Free Business Growth Worksheet and Analysis

Answer what you can. Birchline will turn your answers into a written analysis with priorities, opportunities, and a practical first step.

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Step 1 of 6

Discovery

Understand what the business needs and where work becomes difficult.

What is one business goal you want to improve?

Where do customers or staff experience delays, confusion, or repeated work?

Who experiences this problem, and how does it affect their day?

What have you already tried? What got in the way?

Step 2 of 6

Existing technology

List the tools used from the first customer interaction to the final handoff.

Tool or system / What it does / Who owns it

Where is information entered twice or copied between tools?

Customer details are retyped into another system.Staff search multiple places for the same information.Work waits because the next person is not notified.No one clearly owns updates, access, or data quality.

Which handoff needs attention first?

Step 3 of 6

Automation

Choose a stable, repeatable task and keep a person accountable for the outcome.

A task happens frequently and follows consistent steps.The information needed is available and reasonably accurate.Exceptions can be recognized and handed to a person.A process owner can review results and correct errors.

Task / Trigger / Information needed / Expected result

Which decisions or exceptions must stay with a person?

How will the team review accuracy and handle a failed handoff?

Step 4 of 6

Communications and growth

Review how people find your business, ask questions, and become customers.

Website information clearly explains the next step.Incoming inquiries reach the right person or team.Reception and after-hours handling reflect business policies.Human follow-up has an owner and a clear process.Marketing messages reflect consent and customer preferences.Trade publications help the team understand its industry.

Where does a customer conversation lose momentum?

What should happen next, and who should own it?

Step 5 of 6

Priorities

Compare opportunities and agree on what to test first.

Opportunity / Expected impact / Effort / Dependencies / Owner

The problem and intended outcome are clearly defined.The people affected can participate in a small pilot.Access, permissions, and data handling are understood.There is a way to pause, correct, or reverse the change.

What will you test, and what evidence will you compare?

Who reviews the result, and when will you decide the next step?

Step 6 of 6

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