The $97 Assessment

What is your current average monthly gross sales for the past six months? Feeds your scores

Under $10K a month $10K to $49K a month $50K or more a month

How many hours per week, on average, do you spend working? Feeds your scores

Under 45 45 to 59 60 or more

What was your monthly PROFIT on average for the last six months? Feeds your scores

Losing money About even Up to $2,500 $2,500 to $5,000 $5,000 to $10,000 Over $10,000

I feel financially confident and secure. Feeds your scores

1 - Not at all like me 2 - A little like me 3- Neutral 4 - Somewhat like me 5 - Exactly like me

Your Money And Your Hour

What is your net for an average month? Net is what you personally take home after costs. Please look up the real number if you can, because this report is only as useful as this number. Feeds your scores

The number I wrote is:

My real net My best guess at net I do not know my net, so please use my gross sales

How many more hours a week do you spend on work outside your schedule? Planning in the shower, drive time and thinking time all count. Feeds your scores

What would it cost you per hour to pay someone to do your most repetitive task? Feeds your scores

What You Do

Your Numbers

Your Time

Days and times off?

Do you have at least one full day off each week? Feeds your scores

Yes No

Do you feel overwhelm? When did it start?

Tap one: Feeds your scores

Yes Sometimes No

Your Team And Your Role

What does your staff consist of? Please define in the following space: First name - duties, hours worked per week, wage, how long they have worked for you, contracted or in-house employee?

What roles do you fill in your business?

How many roles do you fill? Feeds your scores

1 2 3 or more

What do you WANT to do or think you should do in your business? Think about what you’re best at and love doing most. What is your genius zone? What can you do better than anyone else in your company that’s valuable?

Do you have a partner? Please describe your partnership, roles, strengths and weaknesses.

Your Systems

What systems do you currently have in place? How long? How do they work for you? Systems are any process you have. Lead gen, scheduling, marketing, follow up, documentation, training etc. Write all of it out.

How much of how your business runs is written down? Feeds your scores

Most of it Some of it Little or none

Do you feel like things fall through the cracks? Tasks?

Tap one: Feeds your scores

Yes Sometimes No

What systems have you identified you need but lack? Why do you lack them?

Where You Are Going

What is something you KNOW your company should be able to achieve but hasn't yet?

What do you want your company to be when it is "all grown up" ? (Brand image, Revenue. Growth.Products, clients, Hours worked, Team, Company Culture)

What, do you feel, is the biggest thing keeping you from getting to that goal?

How much would your company be able to earn if you solved that bottleneck?

Is there anything you want me to know about your business that I didn’t ask?

What Is Costing You Most

Name up to three things that take too much of your money, time or energy. Fill in the numbers you know and leave the rest blank.

Thing 1

Who does it?

Me Someone on my team Nobody, it is a cost Hours a month it takes If someone on your team does it: what they cost an hour Money you spend on it each month Customers it loses you each month Tell us more about it

Thing 2

Who does it?

Thing 3

Who does it?

Where To Send Your Report

A few answers are blank. Your report will say "Not known yet" where these would go:

The First Screen

Your Money And Your Hour

What You Do

Your Numbers

Your Time

Your Team And Your Role

Your Systems

Where You Are Going

What Is Costing You Most

Where To Send Your Report