First Name

Last Name

Email *

Company Name *

Industry

Website

I have a clear strategic direction that guides my decisions.

DisagreeAgree

I am confident in what I offer and that I have good product–market fit.

DisagreeAgree

I know exactly what support and resources I need and where to find them.

DisagreeAgree

Strategy Score

My business model is designed for sustainable, scalable revenue.

DisagreeAgree

My pricing reflects the value I deliver and supports healthy margins.

DiasagreeAgree

I understand my most profitable services/products and can forecast confidently.

DisagreeAgree

Commercial Model, Pricing and Financial Logic Score

My business meets all relevant legal and regulatory standards.

DisagreeAgree

I have strong and clear processes for data protection and cybersecurity.

DisagreeAgree

My business would remain operational and compliant even if I had to step away.

DisagreeAgree

Compliance, Risk and Business Protection Score

I have a clear and consistent brand strategy and current brand guidelines.

DisagreeAgree

I actively enhance and protect my company’s public reputation.

DisagreeAgree

I know exactly who we are for and why we are best placed to serve them.

DisagreeAgree

Brand, Reputation and Referrals Score

I know which marketing activities actually bring in the most customers.

DisagreeAgree

I have a concise marketing strategy that others can act on.

DisagreeAgree

My content and campaigns reliably generate new leads and enquiries.

DisagreeAgree

Marketing and Acquisition Score

Customers experience a smooth journey online from first contact to delivery.

DisagreeAgree

My website actively supports new revenue generation and enhances my brand.

DisagreeAgree

Customer feedback meaningfully shapes innovation and improvement.

DisagreeAgree

Customer Success and Retention Score

My business uses reliable and efficient systems for daily operations.

DisagreeAgree

Processes are documented so work continues even if key people are unavailable.

DisagreeAgree

My team (or I) consistently focus on high-impact actions.

DisagreeAgree

Systems, Processes and Productivity Score

I use AI tools to automate repetitive tasks and increase efficiency.

DisagreeAgree

AI supports key business functions such as marketing, operations or customer service.

DisagreeAgree

My AI setup gives me more time to focus on strategic work.

DisagreeAgree

AI Systems and Intelligent Automation Score

I have a clear, documented sales process from lead to close.

BadGood

I can forecast revenue because I know which leads are likely to convert and which aren’t

DisagreeAgree

I convert qualified leads at a predictable and reliable rate.

DisagreeAgree

Sales Pipeline and Conversion Score

Our values guide behaviour, decisions and communication.

DisagreeAgree

People understand how their role contributes to the mission.

DisagreeAgree

The environment supports innovation, honesty and accountability.

DisagreeAgree

Culture Values and High-Performance Teams Score

I attract strong candidates without overpaying.

DisagreeAgree

I have a clear, fair and compliant hiring and HR process.

DisageeAgree

My team members have pathways for development and growth.

DisagreeAgree

People, Recruitment and HR Score

I maintain energy and wellbeing habits that keep me performing well.

DisagreeAgree

I manage stress in healthy, sustainable ways.

DisagreeAgree

I am able to bounce back quickly from setbacks and pressure.

DisagreeAgree

Wellness, Energy and Resilience Score

 I understand the most tax-efficient way to pay myself.

DisagreeAgree

I have a clear personal wealth plan that aligns with my long-term goals.

DisagreeAgree

 I regularly review my tax position and make proactive adjustments.

DisagreeAgree

I understand how my business supports my eventual exit or financial independence.

DisagreeAgree

Tax and Personal Wealth Strategy Score

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