How many people currently support your business — including contractors like your bookkeeper, graphic designer, website designer, copywriter, social media manager, videographer/photographer, accountant, or co-facilitators — not just employees?"

Support People *

Just me

1-2 People

3-5 People

6+ People

How comfortable are you with delegating important tasks, projects and processes?

I delegate, then re-check, potentially rewriting what comes back

I can let go, but there's a knot in my stomach until it's done

I hand it off and trust it — my energy goes elsewhere

Delegating is how I create space to think — I'm actively looking for what to hand off next

How long have you had consistent business revenue?

(Consistent doesn't mean flat revenue, launches and bigger months are normal. We mean you've covered your baseline — enough to pay yourself and cover costs — every month, without a complete dry spell.)

Less than 6 months

6-12 months

1-3 years

3+ years

When thinking about hiring, what's your primary concern, the one that weighs on you the MOST and ultimately impacts your ability to move forward? (No doubt all of these are a factor at some point)

Finding the right person

Time investment to train and manage

Financial investment required

Maintaining quality and standards

Knowing what and how to delegate

Wondering if I'm the problem / too hard to help

Does your current or future practice manager manage or coordinate anyone else within your business/ practice?

Do they manage or coordinate anyone else in your Business / Practice? *

No — they don't coordinate with anyone else

They liaise with a contractor or two on specific tasks, but don't manage them

They coordinate multiple contractors/specialists to keep deliverables moving

They directly oversee a VA or junior team member — onboarding, priorities, accountability

They lead a growing team of contractors/facilitators as the business scales

Client-facing responsibility: What's or will be their role with your clients?

Client-facing responsibility: What's their role with your clients? *

None — fully internal/admin-facing

Routine client comms only (scheduling, confirmations)

Owns onboarding, retention touchpoints, and event/delivery logistics

Face-to-face brand representative — owns delivery quality and real relationships, not just logistics

Client/community experience is a core strategic capability they own end-to-end

Strategic input: How involved are they or will they be in shaping direction with you, not just executing it?

Not at all — pure execution

Turns my ideas into content/deliverables, doesn't shape strategy

Gives feedback on plans when asked; implements approved strategy

Leads specific initiatives and feeds directly into strategic plans

Actively shapes strategy with me regarding projects, pricing, priorities

Operational ownership (CRM/finance/systems): How much do they or will they own your core systems?

Not ready for systems or a CRM, so not part of this role for now

Maintains basic existing processes

Manages and troubleshoots processes day-to-day, but doesn't build new ones from scratch

Builds and manages all processes

Design Systems, including automations

How much guidance does someone need from you before a task gets done properly?

How much guidance does someone need from you before a task gets done properly? *

Follows a documented process reliably, but doesn't go beyond what's written down

Handles routine variations using their own judgment, but checks in before deviating from the process

Asks sharp clarifying questions upfront, then executes reliably even without a written process

Owns full visibility of a task's status and dependencies — only escalates what truly needs you

Connects the task to the bigger picture — proactively spots what should be different, not just how to execute it

First Name

Last Name

Email *

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