This Free Assessment will only take a few minutes. You will get your results, and free plan at the end. Choose 1 Answer For Each Question.

How clear is your company’s vision documented and communicated to your team? *

No clear vision.

It’s in my head, not written.

Written down but rarely shared.

Documented, shared, and reviewed.

If you took a 30 day vacation, what would happen to your business? *

It would collapse.

Major issues but survive.

It would stall but not collapse.

It would run and grow without me.

Do you have SOPs (standard operating procedures) for core business tasks?

None.

A few, inconsistent.

Most tasks documented but not followed.

Fully documented and followed.

How often are you finding yourself solving the same problem more than once?

All the time.

Weekly.

Occasionally.

Rarely.

How centralized are your tools and your communication?

Everyone uses their own methods.

A few shared tools, mostly scattered.

One main system, some gaps.

Fully centralized in one streamlined system.

Where do most of your leads come from currently?

Random referrals only.

Word of mouth, inconsistent.

One reliable channel.

Multiple predictable, scalable channels.

How consistent are your monthly sales?

Totally unpredictable.

Sometimes consistent.

Usually consistent, a few dips.

Predictable and steadily growing.

Do you have a repeatable and measurable sales process?

No process, I wing it.

Rough outline, not documented.

Documented but not always followed.

Clear, repeatable, tracked process.

How do you currently track company finances?

Just check my bank balance.

Spreadsheets, irregular.

Accounting software, occasional use.

Reports reviewed regularly for decisions.

Do you separate your personal and your business finances?

No separation.

Some separation, not consistent.

Mostly separate accounts.

Fully separate with budgets in place.

Do you know your company's profit margins and break-even point?

No idea.

Rough guess.

Somewhat calculated.

Fully know and use them in decisions.

How often are you able to delegate a task successfully?

Never.

Rarely works.

Sometimes works.

Always works without revisiting.

How dependent is the business on you personally?

100% dependent.

Mostly dependent.

Somewhat independent.

Runs smoothly without me.

If your top employee decided to leave tomorrow, what would happen?

Disaster.

Huge disruption.

Manageable disruption.

Systems cover the role with ease.

How much of your time is spent working inside of the business vs working on the business?

Almost all in.

Mostly in, some on.

Balanced between both.

Mostly on, little in.

How scalable are your current systems right now?

Not scalable at all.

Would break with growth.

Could handle moderate growth.

Designed to scale easily.

How predictable is your business revenue and growth?

Completely unpredictable.

Sometimes unpredictable.

Usually unpredictable.

Highly predictable and planned.

If your business revenue doubled this year, what would happen?

Total chaos.

Serious struggles.

Challenging but manageable.

Exciting — systems would support it.

Have you ever measured your business as an asset (sellable value)?

Never thought about it.

Rarely, only revenue focused.

Sometimes, but not calculated.

Yes, I know and track its value.

How often do you review to make improvements to your systems and strategy?

Almost never.

Occasionally when problems arise.

Regularly, but not structured.

On a set schedule, always improving.

What is your average monthly revenue?

Less than $20,000

$20,000–$50,000

$50,001–$100,000

$100,001+

How many clients/customers do you serve each month on average?

Fewer than 10

10–50

50–75

100+

How ready are you to invest into your business right now?

Not ready — still just trying to figure things out

Somewhat ready — but cautious about committing

Ready — I know I need to invest to grow

Fully committed — I’m already budgeting for growth

How do you currently track customer relationships (CRM, notes, follow-up)?

I don’t track, just try to remember

Notes, spreadsheets, or reminders on my phone

A basic CRM, but not consistent

A full CRM system with automated follow-up

How confident are you in your ability to hit your business goals in the next 12 months?

Not confident at all

Somewhat confident

Mostly confident

Extremely confident with a clear plan

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