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27
Questions
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1
Business Owner/Leader
First Name
Last Name
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2
Do you have a clear long-term vision and growth plan for your business?
Yes
No
Somewhat
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3
What are your biggest challenges when it comes to scaling? (Select all that apply)
Increasing revenue and profitability
Expanding into new markets
Hiring and retaining the right team
Creating efficient systems and processes
Delegation and leadership development
Other
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4
How confident are you in your ability to scale your business successfully? (1 = Not confident, 5 = Very confident)
1
2
3
4
5
Not Confident
Very Confident
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5
Do you have a strong leadership team in place to support growth?
Yes
No
Somewhat
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6
What is your biggest challenge in leadership?
Delegation and letting go of control
Developing leadership skills for myself or my team
Managing a team effectively
Hiring and retaining top talent
Other
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7
Do you have clear roles and responsibilities defined for your team?
Yes
No
Somewhat
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8
Are you struggling to find and hire the right people for your business?
YES
NO
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9
Do you have a hiring process in place to attract top talent?
Yes
No
Needs Improvement
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10
What is your biggest challenge when it comes to hiring?
Finding qualified candidates
Creating a structured hiring and onboarding process
Retaining employees long-term
Managing a remote or hybrid team
Other
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11
Do you have documented processes and systems in place to streamline operations?
Yes
No
Somewhat
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12
What is your biggest operational bottleneck right now?
Time management and productivity
Automating repetitive tasks
Managing projects and workflows
Scaling operations without chaos
Other
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13
Are you leveraging technology and automation to improve efficiency?
Yes
No
Needs Improvement
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14
Do you have a clear understanding of your business finances?
Yes
No
Somewhat
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15
Which financial challenges are you facing?
Managing cash flow
Increasing profitability
Understanding financial reports and metrics
Raising capital or securing funding
Other
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16
Do you have a budget and financial plan to support business growth?
Yes
No
Needs Improvement
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17
Do you have a clear marketing strategy that consistently brings in new customers?
Yes
No
Needs Improvement
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18
What's your biggest marketing challenge?
Generating leads
Converting leads into paying customers
Retaining and engaging existing customers
Competing with larger businesses
Other
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19
Are you tracking key marketing and sales metrics to measure success?
Yes
No
Needs Improvement
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20
Are you experiencing burnout or feeling overwhelmed in your business?
Yes
No
Sometimes
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21
What's your biggest challenge as a business owner?
Work-life balance
Staying motivated and focused
Making tough business decisions
Overcoming fear of delegation
Other
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22
Do you have a mentor, coach, or accountability partner to support your growth?
YES
NO
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23
If you could fix ONE challenge in your business today, what would it be?
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24
What is your top priority for the next 6 months?
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25
Please enter your email and we will send you a summary of your answers.
example@example.com
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26
I trust this questionnaire helped you
identify key areas of improvement and opportunities for growth
. If you’d like personalized guidance to address these challenges, let’s connect! Book a discovery meeting (complimentary).
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