Welcome to the Scaling Breakthrough Scorecard!
Find out exactly what’s holding your business back and how to fix it. Answer each question honestly to get an accurate result.
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How it Works
Answer a few questions about your business. At the end, you’ll see which phase you’re in and what steps to focus on next.
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For The Assessment
Each page will contain questions related to one phase, with multiple-choice answers. Click next to continue.
Primary Business Finances
How predictable is your revenue right now?
Unpredictable—I never know what’s coming in.
Somewhat steady, but I worry about cash flow.
Consistent and forecastable each month.
How well do you understand your profit margins?
I've heard of it.
I have a general idea, but it’s not clear.
I track and adjust my profit margins regularly.
How well does your business handle a surge of customers?
I struggle to keep up, and expenses spike.
I can handle some growth, but it’s stressful.
My business scales efficiently without major stress.
How often do you review and adjust expenses?
Rarely—I don’t track closely.
Occasionally, but I could do better.
I optimize expenses regularly for max profit.
Operations Questions
How well does your business run if you take a 2-week vacation?
Everything would fall apart—clients would be frustrated.
My team could handle things, but I’d still need to check in.
My business runs smoothly without me micromanaging.
How structured are your internal business processes?
There’s no clear system—everything is reactive.
Some processes exist, but they aren’t well-documented.
We have well-defined systems & workflows.
How ready is your team to handle growth beyond current revenue?
Everything breaks—hiring, operations, and finances struggle.
We can grow, but it feels clunky and inefficient.
We’re structured for growth and can handle scaling smoothly.
How confident is your team in their daily roles?
Not confident—lots of guesswork.
Fairly confident, but gaps exist.
Very confident—clear ownership.
How well is your team structured for growth?
I do most of the work myself, or my team is overwhelmed.
I have a team, but we struggle with efficiency.
My team is structured for scale with clear roles.
Marketing Questions
How predictable is your lead generation?
I rely mostly on referrals and word-of-mouth.
We generate leads, but inconsistently.
We have a predictable system that brings in leads regularly.
How well do you track ROI on your marketing spend?
I don’t track marketing ROI at all.
I have some tracking, but it’s not very clear.
We track and optimize our marketing ROI consistently.
How strong is your client loyalty for repeat business?
Clients come and go.
Decent, but not reliable.
Strong—clients stick and refer.
How prepared are you to expand into new markets?
Not ready—too much on my plate.
Sort-of, but it’s a stretch.
Fully prepped—bring it on.
If there anything else you want to be evaluated on for your business, please include it below (this will not be scored, but will provide us with excellent insight for moving forward).
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