Revenue
1 = major gap, 5 = very strong. Answer based on your real experience.
How consistent is your revenue from month to month?
1 means completely unpredictable. 5 means you can reliably forecast your income.
How predictable is your client pipeline — leads, inquiries, and referrals?
5 means you always know where your next client is coming from.
Execution
How consistent is your follow-through on the things you know need to happen?
How often do you complete the most important tasks — not just the urgent ones?
5 means you consistently move the needle on your biggest goals.
How well do you maintain a consistent operating rhythm — weekly reviews, planning sessions?
5 means you have a proven system you follow every week.
Capacity
Can you scale your output without burning out?
How much of your time is spent on work only you can do versus work that could be delegated?
1 means you do everything yourself. 5 means you've systematized delegation effectively.
How would you rate your ability to take time off without the business falling apart?
5 means you can step away and things keep running.
People & Team
Halfway there — your people systems and delegation effectiveness.
How clearly are roles and responsibilities defined for everyone in your business?
5 means everyone knows exactly what they're responsible for.
How well does your team take initiative and make decisions without needing you?
5 means your people operate autonomously within clear boundaries.
Systems
How repeatable and automated are the moving parts of your business?
How well do you use automation for repetitive tasks (invoicing, follow-up, scheduling)?
5 means automation handles most of the busywork.
How integrated are your tools — CRM, email, payments, scheduling?
5 means a single source of truth, no manual data entry between tools.
Operations
How well does delivery actually run day-to-day?
How predictable is your service delivery from start to finish?
5 means every client follows the same reliable path.
How well do you manage scope, timelines, and expectations with active clients?
5 means scope creep is rare and clients always know what's next.
Customer Journey
How clearly do prospects move from first touch to active client?
How well-defined is your customer journey from first inquiry to closed deal?
5 means every step is mapped and optimized.
How well do clients experience the transition from "sold" to "active" — onboarding, kickoff, first win?
5 means clients feel momentum from day one.
Follow-Up
Last one — how well do you stay engaged with past clients and prospects?
How consistently do you check in with past clients after the engagement ends?
5 means you have a rhythm of touchpoints that generates repeat/referral business.
How well do you capture and act on testimonial / referral opportunities?
5 means testimonials and referrals come in without you having to chase them.
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