Systems Clarity Quiz

Ready to uncover what’s slowing you down?

This quick quiz will help you spot the backend systems that are costing you time, energy, and ease in your coaching business.You’ll rate yourself in a few key areas, and don’t worry, this isn’t about perfection. It’s about getting clarity on what’s working, what’s not, and where to focus next.Just answer honestly based on how things feel right now. You’ll get a personalized summary and some practical next steps at the end.
Name*

First NameLast Name
Email*
example@example.com
1. Lead Management: How consistent and streamlined is your lead capture and follow-up process?*

I don’t track leads at allI occasionally follow up, but it’s disorganizedI use a spreadsheet or notes app to track leads manuallyI have a basic lead capture and follow-up processI have automated lead capture and consistent follow-up flows
2. Client Onboarding: How smooth and automated is your client onboarding process?*

I manually send contracts, invoices, and welcome emails every timeSome parts are automated, but most are still manualI’ve templatized some things, but it’s not seamlessMy onboarding is semi-automated with some manual oversightMy entire onboarding is automated, consistent, and branded
3. Program & Service Delivery: How organized is your program or service delivery backend?*

I scramble to deliver, resend links, or find resourcesSome parts are systemized, but I’m often chasing thingsI have folders or systems in place, but it still takes effortMy delivery is mostly smooth with minor hiccupsMy delivery is structured, repeatable, and stress-free
4. Team & Project Management: Can your team function without you micromanaging every detail?*

I’m the bottleneck; everything depends on meI delegate, but I’m always checking in or answering questionsMy team helps, but there’s no clear processMy team has some autonomy with occasional hand-holdingMy team is aligned, accountable, and works independently with SOPs
5. Systems & Automation: Are you leveraging tools to reduce manual work across your business?*

Everything is manual and scatteredI’ve tried tools, but nothing is really working wellI have a few systems in place, but they’re not optimizedMost things are systemized but could be more efficientI have streamlined systems and automations that save me hours every week
6. Metrics & Tracking: Do you track important business metrics (revenue, client progress, conversion rates, etc.)?*

I don’t track anythingI check my numbers occasionally, but not consistentlyI look at basic numbers monthly (e.g. income or follower growth)I track a few KPIs regularly but haven’t built systems around itI track metrics consistently and make strategic, data-driven decisions
Total Score
Should be Empty:

Ready to uncover what’s slowing you down?