Progress Scorecard — {{business_name}}

Client: {{client_name}} Review: {{review_label}} · {{review_date}}

Score each function on a 1–5 scale. The honest score is the useful score. Update every 30 days.

Scale

• 1 — I'm the bottleneck
• 2 — Mostly me, some help
• 3 — Shared, inconsistent
• 4 — Runs without me most days
• 5 — Fully systematized

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

Score: {{score_foundation}} / 5 — {{score_foundation_label}}

Why this score {{why_foundation}}

2 — Marketing

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

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

Score: {{score_marketing}} / 5 — {{score_marketing_label}}

Why this score {{why_marketing}}

3 — Operations: Systems & SOPs

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

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

Score: {{score_operations}} / 5 — {{score_operations_label}}

Why this score {{why_operations}}

4 — Pricing & Profit

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

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

Score: {{score_pricing}} / 5 — {{score_pricing_label}}

Why this score {{why_pricing}}

5 — Customer Experience

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

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

Score: {{score_cx}} / 5 — {{score_cx_label}}

Why this score {{why_cx}}

Your Total Score

Total: {{total_score}} / 25 — {{total_label}}

Bands

5–10 — Doer You're the business. Every system, every lead, every customer touchpoint runs through you. The work is paying you, but you don't own a company yet — you own a job. Start with one function. Pick the one that breaks first when you take a day off.

11–15 — Operator You've built something real, but you're still inside it. A few functions work, the rest depend on you. This is where most founders plateau. The move now is documentation and delegation — turn what you know into systems someone else can run.

16–20 — Owner The business runs with you, not just through you. You've got leverage in most functions, weak spots in one or two. Your next 90 days should target the lowest-scoring function. One focused upgrade here changes everything.

21–25 — CEO You're operating from the brains role. Systems hold, the team executes, the numbers are clear. The risk now isn't building — it's drift. Re-score every 30 days to catch the function that's quietly slipping.

What I'm going to work on next {{next_focus}}