This audit is designed to help us take a deep look at the business behind your brand—the systems, decisions, and structure that support your creative and commercial growth.

Below is an overview of the session agenda, along with questions for discussion in each area. You don’t need to prepare anything in advance, but giving these topics some thought beforehand can help us make the most of our time together.

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Context + Goals (20 minutes)

• Tell me the quick story of your business—who you are, what you sell, and where things stand today.
• What’s been going well lately?
• Why did you book this audit?
• If we could solve one thing by the end of this, what would it be?

Financial Foundation & Margins (15 minutes)

• How do you currently decide what to charge for your products?
• Do you know which products are most profitable—and which are not?
• How often do you review your sales, margins, or cash flow?
• What tools or systems (if any) do you use for financial visibility?

Product & Merchandising Strategy (20 minutes)

• What are your current bestsellers? What tends to underperform?
• How do you plan your collections or new product launches?
• Do you retire or replace products regularly?
• Are you confident your product mix supports your growth goals?

Operational Systems & Backend (20 minutes)

• What tools or systems do you use to manage orders, inventory, or fulfillment?
• What happens in your business when an order comes in?
• What tasks take up the most time or cause the most stress?
• Where do you feel most disorganized or stretched too thin?

Founder Role + Strategic Direction (15 minutes)

• What does your role look like day-to-day?
• Where do you want to be spending more of your time?
• What decisions or changes have you been avoiding?
• What would make the next 6 months feel successful to you?