Free worksheet · no sign-up
Fix the Flow: find where things get lost.
Fifteen minutes, one pen. Follow your last five inquiries through the business and answer four questions for each. Print this page, or save it as a PDF.
The four questions
- Where does it arrive?WhatsApp, a call, the website form, Instagram, email…
- Where is it recorded?A list, a spreadsheet, a notebook, someone's memory, nowhere.
- Who owns it?One named person, or "whoever sees it".
- What happens next, and when?A clear next step with a date, or "it depends".
Trace your last five inquiries
| Inquiry | Where did it arrive? | Where was it recorded? | Who owned it? | What happened next, and when? |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 |
Now circle every answer that says "it depends", "whoever sees it" or "nowhere".
The column with the most circles is where things get lost. That's your first thing to fix, before buying any new tool.
Want a second pair of eyes?
Bring your filled-in sheet to a free Business Review. We'll look at it with you and say what we'd fix first. Read why this works.