Universal Business Benchmark & Measurement Tool

Full Name

Phone *

Email *

SECTION 1: Operational Clarity & Workflow

2. How automated is your new client onboarding process?

Manual and different each time

Partially automated with a checklist or form

Mostly automated with some personalization

Fully automated with branded touchpoints and system triggers

3. Rank the following for improvement (from highest to lowest):: SOPs, Client onboarding, Task delegation, Follow-up systems

5. What one system (if improved) would give you immediate relief?

SECTION 2: Revenue Health & Monetization

7. How do you track inquiries, proposals, and conversions?

I don’t

Manually in a spreadsheet

With a basic CRM

With an automated pipeline that tracks and reports in real-time

8. Rank your current revenue sources (from highest to lowest): Retainers, Projects, Strategy sessions or intensives, Courses/products, Partnerships or affiliate commissions

10. What’s holding you back from earning more—time, pricing, team, or systems?

SECTION 3: Client Experience & Retention

12. How structured is your review and referral system?

Nonexistent

Occasional follow-ups

Monthly reminders

Automated and personalized based on timing

13. Rank your client experience tools (from most to least effective): Welcome kits / onboarding, Automated updates or reports, Review requests, Post-project check-ins

15. What would help you turn more one-off clients into long-term relationships?

SECTION 4: Team Support & Creative Delegation

17. How do you collect internal feedback or address workflow gaps with your VA/team?

I don’t—just react when things go wrong

Occasionally in messages or calls

Quarterly reviews or feedback surveys

Weekly systems check-ins and anonymous input

SECTION 5: Strategic Awareness & Scalability

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