Business Stage of Growth Assessment

1
1. What is your current annual business revenue?* This field is required.Financial Management
a. <$500K annually.
b. $500k to $1m annually.
c. $1m to $3m annually.
d. $3m to $5m annually.
e. $5m+ annually.
2
2. How do you currently use your business numbers to make decisions?* This field is required.Financial Management
a. I don't track my numbers consistently (or at all). I mostly run on gut instinct.
b. I track income and expenses, but I rarely look at the numbers unless there’s a problem.
c. I check reports sometimes and use them to manage cash flow, but not for forward-looking planning.
d. I regularly review financial reports to plan cash flow, set budgets, and manage profit, though I’m still refining how I use this data for growth.
e. I (and/or my leadership team) consistently use financial data to forecast growth, drive strategic decisions, and improve margins across the business.
3
3. How many employees or dedicated team members (including contractors and VAs) work with you regularly in your business?* This field is required.Team & Delegation
a. None, I do everything myself.
b. 2 - 3
c. 4 - 10
d. 11 - 25
e. 26 - 100
4
4. How well does your team operate when it comes to ownership, accountability, and leadership (beyond just task completion)?* This field is required.Team & Delegation
a. I do almost everything myself.
b. I assign tasks but still need to check and fix their work.
c. I have started assigning managers or team leads to oversee parts of the business, but I still make most strategic decisions.
d. My managers or team leads operate independently with clear accountability, freeing me to focus more on growth and direction.
e. I have a leadership team that runs the business day-to-day and drives departmental results, while I focus on strategy, innovation, and scaling.
5
5. Where do you spend the majority of your time in the business?* This field is required.Leadership & Strategy
a. I spend most of my time handling tasks and solving daily problems. There’s little time to plan for the future.
b. I manage client work and team tasks, but I don’t have time to think about long-term growth.
c. I’m still the one driving most decisions and strategies, even though my team helps execute.
d. My managers/team leads handle operations and delivery. I focus on improving systems, developing leaders, and setting strategic priorities.
e. My leadership team drives daily operations and performance. I focus on vision, innovation, and scaling the business to the next level.
6
Where should we send your personalized business growth results?* This field is required.Email Address
example@example.com
7
Total Score
Should be Empty: