Business Audit Intake
About this template
This intake template helps consultants and coaches collect the information needed to assess a client's business. It covers revenue and lead metrics, systems, offers and pricing, marketing assets, KPIs, access coordination, supporting files, and audit priorities.
Who it’s for
- Business consultants preparing a client audit
- Coaches reviewing a client's growth strategy
- Service businesses assessing marketing and sales operations
- Advisors gathering information before an operational review
When to use it
- Before a business, marketing, sales, or operations audit
- Before an initial audit kickoff call
- When requesting website, funnel, analytics, and marketing asset links
- When collecting account access instructions and supporting reports
Customization tips
- Make the website, business goals, and desired audit focus required when they are essential to your process.
- Add industry-specific metrics or benchmarks relevant to the audit.
- Adjust the tool list to match the platforms your clients commonly use.
- Specify the reports and file formats clients should upload.
- Explain how clients should grant account access without putting passwords in the form.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Business Audit Intake
Business Overview
Share the business context and website we should use for the audit.
Confirm the business or brand name that should appear in the audit deliverable.
Main site we'll review for conversion, messaging, and analytics.
Current Business Snapshot
Share your top-level metrics and offerings so we can benchmark performance and identify quick wins.
Select the main way you generate revenue.
Rounded to the nearest dollar. This helps prioritize recommendations.
Number of new leads or discovery calls you receive per month on average.
If unknown, provide your best estimate. This helps assess sales effectiveness.
List your most important strategic goals so the audit aligns with them.
Systems, Tech & Tools
Share the core systems you use for marketing, sales, delivery, and operations.
Select the platforms you actively use.
Share the platform name and the username or email tied to each account. Do not include passwords.
Helps us decide whether to review campaigns and ad spend.
Offers, Pricing & Client Journey
Details about your core offers, pricing, and how clients move from lead to billing.
List key packages, price points, and any payment plans.
How do leads typically become paying clients? Include common touchpoints.
Knowing if processes are documented helps us spot operational inefficiencies.
Marketing Assets & Messaging
Share the assets and brand messaging we should review (web copy, lead magnets, case studies).
Briefly describe who you serve and how you position your services in the market.
Paste the direct links to the pages you want included in the audit.
Links to social platforms you actively use for marketing.
Approximate monthly spend to help assess ROI and scale opportunities.
Performance & KPIs
Provide the key metrics and reporting cadence so we can evaluate performance accurately.
List the metrics you monitor regularly and how you define them.
Understanding reporting cadence helps us tailor recommendations.
Tell us the pain points you'd like the audit to prioritize.
Files & Supporting Documents
Upload any documents, reports, or marketing assets that will help with the audit. Do not include passwords or login credentials.
Optional: Upload one-pagers, strategy docs, or business plans (PDF, DOCX).
Optional: Google Analytics/GA4 exports, ad reports, or revenue spreadsheets.
Optional: ZIP or PDFs of lead magnets, sample emails, or ad creatives.
Tell us how we should request or receive the appropriate access. Do not include passwords.
Timing and Priorities
Share your preferred timing and the areas you'd like us to prioritize.
Pick a date/time window for a 30–45 minute kickoff to review goals and provide context.
Choose the primary area you want the audit to concentrate on.
Anything else we should know before starting the audit. Optional.
