Scale Smart72-question Million-Dollar Business Audit
Where is your business really at?
Answer honestly rather than aspirationally. Enter your name and email first so we can match this to your account.
Your details
Your numbers and goals
Attract
0%▸Perfect Product
Have you calculated the $ return you need per hour to meet your financial and lifestyle goals?
Are you confident about what specifically makes you unique compared to others?
Have you niched your business? And do you have 100% clarity of who your niche is?
Have you built instant empathy into your messaging that speaks directly to your ideal client's desired outcomes?
Do you have a signature service or product that is unique and makes you stand out from your competitors?
Have you checked that your current products and services give you a Business Model that achieves your goals?
Powerful Positioning
Do you have a powerful positioning statement that clearly positions you as the authority (expert) in your chosen niche?
Have you built an Authority Story that you use on your website and in your other marketing materials?
Does your current branding and online presence reflect the quality of your services?
Does your website actively generate the number of qualified leads you would like?
Do you have a strong Google Business Profile with 50+ reviews?
Are your social media accounts and website consistently branded and compelling enough to impress your visitors?
Magnetic Marketing
Are you regularly creating marketing content that has prospects saying, 'That's exactly what I need'?
Are you producing video content every month that positions you as the go-to expert in your field?
Do you have a strategy for consistently sharing powerful client success stories?
Do you have a system that successfully finds, builds and manages relationships with referral partners?
Are you currently running any paid online advertising campaigns?
Do you track and optimise the performance of your marketing activities?
Convert
0%▸High Converting Funnel
Do you have a lead magnet that consistently attracts the right clients into your world?
Do you have a powerful lead nurture email sequence designed to build trust and convert prospects to the next step?
Have you created an irresistible offer that has your clients calling or booking initial consultations with you?
Do you have a sales process that is mapped out, documented, working and easy to follow?
When your business is closed, are prospects able to easily go to your website and book an appointment or request a call back?
Are you using a structured sales meeting agenda to find and diagnose the gap between what your prospects have and what they want?
Confident Conversion Roadmap
Do you have a system to assess fit before investing your time in prospects?
Do you prepare for sales conversations with a mindset focused on helping, not selling?
Are you converting 80% or more of your prospects who you speak to or meet with?
Do you have a compelling and impressive service or product proposal that closes the sale and removes objections?
Do you have a fast and impressive client onboarding system?
Do you have a magnetic process for initiating contact with ideal potential clients?
Maximise Client Lifetime Value
Do you have a proactive rebooking system?
Have you implemented a system to upgrade your clients?
Do you have a re-engagement system for past or inactive clients?
Are you using VIC strategies (Very Important Client) to keep your best clients loyal?
Do you have a system to ask your clients to refer you to their family and friends?
Do you use a structured system to request, collect, and share reviews?
Deliver
0%▸Seamless Client Delivery System
Do you use a structured client experience map to guide the way you deliver services?
Have you built "fabulous first impressions" into your onboarding process?
Have you mapped out special moments to surprise and delight clients?
Do you deliver consistently excellent outcomes with documented SOPs (standard operating systems)?
Is the way that you onboard clients documented and systemised?
Do you have a system for checking in to get feedback from your clients?
Smart Business Systems
Do you have a documented snapshot of every system and tool your business uses, what each one costs and who owns it?
Have you mapped your core workflows from start to finish and removed the steps that add no value?
Do you regularly look for repetitive tasks that could be automated, and have you automated your most repetitive admin?
Do your systems pass client information between each other automatically, so a client only ever gives you their details once?
Do you have one agreed source of truth where key business information lives, and does your team know where to find it?
Do you have a CEO dashboard that shows your key numbers in one place and updates automatically rather than by hand?
The Dream Team
Do you have job descriptions for all team members, including yourself?
Have you invested in behavioural profiling (e.g. DISC, Myers Briggs) for yourself and your team members?
Do you have a system that makes recruiting the right employees easy?
Is your onboarding process for new team members aligned with your service promise?
Do you undertake formal performance appraisals on all team members (including yourself)?
Is your team supported by a management communication and meeting rhythm that keeps everyone aligned?
Scale
0%▸Winning Strategy
Have you documented your ultimate business vision?
Do you have a clear document vision for your ideal life?
Do you have written 12-month goals for the sales, profits, lifestyle and legacy of your business?
Have you completed a SWOT analysis for your business in the last 6 months?
Do you have a repeatable process for reviewing and adjusting your growth strategy?
Do you have a documented Business Model that will scale so you can achieve the financial results you want?
CEO Leadership Mastery
Do you have a clear exit strategy, even if you're not ready to exit yet?
Is your business set up to operate without you for at least two weeks?
Are you using a default diary or time-blocking system that protects your focus?
Do you currently set a quarterly game plan so that you can stay focused and track progress?
Are you happy with how focused and productive you are in the business?
Have you documented and delegated 80% of your repetitive tasks?
Diligent Financial Management
Do you know how to read and interpret your Profit and Loss and Balance Sheet reports?
Are you confident that you are being a diligent and responsible financial leader in your business?
Do you have a set of financial and non-financial KPIs that you measure and manage every month?
Have you prepared a 12-month detailed Budget for your business?
Have you got a Cash Flow Forecast?
Is your current business cashflow meeting your needs?