SYSTEM • AUTOMATION

Scale Through Systems Assessment

Find Where Growth Is Getting Harder Than It Should Be.

Every business has moving parts.

The question is whether those parts are working together—or creating unnecessary friction.

This short assessment will help us understand how your business currently operates, where opportunities may be getting lost, and what you're trying to improve.

There are no right or wrong answers. Answer based on how your business operates today.

Takes approximately 5 minutes.

First Name

Last Name

Business Name

Website

Which best describes your business?

Business Coach

Life / Personal Development Coach

Health & Wellness Coach

Consultant

Agency

Professional Service Provider

Local Service Business

E-commerce

Other

What is your primary offer?

How do clients typically buy from you?

Select an option

Approximately how many new inquiries or leads does your business receive in a typical month?

Choose one or more options

Where do most of your new opportunities currently come from? Select all that apply

Instagram

Facebook

TikTok

YouTube

Referrals

Website / organic search

Paid advertising

Networking

Email marketing

Other

When someone first shows interest, what happens next?

Select an option

How confident are you that every new inquiry is captured, organized, and followed up with?

Not confident at allCompletely confident

If your lead volume doubled next month, how well would your current process handle it?

Select an option

What usually happens to a lead who doesn't immediately book or buy?

Select an option

How consistently are prospects followed up with

Select an option

Where do you believe the most opportunities are currently being lost?

Choose one or more options

Do you currently have a clear way to see where each prospect is in your sales process?

Select an option

What happens after someone becomes a client?

Select an option

How consistent is your client experience?

Very inconsistentVery consistent

Which client-related process would you most like to improve?

Choose one or more options

How much of your recurring business work is still manual?

Select an option

How well do the tools you currently use work together?

Select an option

Which area consumes the most unnecessary time?

Choose one or more options

If you could fix ONE part of your business right now, what would make the biggest difference?

What would you most like your business to be able to do better over the next 6–12 months?

Choose one or more options

First Name

Last Name

Business Name

Website

Which best describes your business?

Business Coach

Life / Personal Development Coach

Health & Wellness Coach

Consultant

Agency

Professional Service Provider

Local Service Business

E-commerce

Other

What is your primary offer?

How do clients typically buy from you?

Select an option

Approximately how many new inquiries or leads does your business receive in a typical month?

Choose one or more options

Where do most of your new opportunities currently come from? Select all that apply

Instagram

Facebook

TikTok

YouTube

Referrals

Website / organic search

Paid advertising

Networking

Email marketing

Other

When someone first shows interest, what happens next?

Select an option

How confident are you that every new inquiry is captured, organized, and followed up with?

Not confident at allCompletely confident

If your lead volume doubled next month, how well would your current process handle it?

Select an option

What usually happens to a lead who doesn't immediately book or buy?

Select an option

How consistently are prospects followed up with

Select an option

Where do you believe the most opportunities are currently being lost?

Choose one or more options

Do you currently have a clear way to see where each prospect is in your sales process?

Select an option

What happens after someone becomes a client?

Select an option

How consistent is your client experience?

Very inconsistentVery consistent

Which client-related process would you most like to improve?

Choose one or more options

How much of your recurring business work is still manual?

Select an option

How well do the tools you currently use work together?

Select an option

Which area consumes the most unnecessary time?

Choose one or more options

If you could fix ONE part of your business right now, what would make the biggest difference?

What would you most like your business to be able to do better over the next 6–12 months?

Choose one or more options

Convert & Flow With Kath

Helping service businesses scale through better systems, smarter automation, and intentional business design.

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Terms

Convert & Flow With Kath

Helping service businesses scale through better systems, smarter automation, and intentional business design.

Privacy

Terms