Growth Diagnostic — Todd Davis

Growth Diagnostic — Todd Davis

Answer in detail to help identify your growth constraint and set 90-day priorities.
Contact + Business Snapshot
First and Last Name

First NameLast Name
Best Email Address
example@example.com
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Company Name
Website
LinkedIn Company Page or Primary Social Profile
Industry
Primary Location / Service Area
Year Business Was Founded
Number of Full-Time Employees
Number of Contractors, Freelancers, or Agencies Regularly Involved
Current Approximate Annual Revenue
Approximate Annual Revenue Goal for the Next 12 Months
Approximate Annual Revenue Goal - Exact Target (Optional)
What Are Your 3 Primary Products, Services, or Revenue Streams?
Which Product or Service Currently Generates the Most Revenue?
Which Product or Service Do You Most Want to Grow?
90-Day Outcome + Executive Context
What is the #1 business outcome you want to accomplish in the next 90 days?
Why does this goal matter right now?
What have you already tried to achieve this goal?
What do you believe is the biggest thing preventing progress?
If nothing changes over the next 6–12 months, what is the likely impact on the business?
Which statement best describes the current business stage?
Which areas feel most urgent right now?

Other
Business Economics
Average transaction value or first-year customer value
Customer lifetime value (if known)
Approximate gross margin
Approximate monthly marketing spend
Approximate monthly sales and marketing software/vendor spend
Recurring or repeat revenue percentage
Are there seasonal or cyclical factors that materially affect revenue?
If yes, please describe the seasonal or cyclical factors
ATTRACT
Who is your ideal customer?
What problem does your business solve for that customer?
What is the primary reason customers choose you instead of a competitor or alternative?
Which channels currently generate leads or opportunities?

Other
Which 3 channels produce the best opportunities today?
Approximately how many new leads or qualified inquiries do you generate per month?
Do you know your cost per lead or customer acquisition cost?
What acquisition channel do you believe has the most untapped potential?
What is your biggest concern about customer acquisition right now?
CAPTURE
Where do prospects most often go after discovering you?

Other
What is the main call to action prospects are asked to take?
What system do you use to capture and track leads?

Other
If CRM, which CRM do you use?
Approximately what percentage of inquiries become identifiable leads or appointments?
Are leads automatically routed to the right person or process?
Where do you think prospects are most likely to drop off before entering your sales process?
Are website/form/phone/booking conversions being measured?
NURTURE
Who is responsible for following up with new leads?
How quickly is a new lead typically contacted?
How many follow-up attempts typically occur before a lead is considered lost?
Which nurture methods are currently used?

Other
Do you have automated nurture sequences?
What happens to a qualified prospect who says “not yet”?
Approximately what percentage of leads receive consistent follow-up until a clear outcome is reached?
Where are leads most likely to fall through the cracks?
CONVERT
Describe your current sales process from first meaningful conversation to closed sale
Approximately how many qualified sales conversations or appointments occur per month?
Approximate appointment show rate, if relevant
Approximate close rate on qualified opportunities
Average sales cycle
How is pricing presented?
What are the most common reasons prospects do not buy?

Other
Do you use a standardized sales script, discovery process, proposal, or presentation?
What is the biggest weakness in the current sales process?
DELIVER
Briefly describe what happens after a customer says yes
Is onboarding documented and repeatable?
Are core fulfillment or service-delivery processes documented?
How dependent is delivery on the owner personally?
What usually breaks first when sales increase?

Other
How do you currently measure customer satisfaction?

Other
What is the most common customer complaint, frustration, or service issue?
How confident are you that the business could handle 25% more customers in the next 90 days without service quality declining?
COMPOUND
What percentage of new customers come from referrals?
Do you have a formal referral process?
How consistently do you request reviews or testimonials?
Do you have a defined strategy for repeat purchases, renewals, upsells, cross-sells, or recurring revenue?
What percentage of customers buy again or renew, if known?
What happens after the initial purchase or service is completed?
What is the biggest missed opportunity in your existing customer base?
Operations + Leadership
Who currently makes the majority of strategic growth decisions?
How many hours per week does the owner/CEO spend on tasks that should probably be delegated, automated, or systematized?
Which areas depend too heavily on one person?
Do you use documented SOPs for recurring work?
Do you have a regular operating cadence for reviewing KPIs, priorities, and accountability?
What are the 5 most important KPIs you currently track?
Which important metrics do you wish you could see more clearly?
What is the biggest operational bottleneck today?
Team + Vendors
List key internal roles involved in growth, sales, marketing, operations, and delivery
List the major outside agencies, freelancers, vendors, or consultants currently supporting the business
Are responsibilities and ownership clear across the team and vendors?
Where do communication, handoffs, or accountability most often break down?
Is anyone currently acting as the strategic quarterback across marketing, sales, operations, vendors, and technology?
Technology + AI + Automation
Which systems do you currently use?

Other
List the most important software tools/platforms currently used
Where are staff still doing repetitive manual work that could potentially be automated?
How are you currently using AI in the business?

Other
What AI or automation opportunity interests you most?
Are there systems that do not communicate with each other and create duplicate work or data problems?
Constraint + Prioritization
If you could fix only ONE business problem in the next 90 days, what would it be?
Which problem would create the greatest financial or operational impact if solved?
What should the business STOP doing?
What should the business FIX immediately?
What should the business BUILD that does not exist today?
What is currently working well enough that you believe it should be SCALED?
STOP → FIX → BUILD → SCALE
What resources are realistically available over the next 90 days?

Other
How quickly are you prepared to begin implementing agreed priorities?
Optional Supporting Materials
Relevant supporting documents

Cancelof
Anything else Todd should review before the Diagnostic Session?
Diagnostic Session Preparation
Who should participate in the Growth Diagnostic Session?
Is the primary decision maker expected to attend?
What is the single most important question you want Todd to answer during the session?
Is there anything about the business situation that you have not captured elsewhere in this form but Todd needs to understand?
Should be Empty:

Growth Diagnostic — Todd Davis

Contact + Business Snapshot

90-Day Outcome + Executive Context

Business Economics

ATTRACT

CAPTURE

NURTURE

CONVERT

DELIVER

COMPOUND

Operations + Leadership

Team + Vendors

Technology + AI + Automation

Constraint + Prioritization

Optional Supporting Materials

Diagnostic Session Preparation