Business Assessment
Review each growth lever below. Tick Unknown if you do not have the data, record your Current baseline and planned Process, then give each area a colour-coded rating.
| Item | Unknown | Current | Process | Rating |
|---|---|---|---|---|
| Enquiry volume | ||||
| Speed to lead | ||||
| Appointment rate | ||||
| Quote rate | ||||
| Close rate | ||||
| Average job value | ||||
| Follow-up performance | ||||
| Reactivation potential | ||||
| Fulfilment capacity | ||||
| Opportunity value |
Enquiry volume
Speed to lead
Appointment rate
Quote rate
Close rate
Average job value
Follow-up performance
Reactivation potential
Fulfilment capacity
Opportunity value
Leads
Split your lead sources into cold and warm traffic. Tick N/A where a channel doesn't apply, set your Reliance on each, describe the Process and planned Improvements, then give a rating. Reliance within each section should add up to 50 — 100 across cold and warm combined.
Cold traffic
Channels that reach people who don't know you yet.
| Channel | N/A | Reliance | Process | Improvements | Rating |
|---|---|---|---|---|---|
| Paid ads | |||||
| Outbound email | |||||
| Cold calls | |||||
| Other (cold) |
Paid ads
Outbound email
Cold calls
Other (cold)
Warm traffic
Channels that reach people already aware of you.
| Channel | N/A | Reliance | Process | Improvements | Rating |
|---|---|---|---|---|---|
| Organic | |||||
| Email marketing | |||||
| Database reactivation | |||||
| Other (warm) |
Organic
Email marketing
Database reactivation
Other (warm)
Journey
Map each stage of your customer journey from first touch to sale. For every stage, write a short Summary, list the Tech stack in use, and note Responsibility for owning it.
| Stage | Summary | Tech stack | Responsibility |
|---|---|---|---|
| Traffic | |||
| Page | |||
| Proof | |||
| Conversation | |||
| Sale |
Traffic
Page
Proof
Conversation
Sale
Goals
Set your targets. Record where you are now and where you want to be for revenue, team size, bottlenecks and blocks. Annual revenue is calculated automatically from your monthly figure.
| Goal | Current | What they've tried | Goal |
|---|---|---|---|
| Average Monthly revenue | |||
| Annual revenue | |||
| Team size | |||
| Bottlenecks | |||
| Blocks |
Average Monthly revenue
Annual revenue
Team size
Bottlenecks
Blocks
Share your assessment
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