Constraint Check

You and your business

A normal month from the last 90 days. Rough numbers are fine. Say "not sure" by leaving a box blank.

Your first name

In your own words, what is the biggest problem in your business right now?

What you want to take home each month$ per month

What the business costs to run each month$ per month

What do you want for your business?Measured against your revenue from the last 12 months

Business revenue in the last 12 months$ in, before costs. Your goal is worked out from this

How you work with clients

Tick every way you work with clients. Then pick the one that brings in the most money. The questions below are about that one.

How do you deliver? Tick all that apply.

Which one brings in the most money?

What one client pays in total$ for their whole stay

How long clients stayMonths

How many one to one clients can you have going at once?At the same time

Hours each client takesPer week

Hours each client takesPer month

Clients in a group

Groups you want to run a year

Weeks a group runs

Hours a group takes each weekLive time plus prep

Extra help hours per clientOver their whole stay

Hours a team member helps deliverPer week. 0 if it is just you

How clients find you

A normal month.

People who see your workLeave blank if you don't know. Blank is better than a guess.

People who reach out or sign up

Talks about working together

New paying clientsNot sure? Use the box below

Are most of the people who reach out a great fit for you?

What have you already tried to fix this?

Don't know your new clients a month? Work it out from last year

Count what already happened. That is a record, not a guess.

New clients in the last 12 monthsEveryone who said yes and paid

Or: money in from this workLast 12 months, $. Uses the price you gave

Fill in one of the two boxes.

Examples

One to one. 9 clients started in the last year. 9 ÷ 12 = 0.75 a month.

Groups. Two groups ran last year, 17 people and 12 people. 17 + 12 = 29 people. 29 ÷ 12 = about 2.4 a month.

From the money. $60,000 came in last year at $2,500 a client. $60,000 ÷ $2,500 = 24 clients. 24 ÷ 12 = 2 a month.

Still no idea? Leave it blank. Your report will say what it can without it.

Your week

Honest numbers help most here.

Hours you want to workPer week

Hours you work nowPer week

Hours each sales talk takes nowOne talk, including prep and follow up. Example: 1.5

Hours a week on everything else nowAdmin, email, content, everything that is not client work or sales talks

What the business paid you in the last 12 monthsSalary, profit you took, perks it paid for. Used to price your time.

Everything that fills your week

This is the part most people rush. Don't. List every task you touch in a normal week: client work, calls, email, posting, follow up, admin, bookkeeping, tech, the things you do "just for five minutes". Six rows to start. Add as many as you need. The more you list, the truer your report. Not sure if one brings money? Posting, content, follow up and networking feed it later. Pick that. Blank hours are fine if you don't know.

Task	Hrs / wk	Brings money?	Energy

What you sell, and what you tell yourself

Last two questions.

Offer	Revenue, last 12 mo $	Hours a month

When you think about this problem, what do you tell yourself?There is no right answer. Your words stay your words.

If it were solved, what would change for you?

Find the one thing slowing your business down.