How to use this resource
- Write down your business type and the challenge you want to discuss.
- Note the systems you use and the reports available.
- Describe what a useful outcome would look like.
- Keep sensitive records private until a suitable sharing method is agreed.
Before you begin
No document is required to make an initial inquiry. Do not send passwords, card details, payroll records or customer personal data.
Make it your own
Adapt the fields and questions to your business. Use your own definitions, figures and objectives rather than treating a blank template as a prescribed answer.
Discuss your operating priorities