The Well Women Business Assessment

How to use this assessment:

For each statement, check the number that best reflects where you are RIGHT NOW in your business — not where you want to be. Be honest! The goal is clarity, not perfection.

Rate yourself on a scale of 1-5 where:

5= ALWAYS

4 = FREQUENTLY

3 = SOMETIMES

2 = RARELY

1 = NEVER

You can use this assessment to rate yourself over time to see the effect of changes you’ve made in your business.

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RUN - Operations & Systems

1. I have clear, documented systems and processes for how my business operates day to day.

2. My team can handle routine tasks and decisions without needing input from me.

3. I have an organizational structure (roles, responsibilities, reporting) that is working well.

4. My workflows are efficient — there is little duplication, confusion, or dropped balls.

5. I regularly review and update my systems so the business doesn't stall when things change.

6. I am not the bottleneck in day-to-day operations — things move without me chasing them.

7. Client onboarding, service delivery, and offboarding run smoothly and consistently.

8. I have reliable tools and tech in place that support (not complicate) how we work.

9. I have enough time in my week to work ON the business, not just IN it.

10. My business could continue to function if I stepped away for two or more weeks.

🪩 RUN Reflection: (Don't skip this! This is where the magic happens.) What are the positives here? What problems did you discover? What could you do differently to RUN your business well based on the data?

GROW - Marketing & Money

11. I have a clear picture of my revenue goals and a realistic plan to reach them.

12. My pricing reflects the true value of what I offer — and I feel confident about it.

13. I track my key financial metrics regularly and understand what the numbers mean.

14. I pay myself consistently and well — without feeling guilty or anxious about it.

15. I have more than one revenue stream or am intentionally building toward that.

16. I make strategic growth decisions based on data, not just gut instinct or fear.

17. I understand my profit margins and where money is leaking in my business.

18. My marketing and visibility efforts are consistent and converting well.

19. I have a clear sense of what I need to stop, start, or scale to hit my next revenue goal.

20. I feel financially confident and in control of the money side of my business.

🪩 GROW Reflection: Pause and consider- What are the positives here? What problems did you discover? What could you do differently to GROW your business well based on the data?

LEAD - Team, Management, & Personal Growth

21. I have hired people who are aligned, capable, and take real ownership of their work.

22. I communicate expectations clearly and consistently with my team.

23. I am able to delegate tasks fully — without micromanaging or taking them back.

24. I navigate hard team conversations (feedback, conflict, performance) without avoiding them.

25. I regulate my own emotions well when I am stressed, frustrated, or overwhelmed.

26. I make decisions with confidence, even when they are imperfect or uncomfortable.

27. I know my values as a leader and I make decisions that are aligned with them.

28. I prioritize my own health, energy, and well-being — and protect it like a business asset.

29. I spend most of my time on work that is in my zone of genius.

30. I lead from a grounded, intentional place — not from fear, people-pleasing, or reactivity.

🪩 LEAD Reflection: Consider how you rated yourself. What are the positives here? What problems did you discover? What are you going to do differently to LEAD your business well based on the data?