Universal Business Wheel Challenge

Answer as many as you want, or only the ones that apply

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1. What feels most urgent in your business right now?

Too much on my plate

Sales/clients not consistent

Team/task breakdowns

Lack of clarity or visibility

2. If this one thing was fixed tomorrow, what would change most?

Rate each item: 1 = No/Don't Know | 2 = Sometimes/Partial

3 = Yes/Consistent

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 track milestones to ensure delivery stays on time and complete?

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 stepped away for a week, would your team still know exactly what to do?

Client Journey Mapping

Can a new prospect clearly see their next step from first contact to purchase?

Do you have mapped touchpoints from awareness → nurture → conversion?

Is the journey documented so anyone on your team can replicate it?

Visibility & Outreach

Do you post or share consistently in ways that build awareness?

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

Do you have a system that nurtures prospects beyond the 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 (e.g. 3 touches/week → outreach/call)

Can you see at a glance who's new, who's engaged, and who's ready?

Documentation & How-Tos

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

Could another team member step in and follow them without confusion?

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

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

Do clients or leads receive confirmations + reminders automatically?

Could another operator 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 metrics weekly, monthly, and quarterly?

Do you share a simple, branded way to show clients their progress?

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

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

Do clients leave onboarding knowing what's happening and who to contact?

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

Do you log improvements and gaps so nothing gets forgotten?

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

You will receive your score within 24-48 hours.

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