What best describes your business model?
What best describes your business model?
Solo service provider
Agency or consultancy
Service-Based Business
Brick & Mortar with Online Presence
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Who is your primary buyer right now?
Individuals or Consumers
Businesses or Organizations
Both
Not Clearly Defined
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If a prospect asked what you do, could they explain it accurately after one conversation?
Yes, consistently
Sometimes
Rarely
No
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Which outcome does your offer primarily promise?
More revenue
More time
Less stress
Better health or performance
It depends on the client
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Where do prospects most often get confused or hesitate?
Price
Value
Process
Results
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How are you currently generating leads?
Referrals or word of mout
Organic content or SEO
Paid ads
Outbound or direct outreach
Multiple channels
Inconsistent or unclear
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What typically happens after a qualified prospect shows interest?
They book a call immediately
They enter a nurture or follow-up sequence
We follow up manually
It varies, no consistent path
I am not sure
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How would you describe your current follow-up process?
Mostly automated and consistent
Partially automated
Mostly manual
Reactive and inconsistent
No defined follow-up process
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Where do most potential deals stall or drop off?
Before a conversation happens
After initial contact
During the sales conversation
After a proposal is sent
I do not know where deals are lost
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How dependent is revenue on a specific person or role?
Fully dependent on one person or role
Mostly dependent on one person, with some support
Shared across people and basic systems
Mostly system-driven with people supporting
Fully system-driven, minimal individual dependency
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If inbound demand doubled next month, what would break first?
Calendar Availability
Follow-up and response time
Sales or onboarding process
Delivery or fulfillment
Nothing, we could handle it
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How is delivery or fulfillment currently handled?
Entirely handled by one person
Shared across people with informal processes
Supported by documented workflows
Largely systemized with clear ownership
Fully systemized and scalable
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How standardized is your delivery process?
Fully custom for every client
Partially standardized with customization
Mostly standardized with clear steps
Fully standardized and documented
Not clearly defined
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Where do clients most often get stuck or dissatisfied?
Early onboarding
Mid-delivery or implementation
Communication or expectations
Results timeline
We do not consistently track this
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How visible is your delivery performance today?
We track outcomes and progress clearly
We track some metrics inconsistently
Feedback is mostly anecdotal
Issues surface only when clients complain
No clear visibility into delivery performance
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If you stepped away for two weeks, what would happen?
Everything would stall
Some things would slow significantly
Minor disruptions but manageable
Mostly unaffected
Fully unaffected
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What outcome would feel like a win in the next 30 days?
Increase qualified inbound leads
Improve conversion from existing traffic
Systemize follow-up so revenue is less manual
Clarify or tighten our core offer and message
Launch or scale a revenue stream
Reduce founder dependency in sales or delivery
Re-activate dormant leads or past clients
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