Step 1 — Revenue Group

$50K or less

$100K or less

$200K or less

$1M or more

Step 2 — Spoke Questions

(1–3 scale, single answer per question)

Scale = 1 = No / Don’t Know, 2 = Sometimes, 3 = Yes, Consistent

Offer & Delivery

Do you have 3–5 clearly defined offers that clients can easily choose from?

Is your delivery process consistent so every client receives the same quality?

Do you have milestones in place to ensure delivery stays on track?

Tasks & Team Rhythm

Does your team follow a shared weekly rhythm (meetings, check-ins, reviews)?

Are all tasks tracked in one central system with owners and due dates?

If you step away for a week, would your team still know exactly what to do?

Client Journey Mapping

Can a new client sign up today and move seamlessly from “yes” to execution?

Do you have a standardized onboarding sequence (intake → review → confirmation)?

Does every client receive a branded welcome that makes them feel carried, not confused?

Visibility & Outreach

Do you post consistently in a way that builds awareness of your business?

Do you track and respond to all likes, comments, and DMs within 24 hours?

Do you have a system that nurtures prospects beyond first contact?

Contact & Client Tracking

Is every lead and client tagged and tracked in your CRM (no “lost contacts”)?

Do you have a follow-up rhythm (3x touches/week → outreach/call)?

Can you see at a glance who’s new, who’s engaged, and who’s ready for a call?

Documentation & How-Tos

Do you have written or Loom SOPs for your core business processes?

Could another team member step in and follow your SOPs without confusion?

Are your SOPs updated, centralized, and easy to find?

Inbox & Calendar Management

Is your inbox consistently clean, with no missed important emails?

Do your clients or leads get confirmation + reminders automatically?

Could another operator step in and run your inbox/calendar without disruption?

Measurement & Clarity

Do you know what's complete, in progress, and blocked across your business?

Do you review your progress weekly, monthly, and every 8 weeks?

Do you have a simple, branded way to show clients their progress without overwhelming them?

Do you send automated, branded welcome emails immediately after purchase?

Do you run a 3-interview rhythm (gather, review, confirm) with every new client?

Do clients leave onboarding knowing what’s happening, what’s next, and who to contact?

System Maintenance & Improvement

Do you review and refine your business systems on a set schedule?

Do you have a way to log improvements and gaps so nothing gets forgotten?

Is at least 80% of your work transferable to another operator if needed?

Step 3 — Business Info