Systems Assessment

10-System Business Assessment

1. Comments & DMs

• 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

• 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

• 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

• 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.

• 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

• 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

• Yes – My course is generating revenue

• Somewhat – It’s in progress or needs updating

• No – I don’t have a course yet

8. Payments

• Yes – Everything’s tracked and handled without issues

• Somewhat – Payments work, but not optimized

• No – My system is clunky or non-existent

9. Team

• 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

• 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