The Solo to CEO Assessment
This assessment lets us see exactly where you are and where you need help. After completing the Solo to CEO Assessment, you'll receive your score and action steps. If any issues, please email firstname.lastname@example.org.
Your first name
Your email address
Link to your Instagram or Twitter profile (so Ari can add you and say hi!)
Do you have an email list?
What email list? (No)
Yes, I have 1-100 subscribers
Yes, I have 1000-5000 subscribers
Yes, I have 5000+ subscribers
Do you have a website?
Which option best describes you?
I want to start a service-based business
I have started a service-based business
What is your monthly revenue goal for this year? What feels achieveable?
Up to $5,000/month
Up to $10,000/month
I know what service I want to offer to clients.
Yes, but I want to change my services
No, I have no idea
How are you currently selling your services? Select all that apply.
I haven't sold my services
I sell my services hourly
I sell my services as intensives
I sell my services as retainers
I sell 1:1 coaching
I sell group coaching
I sell digital products
I sell consultation calls
How do you feel about your pricing and packages?
Umm what packages?
I want to improve my packages and raise my prices.
I'm happy with pricing and packages but am open to feedback.
I'm happy with my pricing and packages and do not want to change them.
How do you currently feel about the clients you're working with?
I'm not currently working with clients
I love my clients and want to work with more clients just like them
I do not enjoy the clients that I'm working with
I enjoy my current clients but I'm ready to start working with a different crowd
Don't get stressed out by this section. We're asking for this info purely to assess the size of your business and audience, which will help us to make appropriate recommendations.
On average, what's your gross monthly revenue for this year?
$2,000 - $5,000/month
$5,000 - $9,999/month
$10,000 - $15,000/month
What size is your email list?
LOL... email list? What email list? I don't have one.
0 - 500 subscribers
500 - 1000 subscribers
1000 - 5000 subscribers
5000 - 10,000 subscribers
What size is your audience across social media (Instagram, FB page, FB group, personal FB, Twitter, Pinterest, YouTube, TikTok, etc)?
I'm not using social media for business
1,000 - 5,000
5,000 - 10,000
10,000 - 20,000
How often are you publishing content online?
Have you experimented with paid ads?
Yes, they led to some conversions
Yes but it felt like a waste of time
No because I'm not sure what to do or don't have a strategy
Would you describe yourself as a specialist or "Jack/Jane of all trades"?
Definitely a specialist
Generalist, I can do a bit of everything
I'm not sure
Do you have an "perfect/ideal client" avatar or will you work with anyone who comes your way?
I know my ideal client and am specific about who I want to work with
I'll take any client who comes my way and is ready to pay
I don't have an ideal client but I'm ready to niche down
Have you started creating systems & automations in your business?
No, I don't know where to start
No, I'm way too busy with client work right now
Yes, I've started but am feeling a little overwhelmed or lost
Yes, I create time to routinely create/update systems
I don't know what this means
Do you have a team (employees or contractors) helping you in your business?
No, I'm too busy with client work to train anyone
No, my clients want ME to do the work
No, I can't afford help right now
Yes but it feels disorganized and zaps my energy
Yes, it's working well and I want to bring on more team members to help me
Have you productized your knowledge and services yet?
I don't even know what this means
I've outlined some frameworks, methodologies, and/or ideas
Yes, I use my frameworks/methodologies with clients
No, but I'd like to and need help with how to do this
Have you started creating digital products?
No, I don't think I'm ready or don't know what to create
Yes, I've sold ebooks, templates, a membership, and/or courses
Yes, I've created them but they're not really selling
No, but I'm ready to receive help on how to create them
Are you leveraging other people's audiences?
Yes, I do speaking events
Yes, I guest post
Yes, I do guest podcasting/interviews
Yes, I do guest trainings
Yes, I do all of the above
Nope, I'm not doing any of this
Should be Empty:
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