Where are you on your business journey?

Every owner has a different starting point. Let us map yours. About 5 minutes · no studying · no wrong answers.

Step 1 of 5

1 Step 1

What best describes your business stage now? * ?

🚀 Active & Generating Revenue. I'm serving customers and making sales. 🎯 Launch-Ready. My idea is validated, I'm preparing to open. 💭 Early Exploration. I have a concept but haven't started yet.

🔍 Validation Checkpoint: When did you last receive payment from a customer/client? * ?

Within the last 7 days Within the last 30 days Within the last 90 days More than 90 days ago Never / Not yet

How do you create value for your customers? * ?

Service & Expertise (consulting, coaching, agency work, professional services) Product Distribution (reselling physical or digital products, retail, wholesale) Product Creation (manufacturing, content production, custom goods)

🔍What exactly do you sell? * ?

Who is your ideal customer? * ?

🗓️ When do you plan to launch? * ?

Within the next week Within 2 weeks Within 30 days 1-3 months Not sure yet

What is the status of your product/service development? *

Complete and tested Complete but untested Mostly done (80%+) About halfway Just started

💡 How well is your business idea validated? * ?

Highly validated with target customers Some validation with potential customers Only validated with friends/family Just did online research It's just an idea, no validation yet

2 Step 2

How clearly can you describe who your product or service is for? *

I could name the exact type of customer and why they choose us I have a clear picture, though it isn't written down I have a general sense — a fairly broad group That's something I'm still working out

How do people currently find out about you? *

Several channels, and I know which one performs best One or two channels that work reliably Mostly word of mouth and referrals We haven't started promoting yet

If someone asked why they should choose you over the alternative, how ready is your answer? *

We have a clear answer we've tested and use consistently I can answer it well, though it changes depending who's asking I'd manage, but it isn't sharp That's one I'd like to work out

How do new customers usually reach you? *

Through a repeatable process that brings them in predictably It works, but it depends heavily on me personally Mostly referrals and word of mouth We're not bringing in new customers yet

When someone shows interest but doesn't buy straight away, what happens next? *

They go into a system that follows up without me remembering I follow up personally, and I usually get to it I follow up when things are quiet enough Nothing formal happens yet

How will you know why customers come back — or don't? *

We track it and change things based on what we learn I ask customers directly and adjust I plan to, but haven't set it up Not something I've looked at yet

How did you arrive at your prices? *

Calculated from costs and margin, and reviewed regularly Calculated once from costs Based mainly on what others charge Mostly an estimate for now

How well do you know what it costs you to deliver one sale? *

To the dollar, including my own time Roughly, for the main costs I know overall expenses, but not per sale Not yet

If you stepped away for two weeks, how much would keep running? *

Most of it — the important things are written down Some of it, with preparation Very little It would stop

Where do customers experience your brand? * ?

Physical Location (storefront, clinic, restaurant, office, studio) Online Platform (e-commerce, marketplace, digital delivery) Direct Relationship (in-person sales, door-to-door, field service)

🔍 Reality Check: What is your business address or URL where customers can find you right now? * ?

If physical: What are your current operating hours? If online: What's your average monthly website traffic or platform views? * ?

💰 What was your gross revenue last month (Not profit. Just your total sales)? * ?

$0 $1 - $1,000 $1,001 - $5,000 $5,001 - $15,000 $15,001 - $50,000 $50,001 - $100,000 $100,001+

🔍 How many customers/clients did you serve last month? * ?

0 1-3 4-10 11-25 26-50 51-100 100+

What's your average sale value? * ?

Under $50 $50 - $200 $201 - $500 $501 - $2,000 $2,001 - $10,000 $10,001+

Do you have any committed customers lined up? *

Yes, they've already paid Yes, verbally committed Yes, expressed interest Not yet Not applicable to my model

What's your biggest concern about launching? * ?

How many potential customers have you talked to? *

20+ people 10-19 people 5-9 people 1-4 people None yet

How much time have you invested researching this business idea? *

100+ hours 50-99 hours 20-49 hours 5-19 hours Less than 5 hours

What's your biggest concern about starting this business? * ?

3 Step 3

In 1-2 sentences: What's your biggest financial pressure right now? * ?

🔍 Financial Reality Check: How many months of operating expenses do you currently have in reserve? *

Less than 1 month 1-2 months 3-5 months 6+ months I don't track this

Do you have a separate business bank account? *

Yes, and I use it exclusively for business Yes, but I mix personal and business sometimes No, I use my personal account I operate with cash only

In 1-2 sentences: What is the operational bottleneck that costs you the most, time or money? * ?

🔍 Scale Verification: How many people work in your business (including you)? *

Just me 2-3 people 4-10 people 11-25 people 26+ people

What's your current monthly overhead (rent, utilities, software, insurance, etc.)? *

$0-$500 $501-$2,000 $2,001-$5,000 $5,001-$15,000 $15,001+ I don't know

How much have you personally invested so far; money, not time? *

$0 $1 - $500 $501 - $2,000 $2,001 - $10,000 $10,001 - $50,000 $50,001+

Do you have all required licenses and permits? *

Yes, all of them Some, working on the rest Not yet I don't know what I need

How will you get your first paying customer(s)? * ?

What skills do you need to learn to launch this? * ?

How many hours did you spend on this business idea last week? *

20+ hours 10-19 hours 5-9 hours 1-4 hours 0 hours

What have you done in the past 7 days specifically for this business? *

Researched or learned something new Talked to someone about it Created something (plan, design, content) Spent money on it Nothing specific

4 Step 4

In 1-2 sentences: What do customers complain about or what prevents repeat business? * ?

🔍 Customer Relationship Test: What percentage of your customers or clients are repeat buyers? *

0-10% 11-25% 26-50% 51-75% 76-100% I don't track this

When was the last time you proactively asked a customer for feedback? *

Within the last week Within the last month Within the last 6 months More than 6 months ago Never

Can you name from memory your top 3 customers or clients by revenue? *

Yes, immediately Yes, but I'd need to think about it No, I'd need to check records I don't track individual customer revenue

In 1-2 sentences: What feels chaotic or poorly organized in your business? * ?

🔍 Systems Maturity Test: Do you have written procedures for your core business processes? *

Yes, detailed documentation Some written, mostly in my head No, it's all in my head What are business processes?

🔍 Compensation Reality: How much did your business pay you personally last month? *

$0 $1 - $2,000 $2,001 - $5,000 $5,001 - $10,000 $10,001 - $20,000 $20,001+

Is this amount enough to cover your personal living expenses? *

Yes, comfortably Yes, barely No, I rely on other income No, I'm going into debt

🔍 Marketing Activity Verification: How much did you spend on marketing last month? *

$0 $1 - $250 $251 - $1,000 $1,001 - $5,000 $5,001+

What marketing activities did you actually do last week? (Select all that apply) *

Posted on social media Sent emails to prospects/customers Ran paid ads Attended networking events Made outbound calls or sent messages Created content (blog, video, etc.) Asked for referrals None of the above

🔍 Legal Structure Verification: What is the legal structure of your business? *

Sole proprietorship Partnership (GP / LP / LLP) Corporation (federal or provincial) Cooperative Non-profit organization Registered charity I don't know

When did you last file your business taxes? *

Within the last 12 months 1-2 years ago More than 2 years ago Never filed business taxes I'm not sure if I need to

On a scale of 1-10, how likely is it that you'll actually follow through? *

1-3 (Unlikely - probably just a dream) 4-6 (Maybe - depends on circumstances) 7-8 (Likely - I'm committed with minor doubts) 9-10 (Certain - nothing will stop me)

What's the one thing that would prevent you from following through? * ?

If we followed up with you 90 days from now, what would you have accomplished? * ?

🔍 Truth Moment: Is there anything you answered earlier that wasn't completely accurate? * ?

No, everything was truthful Yes, I may have exaggerated my progress a bit Yes, I was overly optimistic about my readiness Yes, I understated my challenges to look better

5 Step 5

Which statement resonates most strongly with you? *

I'm all-in and willing to do whatever it takes to succeed I'm serious but need to balance other life priorities I'm exploring whether this is the right move for me I'm looking for guidance to make an informed decision

🔍 Commitment Validation: In the next 90 days, how many hours per week can you realistically dedicate to launch your business idea? *

1-5 hours (Limited availability) 6-15 hours (Consistent part-time) 16-30 hours (Serious side hustle) 31-40 hours (Primary focus) 40+ hours (Total commitment)

What are you willing to sacrifice to make this work? (Select all that apply)

Social/leisure time Sleep (temporarily) Entertainment expenses Current comfort level Job security Short-term income Honestly, I'm not sure I want to sacrifice anything

What do you think will be your biggest challenge? * ?

🔍 ACCOUNTABILITY: What would success look like for you in 12 months from today? * ?

Now be brutally honest: What's the REAL reason you haven't already achieved this? * ?

📧 Contact Information

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