Directions- Please read prior to continuing

If you're filling out this audit you've likely already filled out the Uncaged Traction Assessment. This audit is intended to be the follow up, more in depth version with some similar questions but many new topics and questions. There are likely many questions you won't have an answer to or know how to answer- That's OK! Our goal is to expose potential blind spots with this and give our team the ability to point you towards action steps towards reaching your goals and beyond!

Expected time to complete: ~2.5 hours- please keep the tab open if you need to leave and come back to it.

All 1-5 rating scales are 1: lowest, 5: highest.

What is your company's mission statement

What is your company's vision statement?

How is your business "incorporated?"

5 F's- How would you rate each of these areas of life "overall"

Faith

Family

Fitness

Finance

Fulfillment

For the lowest two ratings above, describe what it would look like to improve in that area? What steps can you take to make those improvements?

Mindset and Personal Development

Which 2 areas of life cause you the most stress?

How would you currently rate your stress in business? *

How would you currently rate your overall stress? *

Which areas (choose 3) do you primarily focus on when focusing on your mental health/personal development?

Describe what you do for your mental health (i.e. self-care and/or wellness) and personal development on a week to week basis. *

Do you have an individual purpose statement? If so what is it?

How do you set appropriate boundaries in your life?

What does being "UNCAGED" look like to you in these areas? (Financial, Relational, Professional, Spiritual)

Marketing and Attraction

Why does your business have to exist in 1-2 sentences? *

How would your clients describe what you do and what solution you provide? Ask one and write what they say

How comfortable are you sharing what you do in 30 seconds? *

How comfortable are you sharing what you do in 5 minutes?

How comfortable are you sharing what you do in 10 minutes?

How many leads per month do you get? *

How many leads per month do you need to reach your ideal schedule or revenue goals?

How many clients per month do you currently see in the business? *

What are the top 3 marketing strategies you utilize?

Describe in detail the marketing funnel used for your top three marketing strategies

What is the cost per lead in your business? (time or financial)

What do you feel is the number 1 thing that has held you back in attracting clients into your business? *

What percentage of the leads that you get each month convert into clients? *

Describe in detail your script for your first contact with a lead

How do you "package" the solution that you sell? *

Per Session

Packages

Plan of Cares

Memberships

How would you rate yourself in your ability to sell a new plan of care to clients? *

How would you rate yourself in your ability to sell to clients on an ongoing basis? *

Describe your pricing structure *

How did you determine the price you charge?

Describe in detail your evaluation process

Do you have a systematic approach or process to solving people's problems? If so, describe it.

What upsell offers/services do you have? *

What are your top 3 things that set you apart from your competitors? *

Key Differentiator 1
Key Differentiator 2
Key Differentiator 3

What is your average number of visits per client? *

What percentage of your clients complete a full plan of care?

What other problems do discharged clients have that you have the ability to solve?

What “add ons” do you include to improve the value and experience of your standard offer? *

Describe your training process to add another provider in your business to maintain quality

Do you have a financial plan for your business? If so, what is it? *

What are the primary KPIs (Key Performance Indicators) you measure? *

How regularly do you measure your KPIs (Key Performance Indicators) *

What percentage profit does your business maintain?

What is the largest cost in your business?

What productivity markers do you measure for yourself or employees?

What do you want your practice to look like in 5 years? *

Are there any other members of your team (if so who) or do you work alone? *

Describe your process of finding and onboarding a new employee

How would you determine if someone is a good fit to hire for your business?

What are the top 3 tasks that only you can do in your business?

what percentage of time is spent doing the above tasks?

What are the top 3 tasks that you wish you could automate or delegate in your business?

How much time do the above tasks take on a weekly basis?

What is your "exit plan" for your business?

I agree to receive follow up text messages and emails based upon the answers provided above.