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Revenue Snapshot

A quick look at what's helping - and potentially holding back - revenue growth in your business.

Answer a few questions about how your business works today and you'll receive a personalised report showing what your answers suggest is working well, along with anything that may be getting in the way of growth.

Continue scrolling inside the assessment until you reach the final Submit button.

What is your name?

Please enter your email below so we can send you your report.

Enter your business name here.

What is your location?

If 'Other', please add country.

SECTION 1 - BUSINESS SNAPSHOT

What best describes your business?

How long have you been operating this business?

Approximately what annual revenue does your business generate?

What best describes your primary business model?

How many people regularly work in your business (including you)?

Just me

2 - 5

6 - 10

10 +

Which statement best describes your current business objective?

Build a stable, sustainable business that reliably supports me.

Grow revenue steadily while improving systems and consistency.

Scale significantly by building a larger business.

Prepare the business for sale or reduce my day-to-day involvement.

I'm currently exploring the best direction for the business.

Which best describes how your business generates most of its revenue?

Primarily project-based or one-off engagements

A mixture of project work and recurring revenue

Primarily recurring revenue (memberships, retainers or ongoing client relationships)

Primarily digital products or self-serve sales

A fairly even mix across several revenue models

Unsure

Section 2 - Commercial Demand

How consistently do qualified opportunities enter your business?

Which of the following sources generate new business for you today?

If your primary source of new enquiries stopped tomorrow, how confident are you that your business would continue to generate enough opportunities?

Which statement best describes your current pipeline?

Which statement best describes your marketing activity?

We consistently market the business regardless of workload.

Marketing is generally consistent.

Marketing happens when time allows.

Marketing usually stops when delivery gets busy.

We only market when work starts to dry up.

Section 3 - Sales Effectiveness

Which statement best describes your current approach to sales?

I follow a defined sales process consistently.

I have a process but don't always follow it.

I tend to adapt each conversation as I go.

Most sales conversations feel different each time.

I don't really have a sales process.

Approximately what percentage of qualified conversations become paying clients?

Which statement best describes your pricing today?

I'm confident charging premium prices for the value I deliver.

My pricing generally reflects the value I provide.

I suspect I'm underpricing my services.

I regularly reduce prices to win business.

I'm still working out the right pricing model.

What most commonly prevents qualified prospects from becoming clients?

When a sales conversation doesn't result in a sale, how consistently do you follow up?

Section 4 - Client Value and Retention

How long does a typical client remain with you?

Which statement best describes your existing clients?

Many buy additional services or continue working with me.

Some continue or buy additional services.

Most complete one engagement and leave.

Repeat business is uncommon.

I'm not sure.

Where does most of your revenue currently come from?

How consistently do you stay in touch with past clients?

How confident are you that your current clients would recommend you to others?

Section 5 - Capacity & Delivery

Which statement best describes your current workload?

I have capacity to take on more clients.

I have some capacity but need to manage it carefully.

I'm generally working at full capacity.

I'm regularly over capacity.

My workload is inconsistent.

Approximately what percentage of your working week is spent delivering client work?

Which statement best describes the systems and processes you use to run your business?

Most key activities are documented and repeatable.

I have systems for some areas.

I mostly rely on memory and experience.

Everything depends on me.

I haven't really built systems yet.

What currently creates the biggest operational bottleneck in your business?

Section 6 - Leadership & Growth

Which statement best describes your business today?

I'm responsible for almost everything in the business.

I have some support, but most key activities still depend on me.

Day-to-day delivery is shared, but growth still depends on me.

The business can operate successfully without me being involved in everything.

I have a leadership team or strong support structure that allows me to focus primarily on growth.