Strategic Intelligence Assessment

Strategic Intelligence Assessment

This diagnostic helps you identify current strategic intelligence strengths and gaps in your business. Most small business owners make decisions with limited visibility — this assessment reveals where the gaps are right now and what matters next. This quick assessment will reveal exactly where your business needs strategic intelligence enhancement across the Four M's framework (Mindset, Mechanics, Mission, Magic). In 10 questions, you’ll see where your current decision-making is strong, where it’s constrained, and what kind of intelligence would most improve your next 90 days. A "perfect" Score is 45 points.... but honestly, no business runs perfectly.
Your Name*
Who is filling out this assessment
Email
example@example.com (so we can send your results!)
Type of Business or Industry*
Different industries require specific strategic intelligence applications
Age of Your Business*
Strategic intelligence needs vary by business maturity and growth stage
Section 1: Financial and Systems Intelligence Questions (Mechanics)
Assess your financial decision patterns and operational capacity
Question 1: How strong is your Financial Intelligence foundation? Rate your confidence in knowing your exact revenue patterns, profitability drivers, and breakthrough numbers (1=flying blind, 5=complete financial intelligence)*

I'm unsure about my true profitability and revenue patternsI have basic financial data but lack deep insightsI understand my finances moderately wellI have strong financial intelligence and clear metricsI know my exact Breakthrough Number™ and all key financial drivers
Question 2: How would you rate your Operational Intelligence regarding capacity and scalability?*

We're at capacity and any growth would compromise qualityLimited capacity with some quality concerns if we growModerate capacity, could handle some growth with adjustmentsGood capacity with systems that can scale effectivelyExcellent operational intelligence with scalable systems ready for significant growth
Question 3: How comprehensive is your Systems Intelligence? Do you have clear visibility into operational bottlenecks and process inefficiencies?*

Multiple bottlenecks exist but we're not sure where they all areWe know some bottlenecks but lack systematic analysisWe identify bottlenecks reactively when problems ariseWe have good systems intelligence and proactively manage bottlenecksComplete systems intelligence with predictive bottleneck prevention
Section 1 Score
Section 2: Operations & Customer Intelligence Questions (Mission)
Evaluate your business operations and customer relationships
Question 4: How strong is your Customer Intelligence and retention strategy?*

Less than 20% repeat customers (low customer intelligence)20-40% repeat customers (developing customer intelligence)40-60% repeat customers (moderate customer intelligence)60-80% repeat customers (strong customer intelligence)80%+ repeat customers (exceptional customer intelligence and retention)
Question 5: How developed is your Competitive Intelligence regarding your unique market position?*

No clear competitive advantages or unique positioningSome differentiation but not well-defined or communicatedModerate competitive advantages that we're developingStrong unique offerings with clear competitive intelligenceExceptional competitive intelligence with multiple defendable advantages
Question 6: Immediate Constraint Indicators (Context Only — Not Scored)

Identify immediate operational challenges affecting your business
6a. Are you experiencing team capacity limitations that limit growth?*

YesNo
Question 6b: Do you have process bottlenecks that slow down operations?*

YesNo
Question 6c: Is your growth strategy unclear or inconsistent?*

YesNo
Question 6d: Are cash flow fluctuations creating business stress?*

YesNo
Question 6e: Is customer acquisition more difficult than expected?*

YesNo
Question 6f: Do supply chain issues disrupt your operations?*

YesNo
Question 6g: Are technology limitations holding back efficiency?*

YesNo
6h: Are you confident your business operations are running at optimal intelligence levels?*

YesNo
Section 2 Score: Operations and Customer Questions (Mission)
Section 3: Market & Opportunities Intelligence (Magic)
Analyze your market positioning and growth opportunities
Question 7: How sophisticated is your Pricing Intelligence and strategic review process?*

Rarely review pricing (weak pricing intelligence)Annual pricing reviews only (basic pricing intelligence)Semi-annual strategic pricing analysis (developing pricing intelligence)Quarterly pricing intelligence reviews (strong pricing intelligence)Ongoing pricing intelligence with data-driven optimization
Section 3 Score (out of 5)
Section 4: Strategic Decisions Questions (Mindset)
Review your strategic thinking and decision-making frameworks
Question 8: How consistently do you use defined frameworks to anticipate, evaluate, and respond to strategic decisions (growth, delegation, competition, capacity)? Choose the option that reflects what you do most of the time — not what you aspire to do.*

I decide by instinct and often revisit decisionsI pause sometimes but lack consistent filtersI use repeatable thinking patterns in some areasI use frameworks for most strategic decisionsI use documented frameworks consistently
Question 9: How comprehensive is your Strategic Intelligence planning and documentation?*

No formal strategic intelligence or planning documentationBasic business plan but limited strategic intelligence integrationWritten strategic plan with some intelligence componentsComprehensive strategic plan with integrated intelligence frameworksComplete Strategic Intelligence Brief™ with all four pillars documented (Financial, Operational, Market, Strategic Response)
Question 10: How frequently do you update your Strategic Intelligence (strategic plan review) and adjust strategies based on new data?*

Rarely or never review strategic intelligenceAnnual strategic intelligence review onlySemi-annual strategic intelligence updatesQuarterly strategic intelligence analysis and adjustmentsMonthly strategic intelligence reviews with data-driven strategy optimization
Section 4 Score
Question 11: Strategic Intelligence Priority: If you could enhance one area of your Strategic Intelligence immediately, which would have the biggest impact on your business? (This helps us customize your Strategic Intelligence Brief™ recommendations)"*
Qualitative Intelligence Question (not scored). This helps us customize your Strategic Intelligence Brief™ recommendations
Your Total Score (45 possible points)
What Happens Next?

Strategic Intelligence is not about where you land. It’s about knowing what to do next — on purpose.

It is not a prediction.
It is not a prescription.
It is a starting point.

You’ll receive an email within 24 hours with clear explanation of your results and recommended next steps based on how your business currently makes decisions.

What Your Score Is For
Your score is designed to help you:
- identify your current constraints
- understand which decisions matter most right now
- avoid tools, strategies, or investments that are mistimed
- choose your next step without overhauling your entire business
Based on your results, your next steps will fall into one of three categories:

If your score reflects Foundation Building

Focus on clarity, cash visibility, and decision fundamentals
Strengthen systems before adding complexity
Avoid scaling tools that increase stress without payoff

If your score reflects Transition or Constraint

Identify where capacity, delegation, or execution is breaking down
Use frameworks to prevent repeat decision loops
Optimize before expanding

If your score reflects Strategic Readiness

Shift from reactive decisions to intentional sequencing
Use intelligence to accelerate execution without destabilizing the business
Focus on leverage, not volume
You do not need to do everything.
You need to do the next right thing for this season.

Watch your inbox!
This assessment reflects how you currently make decisions — not your potential, intelligence, or ambition. Scores naturally shift as businesses grow.
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Strategic Intelligence Assessment

Question 6: Immediate Constraint Indicators (Context Only — Not Scored)