Offer

Have you created a unique solution or system that consistently delivers outstanding value to your clients?

Not at all – my offerings feel scattered, and clients don’t see consistent value.

Somewhat – I have an idea, but it’s not clear or consistently delivering results.

Mostly – I’ve developed a solution that works but could use refinement.

Absolutely – my solution is well-defined and delivers excellent value every time.

Question 1 of 18

Are you proud of the results you’re achieving with your ideal clients and excited to share their success stories?

Not at all – I feel disconnected from my work and its impact.

Rarely – I’m sometimes proud, but I often doubt the results I provide.

Mostly – I feel good about my work, though there’s room for improvement.

Absolutely – I’m deeply proud of the results I achieve with clients.

Question 2 of 18

Do you feel excited and energized when working with your current clients?

No – I often dread client interactions or feel drained by them.

Sometimes – I have a few clients I enjoy, but others feel like a burden.

Mostly – I like working with my clients, though not every interaction feels inspiring.

Completely – I love my clients and feel energized by our collaboration.

Question 3 of 18

Leads

Is there a steady stream of clients that comfortably meets or exceeds your business needs?

No – I struggle to find enough clients to sustain my business.

Not quite – I have clients, but I worry about sustaining my pipeline.

Almost – I have a good flow of clients but want more consistency.

Yes – I have more than enough clients to meet or exceed my needs.

Question 4 of 18

Is your marketing streamlined, requiring minimal time and effort to grow your business?

No – I spend most of my time on marketing, with little return.

Not really – I put in a lot of effort, but the results are inconsistent.

Mostly – My marketing is efficient, though I still tweak things occasionally.

Absolutely – My marketing is nearly automated and consistently effective.

Question 5 of 18

Do you have systems in place that bring in new leads and clients without manual input?

Not at all – I rely solely on manual outreach to find clients.

Rarely – I have a system, but it doesn’t work reliably.

Mostly – My systems work well but need some attention to perform consistently.

Completely – My systems bring in leads and clients effortlessly.

Question 6 of 18

Sales

Could you confidently and quickly replace a client within a couple of days?

Not at all – I have no backup if I lose a client.

Rarely – It takes me weeks to replace a lost client.

Mostly – I can usually replace clients within a week or so.

Absolutely – I can predictably replace a client in 48 hours if needed.

Question 7 of 18

Do you rely on consistent, evergreen sales rather than stressful launches?

Not at all – My sales depend on launches and constant promotion.

Sometimes – I mix evergreen and launches, but the latter feels stressful.

Mostly – Evergreen sales work for me, though I still launch occasionally.

Absolutely – My sales are fully evergreen, happening all year long with ease.

Question 8 of 18

Are you consistently achieving your income goals on time?

No – I often fall short of my financial targets.

Rarely – I hit my goals sometimes, but not consistently.

Mostly – I achieve most of my goals, though not always on time.

Yes – I consistently meet or exceed my income targets on schedule.

Question 9 of 18

Onboarding

Can you take extended vacations knowing your business will thrive in your absence?

Not at all – My business wouldn’t survive without me.

Rarely – I could leave for a few days but not weeks.

Mostly – My business would run fine, but growth might slow.

Absolutely – My business thrives and grows even when I’m unplugged.

Question 10 of 18

Are you spending most of your work hours on what you excel at and enjoy?

Not at all – My time is spent on tasks I dislike.

Rarely – I do some enjoyable work, but it’s overshadowed by other tasks.

Mostly – I focus on what I enjoy, though some tasks still drain me.

Absolutely – I spend my days in my “zone of genius,” doing what I love.

Question 11 of 18

Do you have a smooth and efficient process for onboarding new clients?

Not at all – My onboarding process is inconsistent and time-consuming.

Rarely – I have some steps in place, but it still requires a lot of manual effort.

Mostly – My onboarding process is structured, though minor inefficiencies remain.

Absolutely – My onboarding is seamless, automated, and delivers a great client experience.

Question 12 of 18

Delivery

Are you able to maintain clear boundaries and fully disconnect from work during your personal time?

Not at all – my business consumes my thoughts, even outside work hours.

Rarely – I occasionally disconnect but often think about work during personal time.

Mostly – I manage to set boundaries, though work sometimes spills over.

Absolutely – I fully unplug during personal time and feel at peace with my boundaries.

Question 13 of 18

Do your course buyers feel satisfied, with refund requests staying at a minimum?

Not at all – I get frequent refund requests or complaints.

Rarely – Refunds are an issue, but only with certain buyers.

Mostly – Refunds are rare, though I still get occasional issues.

Absolutely – Refunds are almost non-existent because buyers love my courses.

Question 14 of 18

Are your courses achieving high profitability, generating significant income while scaling effortlessly?

Not at all – My courses either don’t sell well or aren’t profitable.

Rarely – I make sales but struggle to scale profitably.

Mostly – My courses are profitable, though scaling feels challenging.

Absolutely – My courses are highly profitable and scale easily.

Question 15 of 18

Data

Can you accurately forecast this month’s profits?

Not at all – My income feels unpredictable.

Barely – I have a rough idea, but it’s not reliable.

Mostly – I can predict within a small range, though not perfectly.

Absolutely – I know almost exactly how much profit I’ll make.

Question 16 of 18

Are you confident in forecasting your revenue six months from now?

Not at all – I don’t have a clue what my income will look like.

Rarely – I could guess, but it might be way off.

Mostly – I can predict within a reasonable range.

Absolutely – My forecasts are highly accurate and reliable.

Question 17 of 18

Do you feel in control of your annual profit goals?

Not at all – Annual goals feel like a shot in the dark.

Rarely – I set goals but often fall short.

Mostly – I usually meet my goals but with some uncertainty.

Absolutely – I meet my annual profit goals predictably and with confidence.

Question 18 of 18