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?