Small Business Audit
About this template
### The 9-step Small Business Audit will help you gain insights to: - Evaluate and refine your business strategy for sustainable growth; - Optimize your client management and service delivery processes; - Boost productivity and streamline your workflow; - Enhance your marketing efforts for better reach and engagement; - Improve your sales strategies and conversion rates; - Streamline your business operations for increased efficiency; - Improve your financial management practices; - Expand your professional network and build strategic partnerships; - Identify skill gaps and create a personal development plan. ### This Small Business Audit is ideal for: - Small business owners seeking growth — If you're looking to scale your business or improve overall performance, this audit provides a structured approach to assess and optimize your operations; - Freelancers and solopreneurs — Whether you're just starting out or looking to take your business to the next level, this template helps you align your efforts with best business practices; - Entrepreneurs feeling overwhelmed — If you're juggling multiple aspects of your business and need a clearer picture of where to focus, this audit process provides the clarity and direction needed; - Business coaches and consultants — Use this template to guide clients through a comprehensive business assessment and improvement process. ### What's included in the Small Business Audit Notion Template: - A 9-step Business Audit process spread across multiple interactive pages; - Prompts to assess and refine your business strategy; - Prompts to evaluate your client management and service delivery; - Prompts to evaluate and optimize your time management; - Prompts to assess and improve your marketing efforts; - Prompts to analyze and improve your sales processes; - Prompts to evaluate and streamline business operations; - Prompts for financial health assessment and planning; - Prompts to evaluate your strategies for effective networking and partnership building; - Prompts for personal skill development and professional growth. This comprehensive audit template empowers you to take a holistic look at your business, identify areas for improvement, and create actionable plans for growth and success.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
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When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
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Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
