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🧪

$10K Self Assessment

Use this to figure out
where the user is right now

Instructions:

Answer each question honestly based on where your business currently stands.
At the end, your score will determine your Business Stage + Next Steps.
(Responses can be interactive checkboxes or dropdowns in Notion/GPT UI)

Assessment Questions (1–10):

  1. I Help Statement
      2. Do you have a clear “I help…” positioning line?
  • ✅ Yes, refined and strong
  • ⚠️ Sort of, could be clearer
  • ❌ Nope, haven’t defined it
  1. Ideal Client Avatar
      2. Do you know their pain points, goals, and where they hang out?
  • ✅ Yes, well-defined
  • ⚠️ Kind of, needs refining
  • ❌ No clue
  1. Niche Definition
      2. Are you in a clearly defined space with standout positioning?
  • ✅ Yes
  • ⚠️ Somewhat
  • ❌ Not yet
  1. Offer Creation
      2. Do you have a high-value, structured, well-priced offer?
  • ✅ Yes
  • ⚠️ It needs work
  • ❌ Nope
  1. Profile Optimization
      2. Is your IG profile optimized to attract and convert leads?
  • ✅ Absolutely
  • ⚠️ Sort of
  • ❌ Not at all
  1. 1-Week Content Calendar
      2. Is your content planned (reels, posts, stories)?
  • ✅ Yes, all planned
  • ⚠️ Inconsistent
  • ❌ No content plan
  1. Automated IG System
      2. Do you use IG automations (DMs, replies, etc)?
  • ✅ Fully automated
  • ⚠️ Kinda
  • ❌ Nope
  1. High-Ticket Funnel
      2. Do you have a working VSL funnel?
  • ✅ Fully built
  • ⚠️ Some pieces missing
  • ❌ None of it
  1. Automated Sales System
      2. Do you use email/SMS/WhatsApp to follow up with leads?
  • ✅ It’s all running
  • ⚠️ Needs work
  • ❌ Haven’t started
  1. Client Onboarding Automation
      2. Are contracts, payments, and welcome flows automated?
  • ✅ All set
  • ⚠️ Partly
  • ❌ Manual process

📊

Score Breakdown & Business Stage:

Total Score
Stage
Description
80-100%
STABILIZE
You’re near $10K/mo → Fine-tune everything & prepare to scale
50-79%
SYSTEMIZE
You’re around $5K–$8K/mo → Strengthen funnels & consistency
20-49%
STICK WITH IT
You’re at $1K–$5K/mo → Refine offers + grow your audience
0-19%
GET STARTED
Just starting → Focus on mindset, clarity, & offer setup

🧠 What GPT Does with It:

  • Stores the score & assigns a Business Stage
  • Adapts recommendations based on results
  • Personalizes your step-by-step journey through the GPT
  • Says stuff like:
      • “You’re in the SYSTEMIZE stage — let’s focus on building out that funnel and planning a strong content week 💪”