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BUSINESS GROWTH ASSESSMENT
Assess your business stage, revenue health, offers, marketing, operations, positioning, and readiness to identify your strongest opportunities for growth.
ABOUT YOU
First Name
*
Last Name
*
Email Address
*
Phone Number
*
Business Name
*
Website or Social Media
*
What industry are you in?
*
How long have you been in business?
*
A
Pre-Launch
B
Less than 1 year
C
1–2 years
D
3–5 years
E
6–10 years
F
10+ years
BUSINESS STAGE
Which stage best describes your business today?
*
A
IDEA — I’m developing or validating my business concept.
B
STARTUP — I’m building customers, revenue, and consistency.
C
GROWTH — I’m generating business and focused on increasing revenue and creating stronger structure.
D
SCALING — I’m building systems, teams, partnerships, and expansion opportunities.
E
LEGACY — I’m focused on long-term impact, wealth, sustainability, and opportunities beyond myself.
What was your approximate business revenue during the last 12 months?
*
A
Pre-Revenue
B
Under $25,000
C
$25,000–$49,999
D
$50,000–$99,999
E
$100,000–$249,999
F
$250,000–$499,999
G
$500,000–$999,999
H
$1M+
I
Prefer not to say
What is your revenue goal for the next 12 months?
*
REVENUE HEALTH
Revenue Health Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
I have a clear understanding of where my business revenue comes from.
My business generates revenue consistently rather than relying on occasional sales or opportunities.
I have more than one reliable way to generate revenue.
I understand which products, services, or offers are the most profitable.
I have a clear strategy for increasing revenue over the next 12 months.
OFFER & PRICING HEALTH
Offer & Pricing Health Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
My ideal customer can quickly understand what my business sells.
My offers solve a clear and valuable problem.
My pricing reflects the value and results my business provides.
My offers are clearly differentiated from competitors.
Customers have a logical next step or additional offer after making their first purchase.
MARKETING & VISIBILITY
Marketing & Visibility Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
I clearly know who my ideal customer is.
My marketing consistently reaches the people I want to serve.
My brand clearly communicates the value of my business.
I consistently create marketing or content that generates interest, leads, or opportunities.
My business has a professional and credible online presence.
Support Needs
*
Which best describes the type of support you believe you need?
A
I mainly need information and resources.
B
I need clarity around what I should focus on.
C
I need a strategy and action plan.
D
I need accountability and guidance implementing the strategy.
E
I need access to stronger relationships and opportunities.
F
I need high-level strategy, positioning, access, and business development support.
G
I’m not sure yet.
SALES & CUSTOMER JOURNEY
Sales & Customer Journey Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
I have a clear and repeatable process for turning leads into paying customers.
I consistently follow up with potential customers and sales opportunities.
My customers have a clear and professional experience from initial interest through purchase.
I have a strategy for retaining customers and generating repeat business or referrals.
I understand where potential customers may be dropping off in my sales process.
OPERATIONS & SCALE
Operations & Scale Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
My business has clear systems and processes for handling day-to-day operations.
My business can operate effectively without everything depending on me.
I have the tools, technology, team, or resources needed to support business growth.
I understand which areas of my operations need to improve before I scale.
My current business structure can support an increase in customers, revenue, and opportunities.
PARTNERSHIPS & OPPORTUNITY
Partnerships & Opportunity Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
I actively build strategic relationships that can create opportunities for my business.
I have a clear strategy for identifying and pursuing valuable partnerships.
I can clearly communicate the value my business brings to a potential partner.
My business is positioned to pursue larger corporate, community, media, or strategic opportunities.
I have a process for turning relationships and connections into meaningful business opportunities.
LEADERSHIP, AUTHORITY & POSITIONING
Leadership, Authority & Positioning Assessment
Please rate how strongly you agree with each statement.
*
1 — Strongly Disagree
2 — Disagree
3 — Somewhat
4 — Agree
5 — Strongly Agree
I am positioned as a credible leader, expert, or authority in my industry.
My personal and professional brand reflects the level of opportunities I want to attract.
I can confidently communicate my expertise, accomplishments, results, and value.
I actively pursue opportunities that increase my visibility, authority, and credibility.
My current positioning supports the level of business growth and opportunities I want next.
YOUR BUSINESS PRIORITIES
Which THREE areas need the most attention in your business right now?
*
Revenue
Offers
Pricing
Sales
Marketing
Branding
Visibility
Lead Generation
Customer Retention
Systems & Operations
Team Development
Strategic Partnerships
Corporate Opportunities
Access to Capital
Personal Brand
Executive Positioning
Speaking Opportunities
Media & PR
Scaling
Long-Term Wealth & Legacy
Digging Deeper
What is the biggest challenge preventing your business from reaching its next level?
*
What is the #1 result you want to achieve in your business during the next 12 months?
*
If nothing changes in your business over the next 12 months, what would concern you the most?
*
GROWTH READINESS
How committed are you to growing your business during the next 12 months?
*
1
2
3
4
5
6
7
8
9
10
Have you previously invested in professional business development, consulting, coaching, branding, or advisory services?
*
A
Yes
B
No
LEVEL SUPPORT
If this assessment identifies opportunities to strengthen or grow your business, would you be open to receiving recommendations for your next steps?
*
A
Yes, I’d like to discuss my results and next steps.
B
Yes, send me information about recommended resources or programs.
C
Maybe — I’d like to review my results first.
D
Not at this time.
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