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Free worksheet · DigitAl3x

Business Clarity Check

Use recent examples. Mark each item Yes with evidence, Not yet, or Not sure. Choose one gap to investigate; this is not a scored audit.

1. Can you name the customer you most want to reach?

Look for a specific type of customer and the problem they want solved.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Review five recent customers or enquiries. Write down who was a good fit and the problem they brought.

2. Does your main offer explain the result a customer gets?

Look at your actual website or proposal, not the explanation you give in a meeting.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Ask someone unfamiliar with your business to read the offer and explain it back. Note what they miss, then test a clearer version.

3. Can you connect your main marketing activity to useful enquiries or sales?

Evidence could be a simple enquiry log. It does not need to be a complicated dashboard.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Review recent enquiries and record the source where known, whether they were a good fit, and what happened next. Keep unknown sources labelled unknown.

4. Does each new enquiry have an owner and a next step?

Check a few recent enquiries for what actually happened.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Trace five recent enquiries. Note who followed up, when, and where the next step became unclear. Agree one small improvement.

5. Do new customers know what happens after they say yes?

Check the welcome message, timing, responsibilities, and information you request.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Walk through your most recent onboarding. Rewrite the first message so it names the next step, who owns it, and when it should happen.

6. Do you know why customers stay, leave, or decide not to buy?

Use their words where possible. Your team’s guesses can be useful questions, but are not answers.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Review existing feedback or ask a few recent customers what helped and what caused frustration. Separate quotes from your interpretation.

7. Can important recurring work move forward without repeatedly asking you what to do?

Think about approvals, handoffs, and work that waits while you are busy.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Choose one task that often waits. Write down who owns it, what they need, and which decisions they can make. Try that arrangement once.

8. Have you looked at a repeated manual task before trying to automate it?

First understand why it exists, who uses its output, and where mistakes happen.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Map one repeated task. Remove an unnecessary step or simplify it before deciding whether software or AI would help.

9. Does the team know the one improvement that matters most right now?

Look for a specific change, an owner, and a way to tell whether it helped.

☐ Yes, with evidence ☐ Not yet ☐ Not sure

Try: Choose one problem backed by an example. Name an owner, a small change to test, and a date to review what happened.

Choose one next step.

The problem and an example

The small change I will try

Who owns it

When we will review it

What we will observe to see if it helped