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In the next 12 months, I want to...
Double my revenue
Build a system that runs without me
Scale what's already working to the next level
Finally get consistent, predictable leads
Stop wasting money on marketing that doesn't convert
Step 1
The thing I'm most confident about in my business right now is...
My offer — I know it delivers real results
My reputation — clients trust us and come back
A growth channel that's starting to show real potential
My team — we've got the people to scale
The market — there's more demand than we can currently capture
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Step 2
Right now, my business generates...
Under $100K/year
$100K-$250K/year
$250K-$500K/year
$500K-$1M/year
$1M-$5M/year
$5M-$10M/year
$10M+/year
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Step 3
My team is...
Just me
2-5 people
6-20 people
21-50 people
50+ people
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📈
Businesses at your revenue level that optimise their growth system typically see 2-3x growth within 18 months .
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You're already ahead of most. Only 1 in 4 businesses even bother to assess their growth system.
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Step 4
I've been running this business for...
Less than a year
1-2 years
3-5 years
5-10 years
10+ years
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Step 5
Which of these marketing channels are you actively using?
Select all that apply.
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Step 6
Which one is your PRIMARY channel — the one driving most of your new business?
Select your primary channel...
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Step 7
How well is your primary marketing channel performing right now?
It's not really working — poor results for the money or time spent
It's OK — getting some results but nothing exciting
It's working well — solid results, could be better
It's crushing it — one of the strongest parts of my business
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Step 8
How consistently are you running marketing or sales activities to attract new prospects?
Rarely — it happens in bursts or when things get quiet
Occasionally — we do something every month or two
Somewhat regularly, but there are gaps
Regularly — most weeks we have something running
Continuously — we have always-on activity across our key channels
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Step 9
How would you describe the flow of new leads or prospects into your business?
Barely any — we rely on luck or existing relationships
A trickle — some come in but not enough to grow on
Moderate — enough to keep things moving but inconsistent
Healthy — regular flow of qualified prospects
Strong — more inbound interest than we can handle
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Step 10
If your main source of new business stopped working tomorrow, what would happen?
We'd be in serious trouble — it's basically our only source
We'd struggle — one channel does most of the heavy lifting
It would hurt, but we have one or two backup channels
We'd take a hit but recover — we have a few active channels
We'd adapt quickly — we have multiple proven channels running
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🎯
Companies that track their lead capture rate and optimise it see 3-5x more revenue per visitor than those who don't.
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Step 11
The main way I capture leads right now is...
Email opt-in or newsletter signup
Lead magnet or free resource download
Quiz, calculator, or interactive tool
Free trial or demo
Retargeting pixel only
I don't really capture leads
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Step 12
When someone visits your site and doesn't buy, can you follow up with them?
No — they leave and I have no way to reach them
I have retargeting ads but no direct contact method
Some visitors sign up to a list or I retarget with ads
I capture emails and have retargeting set up
Multi-touch follow-up system — email, retargeting, and automated sequences
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Step 13
Do you have a lead magnet or free resource that builds your email list?
No
I have something but it barely gets any signups
Yes, but it doesn't convert as well as I'd like
Yes, and it generates leads consistently
Yes — it's optimised, tested, and is my main list-building engine
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Step 14
Do you know how many visitors become leads each month?
No idea
I can see total visitors but not conversion rates
Rough sense, but I don't track it properly
Yes, I track it and review it regularly
Yes — I track it, optimise for it, and know my benchmarks
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Step 15
My primary sales model is...
Self-serve / e-commerce (people buy directly from the site)
Sales calls or consultations
Automated email sequences that nurture to purchase
Manual follow-up (DMs, calls, emails)
A mix of automated and manual
I don't have a clear sales process yet
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Step 16
How clear is your main offer — could a visitor buy from your site in under 2 minutes?
There's no clear way to buy online
There's something, but it's hard to find or confusing
Yes, but pricing and next steps could be clearer
Clear offer with visible pricing and a simple path to purchase
Optimised purchase path — clear offer, pricing, social proof, and streamlined checkout
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Step 17
What happens when someone shows interest but doesn't buy?
Nothing — I move on to the next lead
I sometimes follow up manually, but it's not consistent
I follow up manually with a rough process
There's a semi-automated follow-up sequence
Fully automated, systematic follow-up process
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Step 18
Do you have upsells, order bumps, or higher-tier offers?
No
I have one but it rarely gets taken
One upsell that gets some traction
Multiple offers that contribute to revenue
A structured offer stack that meaningfully increases average order value
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Step 19
Do you know roughly what it costs you to acquire a new customer?
Under $50
$50 – $150
$150 – $500
$500 – $2,000
Over $2,000
I don't track this
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Step 20
What's the average value of a single sale or deal?
Under $100
$100 – $500
$500 – $2,000
$2,000 – $10,000
$10,000+
It varies too much to say
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Step 21
How much does a typical customer spend with you over the full relationship?
About the same as their first purchase — most buy once
Roughly 2x their first purchase — some come back
3–5x their first purchase — decent repeat business
5–10x — strong retention and repeat revenue
10x+ — long-term relationships with high lifetime value
I don't track this
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💰
Companies with a structured post-purchase system generate 3-5x more revenue per customer than those without one.
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Step 22
After someone buys, what's the next structured step in their journey?
No structured next step — we deliver and move on
We send a thank-you email but nothing beyond that
We check in manually, but it's inconsistent
Structured onboarding process or clear next offer
Automated onboarding sequence with a clear path to the next purchase
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Step 23
How often do you actively communicate with existing customers?
Almost never after the initial sale
Occasionally — when we have something to promote
Regularly, but it's the same message to everyone
Regularly, with some segmentation by customer type
Regularly — segmented, relevant communication tailored to their journey
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Step 24
Do you have a clear upgrade path or backend offer for existing customers?
No
There's a vague idea but nothing structured
Sort of — one higher offer exists but it's not actively promoted
Yes — a clear next offer that's promoted to existing buyers
Structured ladder from entry offer to premium, actively driving upgrades
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Step 25
Do your customers actively recommend you to others?
Not really — referrals are rare
Occasionally, but it's unpredictable
Sometimes — I get referrals but it's not reliable
Regularly — referrals are a meaningful source of business
Referrals are a predictable, significant source of new business
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Step 26
Do you have testimonials, reviews, or case studies that you use in your marketing?
Few or none
A handful, but they're not used in marketing
Some, but they're not placed systematically
Good collection, placed on key pages
Strong social proof throughout marketing — testimonials, case studies, and reviews
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Step 27
Do you have a process or system for generating referrals?
No — I just hope customers refer on their own
I occasionally ask happy customers, but there's no system
I ask for referrals, but it's informal and inconsistent
I have a defined process — I ask at specific points in the customer journey
Systematic referral program — automated asks, incentives, or a structured program that runs without me
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Step 28
If I'm being honest with myself, the part of my marketing that's most broken right now is...
Getting enough of the right people to find me
Capturing leads before they disappear
Converting interested people into paying customers
Keeping customers engaged after they buy
Getting customers to refer others
All of it — nothing really works as a connected system
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Step 29
I've been stuck on this for...
A few months — it's a recent realisation
About a year — I keep telling myself it'll sort itself out
2-3 years — I've thrown things at it but nothing sticks
Longer than I'd like to admit
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Step 30
The thing that frustrates me most is that I've already tried...
Hiring an agency or freelancer (and it didn't deliver)
Running paid ads (and burning money with nothing to show for it)
Building funnels and automations (that nobody used)
Creating content consistently (with no measurable impact on revenue)
Multiple things — none of them worked the way I expected
Investing in tools and platforms that promised results but didn't move the needle
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Step 31
The thing I'm most worried about if I don't fix this is...
We'll keep burning budget on marketing that doesn't compound
Our competitors will out-scale us while we're stuck figuring this out
I'll stay trapped in the day-to-day instead of working on growth
The business will plateau and we'll have to start cutting back
We'll miss the window — the market's moving and we're not keeping pace
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Step 32
What would make the biggest difference for your business right now?
A clear system that brings in leads predictably
A way to convert more of my existing traffic into customers
A backend that keeps customers buying and referring
Someone to tell me exactly what to fix and in what order
Honestly, all of the above
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You're not alone. Most business owners we work with feel exactly this way. The difference is you're doing something about it .
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