PEACEFUL PROFIT AUDIT™

INTAKE FORM

I'm so glad we're working together!

Important: This form includes system access setup. I need view-only access to your systems to conduct your audit. Without access, I cannot provide the specific insights you're paying for.

All access is:

✓ View-only/Read-only (I cannot make changes)

✓ Temporary (you can revoke after our call)

✓ Confidential

Please complete this form and grant access within 24-48 hours so I have adequate time to complete your audit.

Full Name

Business Name

Website / Instagram

💼 About Your Business

What do you sell / offer?

What's your business model?

Other (business model), please describe

How long have you been in business?

What is your current annual revenue?

🏠 Where Your Data Currently Lives

Financial/Accounting System

Other (financial system), please list

How current is your financial data?

Payment Processing

Other (payment processing), please list

Marketing/Analytics Tools

Other (analytics), please list

Customer/Client Management

Other (client mgmt), please list

Project/Operations Management

Other (project mgmt), please list

👀 Your Current Visibility Gaps

Can you answer this question right now: "What's my most profitable offer?"

Can you answer this question right now: "Which marketing channel brings in the most revenue?"

Can you answer this question right now: "Can I afford to hire a $3K/month contractor?"

How often do you currently look at your financial data?

🤺 Your Biggest Challenges

Complete this sentence: "I can't answer _______________ without opening five different apps and doing mental math."

What financial question keeps you up at night?

Where do you suspect money might be leaking? (subscription creep, underperforming ads, low-margin offers, etc.)

What decision are you trying to make right now that requires clearer data? (Examples: Should I hire? Can I afford this investment? Which offer should I focus on? Should I close down this marketing channel?)

🥅 Your Goals for this Audit

If you could wave a magic wand and have ONE thing about your data fixed, what would it be?

What does "Money Peace" mean to you personally?

Have you taken the Peaceful Profit Assessment? If yes, what was your score?

🗝️ System Access Setup

IMPORTANT: I need view-only access to conduct your audit. Please grant access within 24-48 hours of submitting this form.

If you need help with any of these, I'll send detailed instructions immediately after you submit this form.

FINANCIAL SYSTEM ACCESS:

Based on your answer in the financials section, please grant access:

If you use QuickBooks Online:

Go to: Settings (gear icon) → Manage Users → Invite Accountant
Email: jen@operationalmagic.com
Role: Accountant (this is view-only)
Click "Save"

If you use Xero:

Go to: Settings → Users → Invite a User
Email: jen@operationalmagic.com
Role: Advisor (view-only)
Click "Invite"

If you use Wave:

Go to: Settings → Invite a Colleague
Email: jen@operationalmagic.com
Permissions: Accountant Access (view-only)

If you use FreshBooks:

Go to: Team Members → Invite Team Member
Email: jen@operationalmagic.com
Role: Accountant (view-only)

If you use QuickBooks Desktop or other:

Select this option and I'll send specific instructions via email.

If you use Excel/Google Sheets:

Share the file with jen@operationalmagic.com (view-only access)

Financial System Access

Reason Financial System Access Not Provided

PAYMENT PROCESSOR ACCESS:

Based on your answer in the payment processor section, please grant access:

If you use Stripe:

Go to: Settings → Team → Invite Team Member
Email: jen@operationalmagic.com
Role: View Only
Click "Send Invite"

If you use PayPal:

Export last 3 months of transactions
Email reports to: jen@operationalmagic.com
(I'll send format instructions after you submit this form)

If you use Square:

Go to: Account & Settings → Team → Invite Team Member
Email: jen@operationalmagic.com
Permissions: Reports Only

If you use Shopify:

Go to: Settings → Users and permissions → Add staff
Email: jen@operationalmagic.com
Permissions: Orders, Customers, Analytics (view-only)

Payment Processor Access

GOOGLE ANALYTICS ACCESS:

If you use Google Analytics:

How to grant access:

Go to: Admin (bottom left gear icon)
Select your Property
Click: Property Access Management
Click: + (Add Users)
Email: jen@operationalmagic.com
Permissions: Read & Analyze (uncheck Edit and Manage)
Click "Add"

Google Analytics Access

AD PLATFORM ACCESS:

If you run paid ads:

Facebook/Instagram Ads:

Go to: Business Settings (business.facebook.com)
Click: People → Add People
Email: jen@operationalmagic.com
Assign to Ad Account(s)
Role: Analyst (view-only)
Click "Invite"

Google Ads:

Go to: Tools & Settings → Access and Security
Click: + button
Email: jen@operationalmagic.com
Access Level: Standard (Read-only - uncheck all edit permissions)
Click "Send Invitation"

LinkedIn Ads:

Go to: Account Settings → Manage Access
Click: Add User
Email: jen@operationalmagic.com
Role: Viewer
Click "Add"

Ad Platform Access

CRM/CLIENT DATA ACCESS:

Based on your answer in the client data access section:

If you use HubSpot:

Go to: Settings → Users & Teams → Create User
Email: jen@operationalmagic.com
Permissions: "View Only" or "Sales" with read-only permissions
Click "Create User"

If you use Salesforce:

Go to: Setup → Users → New User
Email: jen@operationalmagic.com
Profile: "Read Only" or "Standard User" (no edit rights)

If you use Dubsado/HoneyBook:

Select "Need help" below and I'll send instructions

If you use Spreadsheets:

Share Google Sheet or Excel file with jen@operationalmagic.com (view-only)

CRM/Client Data Access

BUSINESS BANK ACCOUNT ACCESS:

Read-only bank access provides the most accurate cash flow analysis. This is optional but gives much deeper insights.

Most banks offer read-only access through:

Plaid (secure third-party read-only access)
Bank's native "view-only" user access
Exported statements (last 3-6 months)

Business Bank Account Access

Anything Else I Should Access?

Do you have any other systems with financial or business data I should review? (Examples: Email marketing platform with revenue data, course platform with sales, membership platform, etc.)

If yes, I'll send instructions on how to grant view-only access.

☑️ Final Questions

What are you most excited about getting from this audit?

Is there anything else I should know before our call?

🤝 Your Commitment

By submitting this form, I understand:

✔️ I will grant view-only access to my systems within 24-48 hours

✔️ The audit cannot begin until access is granted

✔️ All access is temporary and can be revoked after our call

✔️ Jen operates under strict confidentiality

Excited to dive into your data and show you what you've been missing!

~ Jen

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