BUSINESS PERFORMANCE ASSESSMENT

🔹 Welcome & Purpose:

Welcome to your Business Assessment a powerful step toward scaling your company with greater business clarity, systems, and alignment.

This assessment is designed to help you reflect on the key areas of your business, spotlight growth opportunities, and uncover where targeted support can make the biggest impact.

We’ll use your responses to shape a personalized coaching roadmap tailored to your business goals, so you can lead your business with more confidence, build with intention, and scale faster to next level results.

What to Expect:

🔹 The Business Assessment takes about 10–15 minutes to complete
🔹 Your responses are completely confidential 
🔹 Results help us craft your custom executive coaching & consulting plan to grow at scale

Let’s dive in and set the foundation for your next level.

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Email *
🎉 Birthday
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Share your birthday month  — something special might find its way to you when the time’s right.
Name: (First & Last) *
Phone: *
COMPANY WEBSITE: *
TITLE & ROLE: What is your title and role at the company? *
Permission to Analyze Results: *
Required
How did you find out about this assessment? 
(#1. Website, #2. Referral- Referred by Who ?,  #3. Social Media- On which platform?, or #4. Other - Please explain)
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SERVICE/PRODUCT OFFER: 

Describe your primary service/product offering (What do you sell? Who is your ideal client? & At what price points?) 

What makes your company or service offering unique in your market? (Unique advantage or differentiator)
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CLIENT PULL: How are you mainly getting clients?

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Required
MONTHLY GROSS REVENUE: What is your company's monthly gross revenue? *
Required

 SYSTEMS FOR SCALE: Where do you have clearly defined systems and processes for scale? What departments or areas of your business could most use SOP's ( standard operating procedures)?

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BUSINESS STAGE: Which best describes your company’s current stage?

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MONTHLY NET PROFITS: What are your average monthly profits after expenses? (This helps us understand where revenue may not be translating to bottom-line growth) *
OWN THE WINS: What’s currently working well for you in your business this year?
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BOTTLENECK: Where are you currently the bottleneck in your own business? (E.g., delayed decisions, micromanagement, lack of delegation, unclear priorities or project direction etc) 
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FOUNDER FEARS: What is one thing that keeps you up at night about the business?
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ITS YOUR BUSINESS, LIFE, & LEGACY: How aligned does your business feel with the life you’re trying to build and the legacy you want to leave behind? What would you ideally want?

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DELEGATE/AUTOMATE GAP: If you could delegate or automate one thing in your business right now, what would it be? What are you still doing that is costing you time, energy, or growth?
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IN VS ON AUDIT: On average, how many hours per week are you working in the business vs on the business? *
WINGING IT WHERE? :  Where do you feel like you or your team is “winging it” without a solid plan or strategy?
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 INCOME GOAL(30, 60, 90 DAYS):
What would you ideally like to earn in monthly net profits in the next 30, 60, and 90 days?  *
THE MORE $ MEANING:
What would it mean to you, your family, team, lifestyle etc if you earned the above income goals and fully committed to optimizing your business in the next 6–12 months? *
YOUR BIG VISION: What is your ultimate vision for the company? (Think: 1-2yrs & 5-10yrs from now, what would you love to achieve?) *

đź“ŠBUSINESS REVIEWđź“Š

Identifying Growth Opportunities & Support Needs

Which of the following 15 strategic business areas would benefit most from additional support or development at this time?

(Please review each area and check all growth areas that apply)

**NOTE: IF YOU ARE SHORT ON TIME, SIMPLY REFERENCE THE CHECKLIST PER BUSINESS AREA TO THEN RATE YOUR OVERALL SATISFACTION & OPTIMIZATION PER STRATEGIC AREA**

1. SEO Optimization & Organic Lead Generation
📊 Business Departments  (Satisfaction Rating)

For each, please rate your current level of satisfaction with the following strategic business areas on a scale of 1–10:

0 = Not Applicable / Not Active in My Business

1 = Very Dissatisfied

10 = Completely Satisfied

Note: Pay attention to the Top 3 Areas where you feel least satisfied, as these may indicate where you most need strategic support.

SEO & Organic Lead Generation *
2. Marketing, Public Relations, & Community Engagement
Marketing, Public Relations, & Community Engagement
 *
3. Networking
Networking *
4. Social Media
5. Email Marketing
Social Media & Email Marketing *
6. Business Development
Business Development *
7. Sales & Sales Operations
Sales & Sales Operations *
8. Customer Success
Customer Success: Retainment, Renewals, and Rewards *
 9. Research, Innovation & Development
Research, Innovation, & Development *
10. Branding - Logo, Image, Messaging, & Positioning
Branding - Logo, Image, Messaging, & Positioning
 *
11. Operations & Data Analytics
Operations & Data Analytics *
12. Technology, Infrastructure, & Web Security
Technology, Infrastructure, & Web Security
 *
13. Admin & Asst. Support
Admin Support - Data entry,  scheduling, email correspondence, etc *
14. People, Culture & Leadership
HR Policy & Internal Procedures *
15. Finance, Legal, & Risk Management 
Finance, Legal, & Risk Management  *
THE TOP PRIORITY: Based on the business performance categories listed above, which three do you believe requires the most immediate improvement, change, or foundational implementation? Please list and rank them in order of priority from 1 to 3 (#1 being the most urgent) *
Area #1: What is the key problem or challenge in this area? Describe below along with any possible solutions you've already tried to address this business issue... *
Area #2: What is the key problem or challenge in this area?  Describe below along with any possible solutions you've already tried to address this business issue... *
Area #3: What is the key problem or challenge in this area? Describe below along with any possible solutions you've already tried to address this business issue... *
INSIGHTS IN MOTION:
What’s becoming clearer as you complete this assessment? Any specific goals, patterns, or truths rising to the surface?
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OWN THE DIFFERENCE: What has historically been in the way from you making these shifts? What would it look like to fully commit to changing that?
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FOLLOW-THROUGH: What else looking forward might get in the way of you making these changes and following-through with your goals?


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READINESS TO GROW : On a scale of 1–10, how ready are you to grow and implement change in your business?

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ADDITIONAL RESOURCES: Would you be interested in taking other follow-up assessments that speak specifically to your life goals and business performance?  If so, check those you’d like us to send you..  

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Required

COACHING: Outside of the top 1-3 business areas above, which areas could you use executive coaching support with right now?

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Required

CONSULTING: Where might done-with-you support, implementation, or expert consulting make the biggest impact on your business right now?

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Required

Are you interested in exploring how Executive Coaching and Consulting with Devin could help you reach your business goals faster?

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Required

✅ Next Steps

Once you’ve completed the assessment, I’ll personally review your responses and follow up with a brief analysis of your results in a personalized BUSINESS PERFORMANCE REPORT, along with some recommendations on your next best steps.


🛡️Consent Note: By submitting this form, you consent to having your results analyzed and stored securely for the purpose of delivering your results and recommendations via email. I take your privacy seriously and treat your data with the highest level of care and confidentiality
A copy of your responses will be emailed to the address you provided.
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