Audit

One‑Person Business Operations Audit — Checklist & Interview Guide

A guided, saveable operations audit for solo business owners to map workflows, tools, finances, clients, risks, and continuity gaps — and to prioritize 30‑, 90‑day fixes.

Interactive Tool

One‑Person Business Operations Audit

Use this guided audit to map how your solo business actually runs, find weak points, and prioritize fixes you can implement quickly. Answer honestly — this is a diagnostic tool, not a test. Save responses to track progress over time.

How to use

For each item, choose the option that best describes your current situation and add notes where helpful. Aim to complete the audit every 3–6 months or after major changes. If you're running this with an advisor, use the notes fields to capture follow-up actions and owners.

Optional — helps identify this audit in lists.
Who is completing this audit.
YYYY-MM-DD or natural date.
Are steps from enquiry to delivery documented and repeatable?
Is there a clear lifecycle and checklist for each stage?
Include passwords, billing owners, and integrations.
Short list of tools you rely on most (CRM, payments, email, site, automation).
Documentation helps recover or replace tools quickly.
Includes how you prepare invoices, when you send reminders, and how you record payments.
Estimate over the past 6 months.
Include subscriptions, software, contractor fees, rent, insurance.
How many months you can operate without new income.
People, tools, accounts, and processes that would stop the business if they failed.
Are there documented steps and backups if you can't work for a period?
How much of revenue comes from a single client or small group.
Standardized agreements reduce negotiation friction and legal risk.
Are there clear acceptance criteria and review steps before delivery?
Includes proposals, email templates, SOPs, onboarding guides.
Scheduling, billing, reminders, reporting, content publishing.
Do you have clear ways to hire, instruct, and evaluate contractors?
Short actionable items prioritized by impact and effort.
Choose the single highest-priority focus
Higher numbers mean higher risk to continuity.
Use this to capture who will do what and by when.
If yes, provide contact details below.
Optional
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