Abundant Business Assessment

This assessment evaluates the six essential pillars of a business:

Self
Sales
Marketing
Finance
Team
Operations

Each question is scored, and the total score determines the level of abundance in your business. The goal is to identify strengths and opportunities for improvement, leading to actionable next steps for growth.

Scoring Key

80–100: Highly Abundant – Your business is thriving. Focus on sustaining and scaling success.

60–79: Moderately Abundant – On the right path. Prioritize refining systems and filling gaps.

40–59: Needs Focus– Foundational improvements are needed. Focus on weak pillars to grow.

0–39:Foundational Stage – Build from the ground up with tools, coaching, and education.

There are 6 sections for this assessment with three questions each. You will receive your score immediately after you complete the assessment.

Pillar 1: Self (15 points total)

How much time do you spend working in the business weekly? *

0–40 hours

41–60 hours

More than 61 hours

Can the business run without you?

Cannot run without me for a single day

Can run without me for 1 week to 1 month

Can run without me for multiple months

Can run without me at all times

How would you rate your mindset and physical health? Be 100% HONEST here. *

Overwhelmed, stressed, and neglecting health

Managing stress but inconsistent with health practices

Balanced mindset and consistent focus on health

Pillar 2: Sales (15 Points Total)

How trained is your sales team with a documented sales system? *

No system or training in place

Partially documented system and inconsistent training

Fully documented system with regular training

Do you know your conversion rate? *

We don’t know our conversion rate

Conversion rate is under 20% or inconsistently tracked

Conversion rate is consistently over 60% and tracked

Do you have an annual sales plan? *

No sales plan in place

Basic revenue goals without a detailed plan

Fully documented annual sales plan across all revenue streams

Pillar 3: Marketing (15 Points Total)

Do you have a solid marketing plan? *

No plan in place

General strategy, but not documented or fully executed

Fully documented and consistently executed marketing plan

Is your team trained to generate and track leads? *

No training or lead-tracking system

Partial training with inconsistent lead tracking

Fully trained team with consistent lead tracking

Do you focus on retention and increasing average dollar sales? *

No retention or upselling plan

Occasionally work on retention or upselling

Fully documented plan with retention and upselling metrics

Pillar 4: Finance (15 Points Total)

Do you have a fully documented budget? *

No budget in place

Basic budget with minimal detail or reviews

Detailed, regularly reviewed budget

Do you have a competent bookkeeper, CPA, and tax plan? *

No financial professionals or tax plan

Some support, but no consistent reviews or tax planning

Fully competent team with tax plan and monthly reviews

Do you know your Success Breakeven Point? *

We only know a basic breakeven point

We have a general idea, but it’s not detailed

We know our success breakeven, including profitability and salaries

Pillar 5: Team (20 Points Total)

Do you have a documented organizational chart? *

No chart in place

Basic chart with limited detail

Complete chart with growth projections

Are roles and responsibilities clearly defined with metrics? *

No documentation of roles or metrics

Basic role definitions without performance metrics

Fully documented roles with performance metrics

Do you have a communication plan including strategy, operation, and culture meetings? *

No formal communication plan

Inconsistent communication processes

Fully documented communication plan in all 3 areas (strategy, operations, and culture)

Pillar 6: Operations (20 Points Total)

Do you have a documented client journey? *

No documentation of the client journey

Partially documented client journey

Fully documented and regularly reviewed client journey

Is your team trained on the client journey? *

No team training on the client journey

Some team members trained, but inconsistently

Entire team is trained and understands the client journey

Do you have a functioning operating system with metrics? *

No operating system or metrics in place

Basic system with limited metrics

Fully functioning system aligned with organizational objectives

Fill in the information below for instant results.

First Name *

Last Name *

Email *

Website

Last Full Years Revenue