Full Name
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Company Name
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Email
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Phone
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ABOUT YOU & YOUR BUSINESS
Q1. Which best describes your role?
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I own a business that I run by myself without any employees.
I’m the owner of a company with one or more employees.
I’m a manager or foreman at a company with direct reports.
Q2. How long has your business been in operation?
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Less than 1 year
1-3 years
3-5 years
5-10 years
10+ years
Q3. What is your business’s annual revenue?
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Under $100K
$100K - $250K
$250K - $500K
$500K - $1M
$1M - $2M
$2M - $5M
$5M+
Q4. What trade or industry is your business in?
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Industry
Q5. How many people are on your team (including yourself)?
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Just me
2-5
6-10
11-25
26-50
50+
1. I have a predictable system that generates new leads for my business every week.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2. Most of my jobs come from word of mouth or referrals and I don’t have a backup plan if those dry up.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3. I know exactly how much it costs me to acquire a new customer.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4. I don’t have a consistent follow-up process for leads that don’t close right away.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
5. My business has a clear sales process that my team (or I) follow every time.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
6. I often feel like I’m guessing where next month’s revenue is coming from.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
7. I can tell you my close rate within 5% accuracy right now.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
8. My phone could stop ringing tomorrow and I wouldn’t know how to fix it.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
9. I have at least two reliable channels bringing in new business consistently.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
10. I spend more time chasing estimates than closing deals.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Machine Scoring
11. The key processes that drive my business are clearly documented and repeatable.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
12. If I hired someone new tomorrow, I wouldn’t have a written training process for them.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
13. My business delivers a consistent customer experience regardless of who is on the job.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
14. The way my business operates day to day is more reactive than intentional.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
15. I have clear systems for scheduling, dispatching, and job tracking.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
16. I often feel like I’m constantly putting out fires instead of building something.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
17. My pricing is structured with clear margins and I review it regularly.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
18. Almost everything on my daily list feels urgent and nothing feels planned.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
19. I have a clear plan for my business’s money and I review my numbers monthly.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
20. Work is coming in faster than my business can keep up with and it’s causing problems.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Operations Scoring
21. I have team members I trust to make decisions without checking with me first.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
22. I don’t feel like I can delegate the day-to-day responsibilities of my business to others.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
23. My team members have clearly defined roles and responsibilities.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
24. The people on my team don’t seem to care about the business like I do.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
25. I invest time developing my team’s skills beyond just their trade work.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
26. I need to hire more people to take work off my plate but I don’t know where to start.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
27. My team would say they know exactly what’s expected of them every day.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
28. Most of my business’s results still rely on me personally being involved.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
29. I have someone on my team who could run a job from start to finish without me.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
30. If I took two weeks off, my business would stop moving forward.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Team Scoring
31. I know exactly where I want my business to be in 3 years and I have a plan to get there.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
32. I’m still working on creating a clearly defined mission for my business.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
33. I am able to focus most of my time on the parts of my business that I truly enjoy.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
34. I often feel like my business is running me rather than the other way around.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
35. I have a network of other business owners I can turn to for advice and accountability.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
36. I often feel burned out and have thought about quitting.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
37. I have a healthy separation between my work life and my personal life.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
38. Within my business, we tend to base our decisions on what has always worked rather than looking for better ways.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
39. I feel confident in my ability to lead my business through the next stage of growth.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
40. I feel happy with where my business is today.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Vision Scoring
41. I feel confident that my business would succeed without me running it day to day.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
42. I am too focused on building my business right now to think about what happens when I step away.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
43. My business’s reputation in the marketplace would remain strong even if I was no longer leading it.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
44. I don’t have anyone I trust to take over my business when the time comes.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
45. I know (or have started planning) who will lead my business after me.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
46. If I stepped away today, the person in charge would not be set up to win.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
47. My business creates wealth for me beyond just paying my bills.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
48. I sometimes worry that everything I’ve built could fall apart without me.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
49. I feel ready (or nearly ready) to choose my next adventure knowing my business is secure.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
50. I feel stuck. Like I built something I can’t walk away from even if I wanted to.
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Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Legacy Scoring
BIGGEST CHALLENGE
Before you see your results, which of these feels like your biggest challenge right now?
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Getting consistent leads and filling my schedule (MACHINE)
Building systems so the business doesn’t depend on me for everything (OPERATIONS)
Finding and keeping good people I can trust (TEAM)
Figuring out where the business goes from here and how to get there (VISION)
Building something that lasts beyond me and creates real wealth (LEGACY)
Honestly, I just feel burned out and stuck (GENERAL)
OVERALL FLOOR Assessment