Client Assessment:

1

1. How confident do you feel leading your business?* This field is required.

A) I’ve got this—I’m a strong leader!

B) Pretty confident, but I second-guess myself sometimes.

C) I feel unsure and need more guidance.

D) Honestly, I don’t feel like a leader at all.

2

2. Are you focused on big-picture strategy or caught up in daily tasks?* This field is required.

A) I focus on strategy and delegate daily tasks well.

B) I try to focus on strategy, but daily tasks take over.

C) I mostly handle daily operations and struggle with strategy.

D) I’m overwhelmed and don’t know where to start.

3

3. Do you have a clear vision for where your business is headed?* This field is required.

A) Yes! And I have a plan to get there.

B) I have a vision, but I need help creating a solid plan.

C) Sort of, but it’s not clear enough.

D) No, I feel lost about the future.

4

4. How often do you think about the future of your business?* This field is required.

A) Always—I’m planning for the next big move.

B) Often, but I get distracted by daily tasks.

C) Rarely, I’m too busy with today’s to-do list.

D) Almost never, I’m just trying to stay afloat.

5

5. Do you see yourself as a true CEO or more of a hands-on operator?* This field is required.

A) 100% CEO—I lead, delegate, and strategize.

B) I’m getting there, but I still do too much hands-on work.

C) I handle most of the work myself and struggle to let go.

D) I feel stuck in a worker mindset and need help shifting.

6

6. How would you describe your business systems and workflows?* This field is required.

A) Super organized—things run like clockwork.

B) Somewhat organized, but there’s room for improvement.

C) A little messy—I need better systems in place.

D) Chaos! I don’t have any systems yet.

7

7. Do you have clear, documented processes (SOPs) for your team?* This field is required.

A) Yes, for all key tasks.

B) Somewhat, but not everything is documented.

C) No, but I know I need to work on it.

D) No, and I don’t know where to start.

8

8. Do you often feel overwhelmed by your day-to-day workload?* This field is required.

A) Rarely—I delegate and prioritize well.

B) Sometimes, but I manage to push through.

C) Often—I feel like I can’t catch up.

D) Always—I’m drowning in work!

9

9. Do you have a team or support staff?* This field is required.

A) Yes, and they’re amazing!

B) Yes, but I struggle to manage them.

C) Not yet, but I’m thinking about hiring.

D) No, and I’m doing everything myself.

10

10. How comfortable are you with handing off tasks to others?* This field is required.

A) Very comfortable—I trust my team completely.

B) Somewhat comfortable, but I still micromanage.

C) Uncomfortable—I find it hard to let go.

D) I don’t have anyone to delegate to yet.

11

11. Have you invested in leadership or team management training?* This field is required.

A) Yes, and it’s helped me grow as a leader.

B) Yes, but I probably need more.

C) No, but I know I should.

D) No, and I don’t think I need it.

12

12. Do you have a clear strategy for scaling your business?* This field is required.

A) Yes, and I’m actively making it happen.

B) Yes, but I’m struggling with execution.

C) No, but I know I need one.

D) No, I haven’t really thought about it.

13

13. How stable are your business finances?* This field is required.

A) Very stable—I have consistent profits.

B) Somewhat stable, but unpredictable.

C) Struggling—I have inconsistent revenue.

D) Unstable, and it’s stressing me out!

14

14. Do you have multiple revenue streams?* This field is required.

A) Yes, I have multiple sources of income.

B) Yes, but they need better optimization.

C) No, but I want to create more.

D) No, I rely on one main source.

15

15. How often do you take time off without stressing about work?* This field is required.

A) Often—my business runs fine without me.

B) Sometimes, but it’s hard to disconnect.

C) Rarely—I feel guilty stepping away.

D) Never—I’m always working!

16

16. How would you describe your stress levels in business?* This field is required.

A) Low—I have strong boundaries.

B) Manageable—I get stressed but handle it well.

C) High—I feel overwhelmed often.

D) Extreme—I’m close to burnout.

17

17. Do you have mentors, coaches, or a support system?* This field is required.

A) Yes, I have a strong network.

B) Yes, but I don’t use them enough.

C) No, but I’m looking for one.

D) No, and I don’t think I need one.

18

Name* This field is required.

First Name

Last Name

19

Email* This field is required.

example@example.com

20

Calculation* This field is required.