Section 1 : Business Reality Diagnostic

Choose the answer that best illustrates where you are right now in your business

What happens when you take a full day off from your business? *

It runs smoothly without me

Some things get done, but there's a clean-up when I return

Everyone calls me with questions

Nothing gets done unless I do it

How do you currently track your daily and weekly tasks? *

We have a system everyone follows

I use a calendar or to do list, but it's only for me

It changes weekly and feels disorganized

I mostly just wing and hope I don't forget something

When you assign a task to someone on your team, what usually happens? *

It gets done correctly and on time

I often have to follow up to make sure it's done

I usually end up doing it myself

I don't have a team

Which best describes your financial visibility? *

I know my numbers weekly and have a solid financial system

I check in monthly but don't always understand them

I avoid looking at numbers unless I have to

What financial system?

What's your lead generation and sales strategy? *

It's planned out and tracked regularly

I try different things, but it's not consistent

Mostly word of mouth and even just luck

What strategy? We just hope people show up

How do you handle new client or customer onboarding? *

We have a full system with clear steps and follow ups

It's different every time, but I do my best to make it great

It's rushed or forgotten, I just get them started

We don't really have an onboarding process

What happens during team conflicts or missed expectations? *

We have a process for resolving issues and learning from them

I usually step in to fix it

It creates frustration but we move on

It usually turns into blame or turnover

How often do you review goals or progress toward business growth? *

Weekly or monthly - I am intentional about it

A few times a year

At the start of the year and then I forget

I don't really set clear goals

How would you describe your documentation? *

We have SOPs and guides for all major processes

It's scattered across drives or folders or multiple devices

It's mostly in my head

Documentation? That sounds like a dream

What's your current season of business? *

Scaling - ready to grow with the right systems

Stabilizing - I need to clean up before I expand

Surviving - Just trying to keep it together

Rebuilding - We're changing direction or starting over

Section 2 : Systems Self Score Audit

Score how well your systems are built across all of the system categories

0 = N/A

1 = No System

2 = System exists but is owner-reliant

3 = System is documented but not delegated

4 = Fully documented and delegated system

Team Systems

We have clear job descriptions for every role *

Our team knows their key priorities and tasks each week *

Every employee has KRAs and KPIs tied to their role *

New hires are fully trained through a standard process *

Accountability Systems

We have an accountability org chart *

Everyone knows their "main thing" that drives success to the business *

Tasks and responsibilities have clear owners *

We have a system for handing off or transitioning work *

Productivity Systems

All communication happens in one main hub (like a daily sheet) *

Time tracking exists for tasks or projects *

We have a regular and effective meeting rhythm *

Deep work time is protected (JAM sessions or equivalent) *

Organization Systems

Our files are organized and follow a consistent naming system *

Passwords and access are stored securely *

If I got hit by a bus, someone else could run the business *

There's a single hub that outlines all systems and tools *

Financial Systems

We have a budget and review finances weekly or monthly *

Revenue, expenses, and profit centers are tracked *

We know which products/services are most profitable *

We do regular audits to reduce unnecessary expenses *

Client Systems

Clients are onboarded the same way every time *

We track satisfaction through surveys, reviews, or calls *

We follow up consistently with proactive communication *

Our retention or renewal plan is systemized *

Sales & Marketing Systems

We have a content and campaign calendar *

Lead generation is planned, consistent, and tracked *

Sales scripts, funnels, and conversion paths are documented *

Each offer has its own clear campaign strategy *

HR Systems

Our hiring process is consistent and strategic *

Employee files, contracts, and evaluations are organized *

Payroll is processed without an issue, too much time, and everything is accurate *

Disciplinary Issues and conflicts follow a clear consistent process *

Leadership Systems

I regularly invest in leadership training (myself and team) *

Team feedback and follow through is part of our rhythm *

Vision is shared and cascaded throughout the organization *

We have systems to lead through transitions or challenge *

Goal Systems

We have a clear roadmap for the business *

Goals are reviewed consistently *

Every department knows how their goals contribute *

We have a planning cadence (quarterly/annual reviews) *

Calendar Systems

We have a full business calendar by week, month, quarter, and year *

Tasks are mapped to people and timelines *

Everyone knows when and what they are responsible for *

We review and adjust the calendar regularly *

(PPS) Program, Product, Service Operations Systems

Each ops has a guide/manual and task list *

We analyze profitability by PPS *

We have a process for launching new PPS *

Pricing strategy is reviewed and optimized regularly *

Brand & Culture Systems

Our team is trained on brand values and client experience *

We have community outreach or brand building strategies *

Core values are integrated into hiring and onboarding *

Brand and culture onboarding happens for both staff and clients *

Your Report Is Ready!!!

Input your info to get direct access on the next slide

First Name *

Last Name *

Email *

Phone *

Business Industry *

What Is Your Business Name? *