£295 Independent Small Business Cash and Cost Review

Tell me what is happening before we speak.

This is not a test and you do not need perfect records. The useful answers are the real ones. Short answers are fine where that is all there is to say.

Please do not include passwords, card details, bank login details or sensitive personal information about customers or staff. We only need enough operational context to prepare for the review.

How this information is used. FundingFunnel uses the information you provide to prepare for and deliver the review, communicate with you about it, keep necessary business records and handle any follow-up or service queries. The information is not sold or used for unrelated marketing. See the Privacy Policy for full details.

1. About the business

Your name

Business name

Best phone number

What does the business do? Roughly how many people work in the business?

2. Why now?

What made you book the review now?

Use your own words. It might be one problem or simply the feeling that too much is getting harder to stay on top of.

If one business problem could disappear tomorrow, which one would make the biggest difference?

3. Cash and getting paid

What part of cash flow causes the most pressure or uncertainty? How does getting paid by customers work today, and where does it tend to go wrong or slow down?

4. Suppliers and business costs

How are supplier bills, approvals and payments handled now? Are there recurring business costs, contracts or subscriptions you are unsure about or have not reviewed for a while?

5. Admin

What admin takes more time than you think it should?

Do not narrow it down for us. Tell us what actually eats the time.

Where do you type, copy, chase or check the same information more than once?

6. Sales

Talk me through what happens from a new enquiry to a customer actually buying. Where do enquiries, quotes, follow-ups or decisions tend to stall?

7. What still ends up with you?

Which jobs, decisions, questions or approvals keep coming back to you personally? What work is most likely to be left at the end of the day?

8. Systems and hand-offs

What systems, software or spreadsheets do you rely on most?

Names are enough. You do not need to provide logins or access.

Where does information have to move from one person or system to another?

9. Anything we have missed?

What else would be useful for me to know before the call?

Optional early start. You have a 14-day cancellation period beginning the day after payment. You do not have to ask FundingFunnel to start substantive work during that period.