SECTION 1: WHERE YOU ARE NOW (Business Snapshot)

1. How long have you been running your current business? *

I haven’t launched yet

Less than 1 year

1–3 years

3+ years

2. What stage best describes your current monthly revenue? *

I’m not making money yet

Under $5k/month

$5k–$20k/month

$20k+/month

3. How consistent is your income month to month? *

Very inconsistent

Mostly stable, but unpredictable

Fairly predictable

Highly consistent with growth

4. How clear are you on what you're selling right now? *

Still figuring it out

I have one main offer

I have a few offers, some working better than others

I have a clear suite that performs well

5. How confident are you in your pricing and positioning? *

I’m still unsure about both

Somewhat confident, still tweaking

Mostly solid but could improve

100% confident and strategic

SECTION 2: SYSTEMS + STRUCTURE

6. Do you currently use a CRM or automation system? *

Sort of, but it’s messy

Yes, but it needs optimization

Yes, and it works well for us

7. How do you track leads and follow up? *

I don’t have a system

I use a spreadsheet or my inbox

I use basic automations

I have a full system in place

8. How are you onboarding new clients? *

Manually, every time

I have some templates but still a lot of copy/paste

Some automation, but clunky

Streamlined and smooth

9. Are you collecting testimonials or referrals consistently? *

Not at all

Occasionally, when I remember

Somewhat consistently

Yes, it’s part of our system

10. How do you handle offboarding clients? *

I don’t really have a process

I wrap things up manually

I have a basic offboarding checklist

Fully systemized with follow-up and re-engagement

SECTION 3: VISIBILITY + LEAD GENERATION

11. Where are your best leads currently coming from? *

I’m not getting leads right now

Word of mouth only

A mix of referrals and online

Predictable sources (ads, content, SEO, etc.)

12. How confident are you in your content or marketing strategy? *

I don’t have one

I’m posting when I can

I’m consistent but not strategic

I have a strategy that works

13. Do you have an email list? *

Yes, but I’m not emailing them

Yes, I send occasional emails

Yes, with regular campaigns

14. Are you showing up consistently on any one platform? *

Trying, but it’s hit or miss

Somewhat consistently

Yes, with purpose and results

15. How strong is your brand messaging right now? *

Still a work in progress

I have a few key messages

Pretty strong, just needs polishing

Clear, strategic, and consistent

SECTION 4: CAPACITY + DELIVERY

16. How many hours per week are you working? *

40+ hours and still behind

30–40 hours but stretched thin

20–30 hours with decent flow

Under 20 and things run well

17. Are you the bottleneck in your business right now? *

Yes, in every area

Mostly, but I’m trying to delegate

Somewhat, but it’s improving

No, my systems and team are solid

18. How often are you updating or improving your client experience? *

I haven’t really thought about it

Occasionally, if something goes wrong

I try to improve regularly

I audit and optimize it often

19. How scalable is your current offer or service? *

It depends totally on me

I’m trying to make it scalable

It has elements of scale

It can grow without adding more of my time

20. What kind of support do you have in place right now? *

I’m solo

I have part-time help or contractors

I have a small team

I have full support across roles

SECTION 5: GOALS + MINDSET

21. What’s your primary focus for the next 90 days? *

Get the business stable

Bring in more consistent income

Build better systems

Optimize and scale

22. How confident do you feel about your next business move? *

Not confident at all

Somewhat clear but unsure how

I know the goal, but need a plan

Very confident and ready

23. What kind of growth are you aiming for this year? *

Just trying to stay afloat

Get to six figures

Reach multi-six figures

Scale beyond $250k or $500k

24. How do you prefer to implement support? *

I want someone to just do it for me

I want someone to guide me step-by-step

I want strategy + support I can implement

I just need high-level strategy

25. How ready are you to invest time and energy into your growth? *

I’m hesitant and stretched thin

I’m willing, but overwhelmed

I’m ready, just need focus

All in, let’s go

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