Built to Last

The assessment takes a look at four big areas: Marketing, Sales, Operations, and Leadership. You’ll rate yourself on a scale of 0 to 5—0 meaning there’s room for improvement and 5 meaning you’ve totally nailed it.

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• What We’re Focusing On:

  • Lead Generation & Referral Systems:

    • This is all about how well you’re bringing in leads and getting referrals from past clients and partners. We look at your strategies for generating leads, keeping those referral relationships strong, and staying in touch with your network.

  • Marketing & Branding:

    • We dive into how solid your personal brand is and how active you are with marketing. Social media, client events, getting involved in your community—it all matters when it comes to reaching your audience and building a recognizable brand.

  • Sales Processes & Client Management:

    • Here, it’s all about turning leads into clients and keeping those relationships strong. We’ll evaluate how you handle objections, use sales scripts, and follow up to keep clients happy and coming back.

  • Operational Efficiency & Technology:

    • Time management and leveraging tech to streamline your processes are key. We’ll see how well you’re tracking leads, organizing your work, and using tools to stay productive and deliver great service.

  • Financial Management & Personal Development:

    • This isn’t just about work—it’s also about how you handle your finances and stay on top of personal growth. From saving and managing debt to continuous learning and work-life balance, we cover it all.

• What’s the Challenge?

  • Staying consistent with marketing

  • Managing your time and leads effectively

  • Building a strong referral network

  • If you’re scoring lower in these areas, it’s a sign to tighten up your systems and habits so you can crush it in business and life.

This approach gives you a well-rounded picture of where you’re excelling and where you can level up.

 

Let’s get into it!