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Client Assessment

​​This quick assessment is designed to help you take a step back and look at how your business is really running.​


There are no right answers—answer each question honestly.

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This assessment gives us a starting point to talk about what you need—not a cookie-cutter solution, but a real strategy that helps you lead better, grow stronger, and build something sustainable.

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Next Steps: You will receive a follow-up email once the assessment is completed.

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→ Book a Discovery Call ​​

Client Fit Assessment

1. How often do you feel like your business can’t run without you?
2. How consistent are your day-to-day operations (scheduling, service delivery, client experience, etc.)?
3. How clearly defined is your company’s structure (departments, roles, reporting lines)?
4. Is there a documented org chart or workflow map your team uses?
5. When problems come up in the business, your first reaction is to:
6. What’s your biggest frustration right now? (Check all that apply)
7. How often do you have a team meeting with clear priorities or metrics?
8. Do you currently operate your business with a clear monthly or annual budget?
9. Do you have written policies or procedures for key business functions?
10. How confident are you in your hiring and onboarding process?
11. How often do you feel like you have to micromanage to keep things on track?
13. Which best describes your leadership style?
14. What’s your biggest fear about delegating more?
15. What motivates you to improve your leadership right now?
16. How clear is your vision for where the business is headed in the next 12 months?
17. How clear are your goals for the next 6–12 months in your business?
18. How ready are you to invest time and energy into doing things differently?

What feels like your biggest challenge, bottleneck, or pain point?

No pressure—just spill the one thing (or more) that keeps you up at night or makes you mutter “there’s got to be a better way” under your breath.

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