Culture & Direction
When you're out sick for a day, what happens to client work?
Waits for me
Staff handle basics, escalate most
Continues, only exceptions come to me
Team runs the day without a second thought
Culture & Direction
Could your team explain your firm's direction for the next 12 months?
No defined direction
I know it, haven't shared it
Leads/senior staff could explain it
Everyone could explain it
Ideal Client Mastery
How would you describe your ideal client?
Take whoever calls
Rough idea, don't screen
Defined profile, mostly stick to it
Documented, team screens against it
Ideal Client Mastery
How often do you take on a client who isn't a great fit?
Regularly
Sometimes
Rarely
Almost never, refer out on purpose
Pricing & Positioning
When did you last raise your fees?
Can't remember
2+ years ago
Within the last year
Reviewed on a set schedule
Pricing & Positioning
How confident are you explaining pricing to a client who pushes back?
Usually cave/discount
Uncomfortable but hold the line
Can explain the value clearly
Value is obvious upfront
Team & Delegation
When you delegate a task, what usually happens?
I redo it or take it back
Done, but I check closely
Done well, occasional review
Fully owned, I don't think about it
Team & Delegation
Do you have written protocols for core processes?
No, it's in my head
A few exist, outdated
Most are documented
Documented and team is trained on them
Systems & Scale
If you added 50 new clients tomorrow, what breaks first?
Everything
Me, I'd do the extra work myself
One or two bottlenecks
Nothing specific, we have room
Systems & Scale
How much of your business runs on systems vs. your memory?
Almost entirely memory
Mix, I'm still the fallback
Mostly systems, I oversee
Systems run it, I could step away for weeks
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