OS Systems Assessment

10-System Business Assessment

Automate & Scale to 6 and 7 Figures
Answer honestly based on your current setup. Your score will reveal your business stage and what to focus on next.

1. Comments & DMs

Are your posts, stories, and DMs bringing in leads and conversations automatically?
  • Yes – AI is handling convos and lead gen
  • Somewhat – I'm getting traction, but it’s still manual
  • No – I’m stuck doing everything myself

2. Clients

Is your client onboarding process fully automated and professional?
  • Yes – Contracts, payments, and scheduling are seamless
  • Somewhat – I still handle a few parts manually
  • No – It’s messy and manual every time

3. Sales

Do you have a system for pipelines, follow-ups, and sales automation?
  • Yes – My system runs without me chasing leads
  • Somewhat – I do parts manually, follow-up could be better
  • No – I have no structured system in place

4. Funnels & Websites

Do you have a high-converting funnel connected to your backend systems?
  • Yes – It’s sharp, automated, and converting
  • Somewhat – It’s live, but needs improvement
  • No – I don’t have a working funnel

5. Leads & A.I.

Are you generating leads through AI, quizzes, ads, SEO, or tools—without constant effort?
  • Yes – My leads come in daily, on autopilot
  • Somewhat – I have some tools, but they’re inconsistent
  • No – I’m not getting leads consistently

6. Community App

Do you have your own branded app for members or clients?
  • Yes – It’s launched and active in app stores
  • Somewhat – I’m planning one or it’s half-built
  • No – I don’t have a community platform yet

7. Courses

Do you have a course live and ready to sell?
  • Yes – My course is generating revenue
  • Somewhat – It’s in progress or needs updating
  • No – I don’t have a course yet

8. Payments

Is your payment system smooth, with affiliate tracking and automatic payouts?
  • Yes – Everything’s tracked and handled without issues
  • Somewhat – Payments work, but not optimized
  • No – My system is clunky or non-existent

9. Team

Is your team communication, task management, and reporting systemized?
  • Yes – Everything flows without micromanaging
  • Somewhat – I manage tasks manually or across multiple tools
  • No – No real system, just messages and chaos

10. Online Store & Shop

Do you have a functional store to sell products, track commissions, and get paid fast?
  • Yes – Store is live and organized
  • Somewhat – Store exists but isn’t optimized
  • No – I haven’t set up a store yet

Score Breakdown

  • Each 'Yes' = 10 points
  • Each 'Somewhat' = 5 points
  • Each 'No' = 0 points

Business Stages

80–100 – Empire Mode
Your systems are ready to scale. Focus on growth, leadership, and expansion.
50–79 – Scale Mode
Strong foundation. Improve automation, conversion rates, and lead flow.
20–49 – Build Mode
Focus on installing or fixing 1–2 systems per month.
0–19 – Activate Mode
Start with content, offers, and sales. Build the core engine first.