How Scalable Is Your Business? How To Get the Most Out Of This Assessment: 1. Answer everything honestly & humbly (nobody is a Perfect 10). 2. Take your time. Sure this can be done in 3 minutes, but if you take your time it will be way more useful. 3. After you get your results, schedule 15-30 minutes of “thinking time” to review and create an action plan for CANI (constant and never-ending improvement). Lead AcquisitionDo you have a marketing calendar?* Yes No Kinda Have you automated your weekly marketing?* Yes No Kinda Do you have control over how many leads you generate each week?* Yes No Kinda Lead conversion Do you have a solid pitch you use to convert interested people into paying clients (or new investors)?* Yes No Kinda If yes, rate your pitch on a 0-10 scale.HiddenDo you have a solid pitch you use to convert interested people into paying clients (or new investors)?Do you have a sales process?* Yes No Kinda If yes, rate your sales process on a 0-10 scale.HiddenDo you have a sales process?Does it qualify and score your leads for you?* Yes No Kinda If yes, rate your lead scoring process on a 0-10 scale.HiddenDoes it qualify and score your leads for you?Do you have a solid follow up system to re-activate past clients?* Yes No Kinda If yes, rate your follow up system on a 0-10 scale.HiddenDo you have a solid follow up system to re-activate past clients? Max capacity Do you know your current max capacity?* Yes No Kinda If so, what is it?How good are you at keeping at but not beyond your max capacity on a 0-10 scaleHiddenHow good are you at keeping at but not beyond your max capacity on a 0-10 scaleHow close are you to being at max capacity?How good are you at saying no to new business when you hit or are close to max capacity 0-10?HiddenHow good are you at saying no to new business when you hit or are close to max capacity 0-10?What do you do when you hit max capacity?Rate the process you use to keep leads hot when you are full and not accepting new clients 0-10HiddenRate the process you use to keep leads hot when you are full and not accepting new clients 0-10 PeopleHow would you rate your team?* A Player B Player C Player Team members + Average rating:Do you have a solid onboarding process?* Yes No Kinda Do you have regular ongoing training?* Yes No Kinda Processes Do you have a solid set of SOPs for all positions in your company?* Yes No Kinda How often do you update your SOPs? 0-100 = never, 5 = when they break, 10 = regularlyHiddenHow often do you update your SOPs? 0-10Do your SOPs need to be updated?* Yes They are up to date Not sure Dashboards Do you have clear dashboards for each position on your team?* Yes No For some positions How often do you review your dashboards? 0-100 = never, 5 = from time to time, 10 = daily/weeklyHiddenHow often do you review your dashboards? 0-10What are the current trends you are seeing?* Getting worse Getting better Flat North starDo you have a north star vision written out for your business?* Yes No Kinda If so, what is it?Is everyone on your team able to tell me what the north star vision is for your business?* Yes No Kinda Have you turned this into a one page vision map that all team members see daily?* Yes No Kinda Mile markersDo you have a clear one year, 3 & 5 year vision written out for your business?* Yes No Kinda If so, what is it? Is everyone on your team able to tell me what the one year, 3-5 year vision is?* Yes No Kinda Have you turned this into a one page vision map that all team members see daily?* Yes No Kinda Winning patternsDo you have a clear daily 20 mile march set up for each team member of your business?* Yes No Kinda Do you measure to ensure that they hit their 20 mile march each day?* Yes No Kinda Have you clearly defined the ONE THING that each member of your team must complete each day for your business to be successful?* Yes No Kinda Share a brief outline of your businessWhat does your business do?* Who is your target clients?* Why do they choose you over your competitors?* What stage of business are you in?* Start-up (under $20k/month) Ramp-up ($20k-100k+/month) Build-up ($100k-$1m+/month) Industry Leader ($10 million+/month) Where should we send the results?FIRST NAME* LAST NAME* EMAIL* NameThis field is for validation purposes and should be left unchanged. Δ
