Assessment Form | Serenity Admin Solutions

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Client Discovery + Assessment Form

Name*

Email*

Business Name*

Website (if applicable)

Social Media Handles (if applicable)

Short Description of Your Business

Which part of running your business drains you the most? (Select all that apply)

Admin tasks

Marketing

Client communication

If you could delegate ONE thing today, what would it be?

Emails & inbox management

Social media content creation

Bookkeeping & invoices

Scheduling & calendar management

What’s your biggest struggle when it comes to marketing?

Creating content consistently

Engaging with my audience

Finding time to post

Knowing what to say

How many hours a week do you spend on admin work?

Less than 5

5-10

10-15

More than 15 (😩 SOS!)

How do you feel about delegating business tasks?

I NEED to, but I don’t know where to start!

I want to, but I’m afraid to let go.

I already do, and it’s a game-changer!

I feel like I have to do it all myself.

Do you have a strategic marketing plan in place?

Yes, and it’s working great!

Sort of, but I’m winging it.

Not really, I post when I remember.

What’s a marketing plan? 😅

How do you currently manage your business tasks?

I do everything myself.

I have a team, but we need better systems.

I delegate some things but could do more.

I need HELP!

What would having more time in your business allow you to do?

What are your biggest goals for your business in the next 6 months?

How soon do you want to start getting support?

ASAP—I'm ready for relief NOW!

Within the next month.

I’m exploring my options but interested.

Ready to reclaim your time, peace, and freedom? Let’s find the best way to support you and your business. Fill out this quick form so we can tailor our services to fit your needs perfectly!

Let’s Get You the Support You Need!

Once you submit this form, our team will review your responses and reach out with tailored solutions to help you work less, earn more, and stress less!

Support When You Need It Most.

Streamlined solutions for all of your business needs.

Stay Connected

info@SerenityAdminSolutions.com

You’re not alone - we’re here to walk with you, cheer you on, and equip you with what you need, every step of the way. Connect with us for helpful tips & thoughtful resources to help lighten your load.*

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