A. Excitement and confidence — I trust my numbers and my plan.

B. Chaos or overwhelm — the business feels like it’s outrunning me.

C. Disconnect — I’m not even sure if I like what I’m building anymore.

D. I truly don’t know if I’m making money — I spend without very much thought.

E. Neutral/Empowered — overall grounded, just craving refinement.

A. The Overwhelmed Project Manager — juggling everything but not telling me what’s slipping.

B. The People-Pleaser Assistant — always busy, always trying… but not always effective.

C. The Freelancer Who Shows Up “When They Can” — inconsistent, unclear, hard to track.

D. The Team Member in the Wrong Seat — loyal, present, but misaligned with what I actually need.

E. The Trusted Right-Hand Partner — communicates clearly, supports the vision, helps me build things and grow

Question 2

A. Signing a new client or increasing revenue in a meaningful way.

B. Bringing on support or improving a system to give me time back.

C. A clarity moment: realizing something needs to shift for better alignment.

D. Letting go of a person, subscription, or service that was no longer aligned.

E. I don’t know… it’s been a while.

Question 3

A. Definitely not — my business matches my vision and I feel that every day.

B. Not right now — I feel mostly aligned.

C. Sometimes — growth and/or my energy feels slightly off.

D. Often — the workload, delivery, or team doesn’t match my goals.

E. Yes — something big needs to shift right now.

Question 4

A. Pricing — we're leaving money on the table.

B. Leaks — money going out the door (tools, contractors, fees) without generating revenue.

C. Profit clarity — I genuinely don’t know what’s profitable and what isn’t.

D. Misalignment — my time, energy, or resources aren’t supporting my real goals.

E. Honestly, we’re pretty intentional already — I’m just looking for optimization.

Question 6

A. Understanding and using my numbers.

B. Keeping more profit (not just earning more).

C. Managing time, team, and resources wisely.

D. Feeling aligned with the direction of my business.

E. Fine-tuning what already works.

Question 7

Click to edit this text