Is Your Offer Clear Enough to Sell?

Your offer should make it easy for the right person to understand who you help, what you solve and what they should do next.

Can you clearly explain what your business offers in one or two sentences? *

Yes — my offer is clear and easy to explain

Partly — I can explain it, but it often becomes complicated

No — I struggle to describe what I offer clearly

Is it immediately clear who your ideal customer is? *

Yes — we are clear about exactly who we are best suited to help

Partly — we serve a broad audience or have several possible customer types

No — we have not clearly defined our ideal customer

Does your offer clearly communicate the problem it solves and the result it provides? *

Yes — the problem and expected result are clear

Partly — some parts are clear, but the value could be explained better

No — the offer mainly describes features or services

Do you have a clear pathway showing what someone can buy from you first, next and later? *

Yes — we have a clear customer and product pathway

Partly — we have several offers, but they are not well connected

No — we mainly sell one offer or create offers without a clear pathway

Does Your Website Move People Forward?

A website should do more than look professional. It should help the right visitor understand the offer, trust the business and take a clear next step.

Can a new visitor understand who you help and what you offer within approximately five seconds? *

Yes — the message is clear immediately

Partly — the information is there, but visitors may need to search for it

No — the opening message is unclear or too general

Does each important page have one clear primary action for the visitor to take? *

Yes — every important page has a clear next step

Partly — some pages have a clear action, while others have several or none

No — visitors are often left unsure what to do next

Does your website include enough evidence to build trust? *

Yes — strong proof appears throughout the customer journey

Partly — we have some proof, but it is limited or difficult to find

No — there is little evidence supporting our claims

Do you have dedicated pages or funnels for your most important offers? *

Yes — our main offers each have a focused conversion page

Partly — some offers have pages, but the journey is incomplete

No — most offers are promoted through a general website or social media posts

Are Interested People Being Captured?

Every enquiry should enter a system where it can be recorded, tracked and followed up.

Are enquiries from your website, social media, email and phone captured in one organised place? *

Yes — all enquiries enter one central system

Partly — some enquiries are captured, while others remain in separate inboxes

No — enquiries are scattered across different platforms

Do you collect contact details before giving away important free resources? *

Yes — our lead resources are connected to contact capture

Partly — some resources capture details and others do not

No — we give resources away without collecting contact information

Do you know which source or campaign generated each new lead? *

Yes — lead sources are recorded and reported

Partly — we can identify some sources but not consistently

No — we usually do not know where a lead came from

Does every new enquiry receive an immediate acknowledgement or confirmation? *

Yes — every enquiry receives an immediate, relevant response

Partly — some enquiry types receive an automatic response

No — the lead waits until someone manually replies

Are Leads Being Followed Up Consistently?

Most businesses do not lose leads because they lack interest. They lose leads because there is no reliable process after the first enquiry.

Does every lead have a clearly recorded stage in your sales process? *

Yes — every lead is placed into a clear pipeline stage

Partly — some leads are tracked, but the process is inconsistent

No — lead status is mainly remembered or stored in notes and inboxes

Does every active lead have a clear next action or follow-up date? *

Yes — every active lead has a scheduled next step

Partly — important leads are followed up, but others may be forgotten

No — follow-up depends mainly on memory

Do you have automated follow-up for people who enquire but do not immediately book or buy? *

Yes — we have a structured nurture and follow-up sequence

Partly — we send occasional reminders or follow up manually

No — most leads receive little or no follow-up after the first response

Do you continue nurturing older leads who may be ready later? *

Yes — older leads receive useful long-term communication

Partly — we contact older leads occasionally

No — leads are usually forgotten if they do not buy quickly

Is Technology Saving You Time?

Good automation should reduce repetitive administration, improve consistency and support the relationship with the customer.

Have your most repetitive administrative tasks been identified and documented? *

Yes — we know which tasks could or should be automated

Partly — we have identified some tasks but not reviewed the full process

No — we have not formally reviewed repetitive work

Are confirmations, reminders and routine follow-up messages automated? *

Yes — routine communication runs reliably without manual intervention

Partly — some communication is automated

No — most messages are still sent manually

Are you using AI in practical ways that save time or improve delivery? *

Yes — AI is integrated into useful business processes

Partly — we use AI occasionally but without a consistent system

No — we do not currently use AI effectively

Are your systems connected so information moves between them without repeated manual entry? *

Yes — our main systems communicate and share information

Partly — some tools are connected, while others require manual work

No — information is regularly copied between separate systems

Is Your Content Building the Business?

Content should build authority, create interest and direct the right audience towards a clear next step.

Do you publish useful content consistently? *

Yes — we follow a realistic and consistent publishing schedule

Partly — we publish in bursts or when time allows

No — content is irregular or rarely published

Is your content built around the problems, questions and goals of your ideal customer? *

Yes — content is based on clear customer needs and interests

Partly — some content is customer-focused and some is general

No — we often post without a defined audience or purpose

Does most of your content guide people towards a relevant next step? *

Yes — our content has a clear and relevant customer pathway

Partly — some posts contain a useful next step

No — most content ends without directing the audience anywhere

Do you repurpose strong ideas across multiple formats and platforms? *

Yes — one core idea is intentionally developed into several useful assets

Partly — we occasionally reuse ideas or repost content

No — most content is created once and then abandoned

Are You Making the Most of Your Knowledge and Customer Base?

Growth does not always require more leads. It may come from creating a better offer, a new product or a clearer pathway for existing customers.

Have you reviewed whether your knowledge or service could become a product, course, programme or membership? *

Yes — we have assessed and developed suitable product opportunities

Partly — we have ideas but have not fully structured or launched them

No — we have not explored how our expertise could become additional offers

Do you have an appropriate next offer for customers after their first purchase? *

Yes — customers have a clear next step after buying

Partly — we have additional offers, but they are not presented consistently

No — there is usually no structured next offer

Do you have entry-level ways for new customers to experience your business before making a larger commitment? *

Yes — we have a clear entry-level offer or experience

Partly — we have something available, but it is not actively promoted

No — customers must make a significant commitment immediately

Do you regularly review customer feedback, enquiries and recurring questions for new revenue opportunities? *

Yes — customer insights influence our offers and product development

Partly — we notice opportunities but do not review them systematically

No — we rarely use customer feedback to create new offers

Do You Know What Is Actually Working?

Without basic reporting, it is difficult to know what should be improved, stopped or expanded.

Do you know how many new leads your business generates each month? *

Yes — we track lead volume consistently

Partly — we have a rough estimate

No — we do not know how many leads we generate

Do you know what percentage of leads become appointments, customers or sales? *

Yes — we track conversion at the important stages

Partly — we track some results but not the complete journey

No — we do not know our conversion rates

Do you review which marketing channels, campaigns or content generate the strongest results? *

Yes — we regularly compare performance and make decisions from the data

Partly — we review basic results occasionally

No — decisions are mostly based on assumptions or surface-level engagement

Do you regularly review where leads or customers drop out of the journey? *

Yes — we can identify and address important drop-off points

Partly — we notice obvious problems but do not review the journey systematically

No — we do not know where or why people leave

Which area currently concerns you the most? *

Which result would make the biggest difference to your business during the next six months? *

What have you already tried? *

What do you believe is currently stopping the business from growing? *