Online Presence

Website

What social media channels are you ACTIVELY using to promote your business?

Your Business

How many years have you been in business?

0-1 yrs

1-3 yrs

3-5 yrs

5+ yrs

What is your annual turnover?

What's your gross margin?

What is your ONE product/service that drives the main business revenue?

Who is the typical client that buys this product/service?

What is your average cost to acquire ONE new paying customer for this product/service (CAC)?

What is the average lifetime gross profit you receive from ONE customer (LTV)?

What’s your comfortable investment to hit your next goals and clear the bottlenecks?

C. for Conversion

Are your systems actually turning leads into clients? This section uncovers whether your marketing and sales machine is actually working.

What’s the main way new enquiries are captured? Pick the one that covers most leads.

Ad-hoc. People call/text/DM; we add them manually.

Website contact form → inbox; we follow up manually.

Online booking/quote form or chat widget; auto confirmation, manual follow-up later.

Funnel + CRM: Landing page/funnel captures to CRM with automated SMS/email follow-ups.

When a potential client enquires, how long does it take you or your team to get back to them?

We’ll get back to them whenever we get a chance

Within 2-3 days

Within the same day

Instantly (automation or someone on it 24/7)

How do you reply to potential clients who enquire?

There’s no such thing as one-size-fits-all

We always email or sms them manually

We always call them manually

We run automations that send sms, emails and trigger calls

What percentage of potential clients do you convert into paying customers?

We don't track conversion rates

Under 40%

Between 40%-80%

Above 80%

R. for Retention

Do your clients stick around or disappear after the sale? It’s not just about getting clients, it’s about keeping them.

How standardised and automated is your client on- and offboarding?

None: we just start/end jobs; no set steps.

Basic & manual: some steps/checklists, but things get missed.

Standard but uneven: one process exists, but people vary it; a little automation.

Standard & automated: same steps every time; tools handle e-sign/payment/setup and handover/review/renewal.

What happens after product/service delivery?

We deliver and move on. We're already chasing the next sale

Nothing formal. We assume they’re happy

They always get manual follow-ups

Clients get automated follow-ups and nurture emails

How do you get customers to buy again or add more?

We don’t. We only sell again if they ask.

Ad-hoc. We suggest extras sometimes, but there’s no plan or tracking.

Structured. We have set points to offer more (e.g., after purchase/30-day check-in), mostly done manually.

Built-in system. Offers are planned and automated (emails/SMS/tasks), personalised, and we track results.

Do you collect reviews, testimonials, or referrals?

Not at all. We don’t ask or have anything in place

Rarely. We ask now and then, when we know the client well.

Manually. We always try to ask but not really following up on it.

Absolutely. It’s part of our process and happens automatically or at key moments.

U. for Utilisation

Are your systems, tools, and team (even if that’s just you) actually doing the work, or just being paid for? How effectively does the business run?

Day to day, how much runs because you do it vs team and/or clear steps/automations that run it?

Mostly me, manually. If I pause, work pauses.

Some templates/tools, but I still chase and redo work.

Clear checklists + a few automations; I mostly check in.

Routines + automations run the busywork; a week away is fine.

How do you track and manage task/projects across the business?

It’s mostly in our head or managed verbally.

We use emails or messengers, nothing tracked or assigned properly

We have a basic spreadsheet, but it’s not consistently used.

We use a task management tool with clear owners and deadlines.

How are your processes documented and shared across your team/contractors?

We don’t have documents. Team just asks if they are unclear.

We’ve tried documenting but it's not read, or we can’t find it when we need it.

We have important parts documented and it's being used but there are still gaps.

We have clear, accessible SOPs and processes. The team uses them regularly and knows where to find what they need

How do you leverage tools, automation, or AI in your business?

We don’t; everything’s manual.

We’ve tried some tools, but use them inconsistently.

We use a few core automations (CRM/booking/email), but there are gaps.

We’re systemised end-to-end (lead → sales → delivery → billing) and improve based on metrics.

E. for Execution

Is your day full of revenue work or just reactive busywork? This section reveals if you’re a scale-ready CEO or the Chief Everything Officer.

In a typical week, what share of your time is busywork (admin, chasing, fixing) vs CEO work (sales, strategy, hiring)?

70–100% busywork

40–69% busywork

20–39% busywork

0–19% busywork

In the last 4 weeks, how often did you ship something that can move revenue (offer tweak, campaign, funnel, feature, pricing, process)?

None. Lots started, nothing shipped.

Once.

2–3 times.

Weekly or more.

If demand doubled next month, what could you fulfil in the next 30 days without hiring?

<10%

10–30%

30–60%

60–100%

L. for LEVERAGE

Are you setting goals, tracking the right metrics and building a business around clear strategies—and smart cash terms?

How clear are our 12-month goals, and who owns each one? (Owner can be only you)

No clear goals; nothing is owned.

Goals exist but are vague/too many; not broken down or assigned.

Clear goals; top priorities named; a few still lack an owner or target number.

Clear goals; 3–5 priorities; each has one owner (even if it’s you), a target number, and a due date—written and visible.

Do you have a 3-month plan that turns goals into projects with owners and dates?

No plan; we work on whatever pops up.

There’s a list, but it isn’t in order; owners/dates unclear.

3-month plan with owners and dates; reviewed sometimes; often too many projects at once.

Clear 3-month plan; only a few projects at a time; progress reviewed every week.

Do you run the business by a few KPIs with targets and a set review?

No; mostly gut feel.

Look at some numbers, but no targets or regular review.

Short list tracked with targets; monthly review; actions happen sometimes.

The right KPIs with targets in one simple dashboard; weekly review → actions with an owner (even if it’s you).

When do you collect payment relative to delivery?

After delivery / on completion

Small deposit; most after delivery

50%+ upfront or billed monthly in advance

Paid in full upfront or on auto-pay in advance (retainer/subscription)

Well done!

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