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
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First Name
Last Name
Email
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example@example.com
1. Lead Management: How consistent and streamlined is your lead capture and follow-up process?
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I don’t track leads at all
I occasionally follow up, but it’s disorganized
I use a spreadsheet or notes app to track leads manually
I have a basic lead capture and follow-up process
I have automated lead capture and consistent follow-up flows
2. Client Onboarding: How smooth and automated is your client onboarding process?
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I manually send contracts, invoices, and welcome emails every time
Some parts are automated, but most are still manual
I’ve templatized some things, but it’s not seamless
My onboarding is semi-automated with some manual oversight
My entire onboarding is automated, consistent, and branded
3. Program & Service Delivery: How organized is your program or service delivery backend?
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I scramble to deliver, resend links, or find resources
Some parts are systemized, but I’m often chasing things
I have folders or systems in place, but it still takes effort
My delivery is mostly smooth with minor hiccups
My delivery is structured, repeatable, and stress-free
4. Team & Project Management: Can your team function without you micromanaging every detail?
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I’m the bottleneck; everything depends on me
I delegate, but I’m always checking in or answering questions
My team helps, but there’s no clear process
My team has some autonomy with occasional hand-holding
My team is aligned, accountable, and works independently with SOPs
5. Systems & Automation: Are you leveraging tools to reduce manual work across your business?
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Everything is manual and scattered
I’ve tried tools, but nothing is really working well
I have a few systems in place, but they’re not optimized
Most things are systemized but could be more efficient
I 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.)?
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I don’t track anything
I check my numbers occasionally, but not consistently
I look at basic numbers monthly (e.g. income or follower growth)
I track a few KPIs regularly but haven’t built systems around it
I track metrics consistently and make strategic, data-driven decisions
Total Score
Submit
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