

What you have and what you have already tried.

Have you worked on your brand with anyone before?

Strategy, logo, brand guide, website or advertising. What was done, when, and what you actually use.

What do you already have?

Link to the folder with your photos and materials

Drive, Dropbox or similar, with view access.

Who has access to your social profiles, website, domain and email?

Just who manages them. Do not write passwords.

Where you want to go

Your goal, your time and your dates.

Required

In 12 months, what number will tell you this worked?

Sales per month, new clients, revenue, events. One number, even a rough one.

What is holding you back today?

How much time per week can you give your brand?

What important dates are coming in the next 3 months?

Seasons, events, launches, fairs, deadlines.

To work with us, what budget do you have in mind?

It helps us propose a plan you can actually take. In US dollars.

Your hunches and your limits

What you believe and what is off limits.

Three things you believe are happening with your brand or your market

We will test them with data. For example: nobody else does what I do in my city.

Is there anything we cannot say, show or do?

A current job, partners, confidential clients, sensitive topics.

Anything else we should know?

Your business, told

0questions answered

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Your business, told

We got your answers. This starts your audit, and we will email you the next step at the address you gave us.

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Kataplasma · Inspiration Strategy and Design. Only the team working on your audit reads your answers.