Assessment Form

To help us better understand your goals and how we can support you, please take a few moments to complete this short assessment. Your responses will allow us to provide tailored recommendations that best fit your needs.

Full Name *

Phone *

Email *

Company *

What is your current role in the business? *

Owner/Founder

Director/Manager

Team Member

Freelancer/Sole Trader

Is your business pre or post revenue? *

Pre

Post

How long has your business been operating? *

Less than 1 year

1-3 years

3-5 years

5+ years

What industry do you work in? *

What is your biggest business goal right now? *

Grow revenue

Get more time back

Increase visibility

Improve systems

What is your biggest challenge? *

Lack of time

Lack of leads

Lack of support

Inefficiency

Are you managing a team? *

Yes

Do you currently outsource any part of your business? *

Yes

Are you open to offshore or remote staffing? *

Yes

When would you like to get started? *

ASAP

In 1-2 weeks

In 1 month

In 3+ months

How much time per week do you spend on admin tasks? *

20+ hours

10-19 hours

1-9 hours

0 hours

Do you have documented systems (SOPs) in place? *

Partially

Yes

Are you currently missing deadlines or tasks due to admin overload? *

Often

Sometimes

Rarely

Never

How would you rate the structure of your operations? *

Non-existant

Basic

Structured

Do you currently use any project management tools? *

Occasionally

Yes

Do you delegate admin tasks? *

Occasionally

Yes

Are client communications being missed or delayed? *

Frequently

Occasionally

Rarely

Never

Do you have time to focus on strategy? *

Sometimes

Yes

How quickly are you able to onboard new clients? *

1 week+

3-5 days

1-2 days

Would structured admin support help you grow? *

Maybe

Absolutely

Are you the main person doing lead generation? *

Yes

Sometimes

Do leads sometimes go cold from slow follow-up? *

Often

Sometimes

Rarely

Is your sales pipeline consistent? *

Somewhat

Yes

Do you rely mostly on referrals or networking? *

Yes

Somewhat

Have you missed opportunities due to time constraints? *

Often

Sometimes

Rarely

Would 5–10 extra meetings per month boost revenue? *

Yes

Do you have scripts and lead lists ready to go? *

Partially

Yes

Have you considered hiring sales support? *

Yes, too costly

Yes, open to offshore

Do you use a CRM consistently? *

Sometimes

Yes

Do you want to focus more on closing than chasing? *

Maybe

Yes

How consistent is your social media posting? *

Not at all

Infrequent

Weekly

Daily

Do you have a content calendar or plan? *

Basic

Detailed

Do you have defined brand guidelines? *

Somewhat

Yes

Are you generating leads through online marketing? *

Some

Yes

Do you have a website funnel or landing page? *

In progress

Yes

Have you created regular content in the last month? *

Yes, a few posts

Yes, consistently

Are you currently running paid ads? *

Occasionally

Yes

Are you tracking and measuring your marketing results? *

Partially

Yes

How important is improving your digital presence? *

Not a priority

Moderate priority

Top priority