1️⃣ Vision & Direction

How clear is your long-term business strategy?

I’m focused on surviving month to month

I have general goals, but no clear roadmap

I’ve set revenue and growth goals for the year

I have a written strategic plan and track progress quarterly

2️⃣ Operations & Systems

How well are your daily operations documented and repeatable?

Nothing’s documented — it’s all in my head

We have some checklists or recurring tasks

We follow a few consistent systems

Everything runs on written processes or automation

3️⃣ Team & Delegation

How dependent is your business on you personally?

100% — I do almost everything

I delegate small tasks but still handle most of it

I trust my team to run day-to-day operations

My business runs smoothly without me

4️⃣ Marketing & Visibility

How do customers usually find you?

Word of mouth only

Some referrals and social posts

We get leads from our website or ads

Marketing and reviews bring in consistent new business

5️⃣ Financial Clarity

How often do you review financial reports (income, cash flow, projections)?

I don’t have regular financial reports

I check my bank account occasionally

I review financials monthly

I have up-to-date reports and forecasts for planning

6️⃣ Automation & Technology

How automated are your communication and workflows?

Everything is manual — texts, calls, and follow-ups

We use a few tools but they don’t connect

Some automation is in place (emails, scheduling, reminders)

Our business uses automation for leads, tasks, and reporting

7️⃣ Online Presence

How strong is your online reputation and visibility?

We have little or no online presence

We have a website but don’t get traffic

We get occasional leads from search or reviews

We rank locally, have good reviews, and consistent content

8️⃣ Time Freedom

How much time do you spend working on your business strategy?

Almost none — I’m always putting out fires

Occasionally, when things slow down

Weekly, when I can step away from the grind

I schedule time weekly to plan and lead

9️⃣ Customer Experience

How consistent is your customer journey?

Every client experience is different

We try to keep it consistent but depend on staff memory

We use templates or automation for communication

Every customer gets the same professional, automated process

🔟 Leadership & Mentorship

Who holds you accountable for your business goals?

No one — I do it all alone

I talk with friends or peers about it sometimes

I have a business mentor or group I check in with

I have regular accountability and performance reviews

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