Everything your business runs on, finally beautiful.
Workspace at The Atelier is a modern luxury platform, built by Inclusive Impact Consulting.
Discovery worksheet
Thank you for choosing Workspace at The Atelier. We’d like to personalize your Workspace and make sure you get the things you need. To do that, tell us what you use to run your business today, and about what you pay for each one each month. A range or an average is fine. Your honest answers help us build the right Workspace for you.
Take your time. If you need to step away, your answers save as you go. Just open this link again on the same computer and the same browser, and you will pick up right where you left off.
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Talking and meeting
Business email
Who provides your business email today? Moving your current email into Workspace is free.
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Talking and meeting
Team chat
How does your team message each other during the day?
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Talking and meeting
Calling and texting clients
How do you call and text your clients?
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Talking and meeting
Video meetings
What do you use for video calls with clients and your team?
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Talking and meeting
Webinars and live sessions
If you host webinars or live sessions, what do you use?
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Your clients and your work
Client contacts
Where do you keep your clients and prospects, with their notes and history?
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Your clients and your work
Organizing your projects and tasks
How do you organize the work you do for each client?
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Your clients and your work
Showing clients their progress
How do your clients see where their project stands?
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Your clients and your work
Your calendar
Which calendar do you live in?
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Your clients and your work
Booking appointments
How do clients book time with you?
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Your clients and your work
Invitations and event sign-ups
If you host events, how do people RSVP or register?
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Your clients and your work
Forms and surveys
What do you use to collect information from clients or staff?
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Money
Invoicing clients
How do you send invoices?
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Money
Getting paid
How do clients pay you?
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Money
Bills, expenses and bookkeeping
What do you use to track what you owe, what you spend and your books?
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Money
Sales tax
How do you work out and keep track of the sales tax you charge?
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Documents and signing
Documents, spreadsheets and presentations
What do you write, calculate and present with?
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Documents and signing
File storage and sharing
Where do your files live, and how do you share them?
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Documents and signing
Signing documents online
When something needs a signature, how do you get it?
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Documents and signing
Proposals and agreements
How do you write and send proposals, contracts and agreements?
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Your people
Timekeeping
How do your people track their hours?
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Your people
Employee records
Where do you keep employee files, such as applications, tax forms and reviews?
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Your people
Payroll
How do you pay your people?
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Your people
Handbook and HR forms
Do you have an employee handbook? Where do you keep offer letters, written warnings and time off requests?
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Your people
Hiring
How do you post jobs and keep track of applicants?
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Your people
Required training for your team
How do your employees complete required training, such as harassment prevention?
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Your people
Who can see what
How do you control which people on your team can see which things?
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Growing and creating
Finding new clients
How do you find new clients and prospects? Impact Leads is an optional add-on to Workspace.
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Growing and creating
Courses you sell or teach
If you teach or sell courses, what hosts them?
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Growing and creating
Social media and posting
How do you plan and post on social media?
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Growing and creating
Your website and link-in-bio
Where does your website live, and where do you send people from social media?
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Growing and creating
Design, photos and video
What do you use to make graphics, edit photos and cut video?
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Growing and creating
Podcasts and audio
If you record podcasts or audio, what do you use?
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Growing and creating
AI assistants
Which AI tools do you use in your work?
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Everything else
Other tools you pay for each month, and about what each costs
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Everything else
What frustrates you most about how you work now?
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Everything else
What would make this a win for you?
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Everything else
Anything else we should know?
All set? Send it to us.
Thank you. We will be in touch to go over what you shared.