Complete 12 questions, it takes less than 3 minutes, your results, along with recommendations to improve will be available on the summary at the end!

Enter First Name Below *

What's Your Preferred Email Address? *

And Last Your Mobile Number? *

Which one best describes you?

Are all your leads going into one central CRM with documented, step-by-step workflows and repetitive tasks automated? *

Streamlined – All leads flow into one CRM with automations running

Partial – Some structure, but not consistent or complete, automations are not finalised

Scattered – Leads spread out, mostly manual work

Can you clearly state your ideal client in one sentence, including who they are, what they want, and why they choose you? *

Clear – I can confidently state exactly who they are and why they choose me

Uncertain – I have an idea, but it’s vague or changes depending on the situation

Undefined – I can’t clearly define my ideal client

When you are on an appintment or sales calls, are you confident in maximising your conversion rate, upselling additional products and increasing the value of every lead/client? *

Confident – Strong skills, consistently high conversion rate

Inconsistent – Can convert, but results vary and could be better

Struggling – Often find it hard to close clients

Do you consistently track weekly leads, appointments, and follow-ups to improve your conversion rate and pounds per client? *

Organised – Every lead tracked, followed-up, and maximised

Patchy – Some tracking and follow-up in place, but not consistent

Untracked – No clear lead or pipeline system with zero follow-up

Are you producing consistent, ideal client or niche-focused content across 1–2 main platforms 7 days a week? *

Consistent – Weekly content with a clear niche focus

Irregular – Post sometimes, but not consistent or niche-specific, help me!

Absent – Rarely post, no consistent content, starting from scratch

Do you have email/SMS/WhatsApp nurture sequences that stay in touch with leads for 6–24 months until they’re ready to buy or maintain relationships with clients once they have bought? *

Automated – Long-term nurture running for all leads and clients

Basic – Some nurture, but not automated, consistent or complete for either

None – No nurture in place for leads or existing clients

Are you using AI, automation, and tools like forms, surveys, and calendars to capture and manage leads efficiently? *

Automated – Leads captured and routed with minimal manual work

Partial – Some tools in place, but gaps remain, needs to be more efficient

Manual – All lead capture and management done by hand or excel

Do you regularly turn social media followers or engagement into booked appointments via conversations and/or the DMs? *

Frequently – Bookings come in weekly via chat/DMs

Occasional – It happens sometimes, but not consistent

Never – Don’t book through chat or social media

Do you offer a valuable downloadable resource (guide, checklist, calculator) that collects names and emails to build your database and marketing list? *

Active – Lead magnet live and generating contacts every week

Dormant – Have one, but not building the list, actively used or promoted

None – No lead magnet in place

What is your current average monthly turnover? *

Under £10k/month – Still in early stages of growth

£10k–£50k/month – Building momentum and consistency, ready to scale

Over £50k/month – Established and wanting to scale further

If you doubled your leads or client volume next month, would your systems, team, and processes cope without chaos? *

Ready – Could handle it smoothly today

Stretched – Could manage, but with strain or quick fixes

Overwhelmed – Would cause immediate chaos

When working "on" or growing your business, how quickly do you take action and have time to follow through? *

Immediately – I’ve got time each week to implement and I’m ready to scale

Procrastination & Pain – I can make time, but need guidance & accountability to improve productivity

No time – I have no spare capacity right now for growth or development