A simple, rooted self-assessment for heart-centered wellness businesses

Published by Jenny Erb

Take a deep breath before proceeding, knowing that the following rankings will create a snapshot of today's Vital Signs for your business and a way to celebrate progress when revisited.

Rate each area 0–10 and mark your score.

0= Non-existent 1-4 = Needs attention 5-9=Heading in the right direction 10 = Thriving

🌱 ROOTS: The foundation your business grows from

Purpose — I feel genuinely connected to why I started this business.

Direction — I know what my next marketing priority should be.

Clarity — People quickly understand what I offer and who it's for.

🌿 SYSTEMS: The structures that protect your time and energy

Capacity — I have the time and energy to serve my clients well without burning out.

Consistency — My marketing happens consistently, not only when business is slow.

Simplicity — My business runs on simple systems that reduce overwhelm.

🌸 GROWTH: The visibility and flow that bring the right people to you

Visibility — The right people are consistently discovering my business.

Connection — I'm having enough meaningful conversations with potential clients.

Momentum — My marketing efforts feel like they're building on each other.

🌳 ECOSYSTEM: The community and relationships that sustain your business

Community — I have meaningful relationships and referral partners supporting my business.

Wholeness — Overall, my business feels like it's moving in the right direction.

Answer honestly. A sentence or two is enough.

Which area received your highest score? Why do you think that is?

Which area received your lowest score? Why do you think that is?

If you could improve just one area over the next 90 days, which would create the biggest positive ripple effect in your business?

YOUR BUSINESS IN YOUR OWN WORDS

These questions help me show up to our next session already understanding your world.

What does your business do and who do you serve? (Describe it like you're telling a neighbor at a farmers market.)

What does your current marketing actually look like week to week?

Where do most of your clients currently come from?

What's the one marketing task you avoid the most — and why do you think that is?

What have you already tried that hasn't worked?

What does a successful day look like for you in 6 months from now?

Congratulations! You've just taken the first step by checking the vital signs of your business.

On your free 30-minute clarity call with me, we’ll look at your highest and lowest scores and identify the one area that would create the biggest ripple if improved in the next 90 days.

Healthy businesses don't grow alone. Sometimes they just need a clearing. 🌿

Business Vital Signs

Take a deep breath before proceeding, knowing that the following rankings will create a snapshot of today's Vital Signs for your business and a way to celebrate progress when revisited.

🌱 ROOTS: The foundation your business grows from

Purpose — I feel genuinely connected to why I started this business.

Direction — I know what my next marketing priority should be.

Clarity — People quickly understand what I offer and who it's for.

🌿 SYSTEMS: The structures that protect your time and energy

Capacity — I have the time and energy to serve my clients well without burning out.

Consistency — My marketing happens consistently, not only when business is slow.

Simplicity — My business runs on simple systems that reduce overwhelm.

🌸 GROWTH: The visibility and flow that bring the right people to you

Visibility — The right people are consistently discovering my business.

Connection — I'm having enough meaningful conversations with potential clients.

Momentum — My marketing efforts feel like they're building on each other.

🌳 ECOSYSTEM: The community and relationships that sustain your business

Community — I have meaningful relationships and referral partners supporting my business.

Wholeness — Overall, my business feels like it's moving in the right direction.

REFLECTION

Which area received your highest score? Why do you think that is?

Which area received your lowest score? Why do you think that is?

If you could improve just one area over the next 90 days, which would create the biggest positive ripple effect in your business?

YOUR BUSINESS IN YOUR OWN WORDS

What does your business do and who do you serve? (Describe it like you're telling a neighbor at a farmers market.)

What does your current marketing actually look like week to week?

Where do most of your clients currently come from?

What's the one marketing task you avoid the most — and why do you think that is?

What have you already tried that hasn't worked?

What does a successful day look like for you in 6 months from now?

Email Address

What's next?

Business Vital Signs

Take a deep breath before proceeding, knowing that the following rankings will create a snapshot of today's Vital Signs for your business and a way to celebrate progress when revisited.

🌱 ROOTS: The foundation your business grows from

Purpose — I feel genuinely connected to why I started this business.

Direction — I know what my next marketing priority should be.

Clarity — People quickly understand what I offer and who it's for.

🌿 SYSTEMS: The structures that protect your time and energy

Capacity — I have the time and energy to serve my clients well without burning out.

Consistency — My marketing happens consistently, not only when business is slow.

Simplicity — My business runs on simple systems that reduce overwhelm.

🌸 GROWTH: The visibility and flow that bring the right people to you

Visibility — The right people are consistently discovering my business.

Connection — I'm having enough meaningful conversations with potential clients.

Momentum — My marketing efforts feel like they're building on each other.

🌳 ECOSYSTEM: The community and relationships that sustain your business

Community — I have meaningful relationships and referral partners supporting my business. Wholeness — Overall, my business feels like it's moving in the right direction.

REFLECTION

Which area received your highest score? Why do you think that is?

Which area received your lowest score? Why do you think that is?

If you could improve just one area over the next 90 days, which would create the biggest positive ripple effect in your business?

YOUR BUSINESS IN YOUR OWN WORDS

What does your business do and who do you serve? (Describe it like you're telling a neighbor at a farmers market.)

What does your current marketing actually look like week to week?

Where do most of your clients currently come from?

What's the one marketing task you avoid the most — and why do you think that is?

What have you already tried that hasn't worked?

What does a successful day look like for you in 6 months from now?

Email Address

What's next?

Community — I have meaningful relationships and referral partners supporting my business.

Wholeness — Overall, my business feels like it's moving in the right direction.