Free Growth Systems Assessment + Blueprint

Goal + business

Question 01 / 09 What are you focused on growing in the next 90 days?

Select all that apply — this sets what we optimize the blueprint for.

New customers — I need more leads coming in Conversion — I want to close more of the leads I already get Retention — I want to keep and grow the customers I have Efficiency — I want to systemize what's already working Clarity — I want to see what's actually driving results Something else — I'll tell you

Question 02 / 09 What best describes your business?

Healthcare or wellness clinic Coaching or consulting practice Professional services firm Local or home services Multi-location operator Something else — I'll tell you

Question 03 / 09 What size is your business today?

Early stage — under $250K annual revenue Growing — $250K to $1M Established — $1M to $5M Scaling — $5M to $25M Enterprise — $25M+ Prefer not to share

Current system

Question 04 / 09 How many people work a lead before it becomes a client?

Solo — just me, start to finish Small team — two or three of us, no clear handoff process Structured team — a team with defined handoffs between roles Multi-team — several teams or locations involved

Question 05 / 09 How would you describe your current lead flow?

Unpredictable — mostly referrals and word of mouth Inconsistent — one channel that starts and stops Steady — one channel running consistently Scattered — multiple channels, but running inconsistently Diversified — multiple channels, all running consistently

Question 06 / 09 How do inquiries get captured in your business?

Scattered — phone, DMs, and email all handled separately Partial — some channels are captured, others are ad hoc Centralized — most inquiries end up in one place, but manually Automated — every inquiry flows into one record automatically

Question 07 / 09 How do you track leads and deals through your sales process?

Untracked — inbox, memory, or notebook Manual — a spreadsheet someone updates by hand Partial — a CRM, but not everyone uses it consistently Consistent — a CRM used consistently, updated manually Automated — a CRM where records get created automatically

Readiness

Question 08 / 09 Where are you leaking the most revenue right now?

This one carries the most weight in your result.

Awareness — not enough people know we exist Capture — inquiries come in and go missing Response — we're too slow, or follow-up dies Retention — we win clients but leave money on the table Attribution — we can't see what is driving revenue Something else — I'll tell you

Question 09 / 09 What best describes where you are right now?

Exploring — gathering information, no set timeline Planning — looking to move next quarter, budget still being discussed Preparing — planning to move in 30-60 days, budget approved Urgent — need to move now, this is already costing us Something else — I'll tell you

Your details

Where should we send the blueprint?

Your name

Company

Work email

Phone

Country

Time zone

Why contact comes last

By the time we ask, you have already invested effort, clarified the problem and earned a personalized recommendation. Asking first would cost you that, and cost us the honesty of your answers.

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Find the leak that's costing you the most.