Is Coaching Right for You?

This quick assessment is designed to help you evaluate how your business is performing across seven critical areas, from vision and leadership to systems, marketing, finances, and mindset.

By rating each statement, you’ll get a clearer picture of what’s working, what’s holding you back, and where meaningful improvement is possible. Once completed, your score will place you in one of three performance ranges. Each range offers insight into your current stage of business growth, and whether working with a coach could help you break through to the next level.

Whether you’re just getting organized, operating well but feeling stretched, or already running strong, this tool will help you identify if the right kind of coaching support could create real traction for your business and buy back your time, energy, and focus in the process. It only takes 3–5 minutes.

Rate each statement from 1 to 5, based on how consistently it reflects your current reality. Be honest, this is for you. Use the scale below to guide your answers.


GROWTH MODE

You’re in motion, but bottlenecks are slowing you down.

What it means:

You’re no longer in full startup chaos, but things still feel reactive. You’ve built something that works—but not without stress, inefficiencies, or key gaps. There’s traction, but progress feels harder than it should.

Typical symptoms:

  • Lack of clarity: You’re juggling multiple goals, unsure what to prioritize. Your team (if you have one) may be confused or pulling in different directions.
  • Missing systems: Key tasks rely on your memory or constant oversight. There’s little documentation or delegation.
  • Inconsistent leads/sales: Your marketing is hit-or-miss. You’re not always sure what works—or how to double down on it.
  • Overwhelm: You’re wearing too many hats. Your time gets eaten by firefighting instead of leading.
  • Limited insight: You make financial decisions based on your gut, not clear dashboards or data.

What coaching can do:

Help you get out of reaction mode: Prioritize the right goals with a simplified, strategic roadmap.

Systemize the chaos: Document and delegate recurring processes to free up your brain.

Fix what’s broken: Spot where leads, money, or energy are leaking—and plug the holes.

Clarify your numbers: Understand cash flow, costs, and profit in a way that supports decisions.

OPERATING WELL

You’ve got momentum, but still leaving results on the table.

What it means:

Your business has real structure and direction. But you know it could run smoother, faster, and with less dependence on you. You’re starting to hit the ceiling of your current systems or leadership habits.

Typical symptoms:

  • Systems are in place—but inconsistent: Some areas run smoothly, others depend on you too much.
  • Leadership gaps: Your team is good, but not quite independent or aligned at a high level.
  • Marketing/sales feels “good enough”: You’re getting leads, but conversion isn’t dialed in, or ROI is unclear.
  • You’re the bottleneck: Work still slows down if you’re away. You’re managing instead of leading.
  • Mindset & time: You’re productive but not always intentional. You suspect you’re doing more than you should.

What coaching can do:

Optimize your existing systems: Streamline, automate, and remove you from the center of every process.

Refine your leadership: Build a culture of ownership, feedback, and performance.

Sharpen your sales engine: Improve lead quality, follow-up, and close rates.

Buy back your time: Free yourself from low-leverage work so you can focus on strategy.

RUNNING STRONG

You’ve got a solid business—now make it scalable and sustainable.

What it means:

You’ve built something excellent. The machine is running, the team is engaged, and you know your numbers. But now the challenge is staying sharp as you grow—without losing your edge, burning out, or getting complacent.

Typical symptoms:

  • You’re growing—but feel stretched: There’s more opportunity than time. Strategic bandwidth is your bottleneck.
  • The team depends on your vision: They execute well, but most strategic direction still flows from you.
  • You want to scale smarter: You’re asking, “What’s next?” and “How do I keep growing without breaking what works?”
  • You want a trusted advisor: Someone to challenge your thinking, spot blind spots, and refine your strategy.

What coaching can do:

Serve as a strategic sounding board: Clarify your next moves, big decisions, or future structure.

Fine-tune your systems for scale: Identify what won’t scale and proactively upgrade it.

Uplevel your leadership team: Empower others to take real ownership so you can elevate your role.

Guard against burnout: Support you in managing energy, not just output.