How would you describe your current offer?
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A. I have too many ideas and no real structure yet
B. I have a signature offer but it's not organized in a system
C. My offer is solid and I'm starting to scale it
D. My offers run with ease, even when I step back
What best describes your current client systems?
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A. I’m manually sending everything (invoices, reminders, DMs)
B. I use a few tools but it’s still messy and overwhelming
C. I have some automation in place, but I still do too much
D. My systems run like clockwork, and I barely touch admin
How consistent is your lead flow or sales process?
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A. Unpredictable. I rely on referrals or energy spurts
B. I’m trying strategies but nothing’s working consistently yet
C. I attract leads regularly, but want more automation
D. My sales process is fully mapped and mostly automated
How does your business feel energetically?
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A. Chaotic. I’m overwhelmed or second-guessing constantly
B. Heavy. I’m carrying too much alone
C. Busy, but I’m seeing traction
D. Spacious. I work fewer hours and focus on my zone of genius
Which statement feels most true about your CEO mindset?
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A. I still feel like I’m figuring things out daily
B. I’m stepping into leadership but need more clarity
C. I’m learning to delegate and own my vision
D. I lead confidently, with systems and space to grow
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