What Type of Business do you own?

Stage of Business

Aspiring Entrpreneur

Start-up (Less than 100K - Inconsistent Revenue)

Established Business

🔥 SECTION 1: WHERE ARE YOU RIGHT NOW?

Which best describes how you're feeling in your business right now?

😩 I'm in survival mode – overwhelmed, burned out, and winging it

😕 I’m trying to fix things but I keep jumping between ideas

🤔 I know something needs to change, I just don’t know how

🚀 I’m ready to focus and follow through — I just need a plan

💥 I’ve got some traction, but I want to scale faster

How consistent is your revenue right now?

Totally inconsistent — feast or famine

Somewhat stable, but not where I want it to be

Consistent, but I want to grow faster

I don’t know because I haven’t been tracking it

What area do you think is holding you back the most right now?

I need more leads

I need more engagement or visibility

I’m not converting leads into customers

My offer or pricing feels off

I don’t have a clear focus or strategy

🧠 SECTION 2: MINDSET, ENERGY & BALANCE

How do you feel at the end of most weeks?

🔋 Energized and productive

😐 Busy but not sure what I accomplished

🧠 Overwhelmed and scattered

🛑 Burned out and ready to quit

How balanced does your life feel right now?

🌈 Balanced — I have time for life, business, and myself

⚖️ Somewhat balanced — but business always spills over

🌀 Unbalanced — business is taking over everything

💀 Completely out of balance — I feel like I’m drowning

On a scale of 1–10, how much energy are you bringing to your business lately?

What usually stops you from following through? (Pick up to 2)

When it comes to support and community…

I feel fully supported and connected

I have people around me, but I still feel isolated

I’m mostly doing this on my own

I want support, but I don’t know where to find it

🔎 SECTION 3: CLARITY & ACTION

On a scale of 1–10, how clear are you about your next steps in business?

🧩 SECTION 4: FOCUS, FOLLOW-THROUGH & WORK STYLE

Do you normally set a clear monthly goal or target?

🎯 Yes — and I usually hit it

📝 I set goals, but I rarely follow through

🌀 I don’t set goals — I’m reacting most of the time

❓ I don’t even know where to start

On a scale of 1–10, how often do you finish what you start?

How do you typically manage your time?

📅 I use a system or planner and stick to it

📉 I try to plan, but I often fall off track

🔥 I spend most of my day putting out fires

⏱ I have no real structure — I just go with whatever’s urgent

What usually gets in the way of your progress? (Pick up to 2)

💭 Distractions / lack of focus

😬 Doubt or second-guessing

🎢 Too many ideas, not enough direction

🧍‍♀️ Lack of support / doing it alone

⚡️ Life chaos or burnout

📌 No clear plan

On a scale of 1–10, how confident do you feel about the direction of your business?

On a scale of 1–10, how clear are you on what actions actually move your business forward?

What feels most unclear or frustrating right now? (Pick up to 2)

❓ I don’t know where to focus

🚫 I’m not getting enough leads

🧲 My content isn’t converting

🌀 I’m overwhelmed by too many ideas

🛍 My offer isn’t selling

⏱ I can’t stick to a plan

👤 I feel like I’m doing it alone

💣 I’m burned out

Which of these best describes your current work style?

✅ I plan, then execute

🔄 I jump between tasks and hope it all works out

🔥 I’m constantly putting out fires

🏁 I start strong, but struggle to finish

❄️ I’m frozen — I don’t know what to do next

💼 SECTION 5: SALES, MARKETING & STRUGGLING AREAS

Where do you feel the least confident when it comes to sales & marketing?

📦 I don’t have a strong lead magnet or freebie

🧲 I struggle to generate quality leads

🌐 My website doesn’t convert or clearly explain what I do

🧾 My marketing materials (emails, sales pages, pitch) feel off or unfinished

☎️ I’m not confident in my sales conversations or how to close

📣 I don’t know how to talk about my offer in a way that gets attention

🙈 I avoid selling altogether because it feels awkward or hard

🎯 I don’t know who I’m really trying to reach

💰 I’m not confident in my pricing or packages

📊 SECTION 6: TARGET SETTING + BUSINESS BY THE NUMBERS

How much revenue do you currently have coming in per month (on average)?

How much Revenue should be generating per month??

Where do you think your business should be

How many leads should your business be generating per month?

How many new clients should you have per month?

Do you currently have a clear target or focus set for this month?

🎯 Yes — and I’m already working on it

📝 I have an idea, but nothing written down

🤷‍♀️ No — I haven’t thought about it yet

😩 I’ve tried, but I can’t seem to stick to anything

How do you currently hold yourself accountable in business? (Select all that apply)

🗓 I track my goals weekly or monthly

👥 I check in with a coach or mentor

🤝 I work with a peer or accountability partner

📢 I post publicly or tell others

🌀 I set goals, but don’t follow through

🚫 I don’t have any accountability

If you could accomplish one thing this MONTH and feel amazing about it — what would it be?

What would you like your revenue target to be this Month?

Last question... Answer it well!

And if you committed to this for 30 days — focused, followed through, and hit your target… What would that mean for you and your business?