Assessment Quiz

Take our quick 15-question assessment to discover where your business stands and how you can save time, streamline operations, and grow faster. In just a few minutes, you’ll get a score and personalized steps to help you scale with confidence.

First Name *

Last Name *

Email *

Phone *

1. Do you currently respond to new customer inquiries within 10 minutes during business hours? *

Always

Usually

Sometimes

Rarely

Never

2. Are you spending more than 2 hours per day on repetitive administrative tasks? *

Always

Usually

Sometimes

Rarely

Never

3. Do you have a system that automatically follows up with leads who don't respond?

Always

Usually

Sometimes

Rarely

Never

4. Are you manually entering the same customer information into multiple systems?

Always

Usually

Sometimes

Rarely

Never

5. Do you find yourself working evenings or weekends just to keep up with administrative tasks?

Always

Usually

Sometimes

Rarely

Never

6. Are appointments typically scheduled through back-and-forth emails or phone calls?

Always

Usually

Sometimes

Rarely

Never

7. Do you struggle to stay in regular contact with past customers for repeat business?

Always

Usually

Sometimes

Rarely

Never

8. Are you spending significant time each week creating invoices and following up on payments?

Always

Usually

Sometimes

Rarely

Never

9. Do you have clear visibility into which marketing efforts bring in customers?

Always

Usually

Sometimes

Rarely

Never

10. Are you able to consistently deliver quality service when busy or short-staffed?

Always

Usually

Sometimes

Rarely

Never

11. Business size/situation

Solopreneur, Small team (2–5)

Growing team (6–20)

Established business (20+)

Multiple locations

12. Desired Reality (12-Month Goal)

Work fewer hours

Grow revenue

Scale business

Improve operations

13. What challenges are preventing you from streamlining?

Time management

Cash flow

Hiring, Marketing

Systems & tools

Training

Delegation

14. Preferred Implementation Approach

DIY resources

Done-with-you coaching

Done-for-you services

Not sure yet

Additional Info – Biggest Operational Challenge