RightFit Growth Assessment

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Name

First Name

Last Name

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EmailNo spam, just will send your assessment results to this email address

example@example.com

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Firm Name

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Firm Website

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Your Role

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1. How clearly have you defined your firm’s right-fit clients?* This field is required.

We have a documented Ideal Client Profile and use it daily

We have a general idea but it isn’t documented

We haven’t defined it well

We take almost any client who comes our way

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2. How well does your current client mix reflect your ideal client strategy?* This field is required.

Mostly aligned — only a few poor-fit clients

Somewhat aligned — still too many poor-fit clients

Not very aligned — most clients require heavy work

Not aligned at all

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3. How intentional is your firm about phasing out poor-fit work?* This field is required.

We have a clear plan and follow it

We do it occasionally

We’ve talked about it but rarely act

We never do it

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4. How confident are you in your firm’s strategic direction for growth?* This field is required.

Very confident

Somewhat confident

Not very confident

We don’t have a clear direction

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Strategy Score

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5. How clearly does your firm communicate who you serve and the value you provide?* This field is required.

Very clearly — it’s easy for prospects to understand

Somewhat clearly

Unclear in places

Not clear at all

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6. Has your firm created a messaging guide or brand narrative?* This field is required.

Yes, and we use it consistently

Yes, but inconsistently

Not yet, but we want to

No

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7. Does your website clearly communicate your differentiation from other firms?* This field is required.

Strongly — it’s obvious and compelling

Somewhat

Only a little

Not at all

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8. How well does your messaging speak to advisory services, not just compliance work?* This field is required.

Very well

Somewhat

Poorly

Not at all

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9. How consistent is your messaging across your website, emails, and social media?* This field is required.

Very consistent

Mostly consistent

Somewhat inconsistent

Completely inconsistent

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Messaging Score

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10. How effective is your website at generating inquiries from right-fit clients?* This field is required.

Very effective

Somewhat effective

Rarely produces inquiries

Doesn’t produce inquiries at all

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11. How well does your website perform for SEO and organic search?* This field is required.

Strong — we track keywords and see results

Moderate — track occasionally

Weak — little organic traffic

Very weak — no SEO strategy

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12. How consistent is your digital marketing (social, content, visibility)?* This field is required.

Very consistent

Moderately consistent

Rarely consistent

Not consistent at all

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13. How confident are you that right-fit prospects can easily find and understand your services online?* This field is required.

Very confident

Somewhat confident

Not very confident

Not confident at all

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14. Do you have a clear marketing system or strategy supporting growth?* This field is required.

Yes — structured and executed well

Yes — but not consistent

Somewhat — still developing

No, not really

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Marketing Score

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15. How well does your firm communicate additional services to existing clients?* This field is required.

Very well

Somewhat

Poorly

Not at all

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16. Do you have a structured process for cross-sell or upsell conversations?* This field is required.

Yes

Somewhat

Rarely

No

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17. How confident are you that you're maximizing revenue from current clients?* This field is required.

Very confident

Somewhat confident

Not very confident

Not confident at all

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18. How clear are your internal processes around client value and service opportunities?* This field is required.

Very clear

Somewhat clear

Not very clear

Not clear at all

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Communication Score

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19. How effectively does your firm use automation to reduce workload?* This field is required.

Very effectively

Somewhat effectively

Not very effectively

Not at all

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20. Do you use automated systems for onboarding, follow-up, or internal workflows?* This field is required.

Yes — widely

Yes — partially

Not much

Not at all

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Automation Score