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New assessment · Progress Scorecard

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Section 01

Recipient

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Section 02

Review

Section 03

1 — The Foundation: CEO Identity

Are you still the hands in your business, or have you stepped into the brains role — setting the vision, developing the team, and maintaining the systems that run the work?

  1. 1Still doing the technician work daily
  2. 2Mostly hands, occasional CEO moves
  3. 3Split between doing and leading
  4. 4Mostly leading, jumping in when needed
  5. 5Vision, team, and systems are my full-time job

Section 04

2 — Marketing

Are new leads coming in every month without you chasing them?

  1. 1Leads stop when I stop hustling
  2. 2I drive most of it, some referrals trickle in
  3. 3Mix of inbound and outbound, inconsistent
  4. 4Reliable monthly leads, I still touch the channels
  5. 5Predictable pipeline that runs without me

Section 05

3 — Operations: Systems & SOPs

Could you step away for a week and the business runs without you?

  1. 1Everything stops without me
  2. 2A few things run, most stall
  3. 3Day-to-day runs, decisions wait for me
  4. 4A week is fine, longer gets shaky
  5. 5Team and SOPs handle it, I'm not needed

Section 06

4 — Pricing & Profit

Do you know your unit economics and profit margin on every service you sell?

  1. 1I price by gut, margins are a guess
  2. 2I know revenue, not real margin
  3. 3Margins on the main services, fuzzy on the rest
  4. 4Clear margins, reviewed occasionally
  5. 5Unit economics tracked monthly, pricing tied to data

Section 07

5 — Customer Experience

Does the customer experience run on its own, built into the journey instead of carried by you?

  1. 1I'm the experience, every touchpoint runs through me
  2. 2Some handoffs work, I catch what falls
  3. 3Defined journey, execution depends on who's working
  4. 4Mostly automated and consistent, I check in
  5. 5Built into the system, same experience every time without me

Section 08

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