GrowthEdge Business Clarity Diagnostic | Assess Focus, Structure, and Scalability

GrowthEdge Diagnostic

Your Business Clarity Compass

Focus → Structure → Freedom

Instructions

This is not a test, it’s a tool to give both you and us a clear picture of your business today.
There are no right or wrong answers.
Please answer as honestly and completely as you can.
Use checkboxes where options are given, and add notes under 'Other' if something doesn’t fit.
Allow 20–30 minutes to complete.

Section 1: About You & Vision

First Name

Last Name

Email *

What inspired you to start (or lead) this business?

What motivates you most right now — security, growth, impact, or freedom?

If your business doubled in revenue in the next 12 months, what would change for you personally?

What would success look like three years from now?

What matters most to you today ?

Income

Time

Building a legacy

Creating Impact

What personal milestone do you want this business to help you achieve?

When making decisions or working with others, which of these descriptions feels most like you?

Direct & decisive (get things done, results-focused)

Outgoing & enthusiastic (influence & inspire others)

Steady & supportive (team-oriented, dependable)

Detail-oriented & cautious (analyze carefully, avoid mistakes)

Section 2: Your Business

Year founded and ownership model

Industry / sector

Team setup (FT, PT, contractors, key roles)

Last year’s revenue (approximate is fine)

Current year target and % growth expected

Profit margin estimate (before tax)

Do you currently take a salary/draw?

Yes

No

Do you use a budget to guide spending?

Yes

No

How do most leads find you today?

Approximate leads generated monthly:

Do you track conversion rate (inquiry → paying client)?

Yes

No

% of revenue from recurring clients:

Do you use documented processes?

Yes

No

Partially

Next hiring or team development priority:

Section 3: Personal & Strategic Goals

What does “freedom” look like for you in business (time, money, choice, impact)?

In 3 years, how do you want your business to be different from today?

What’s the biggest obstacle holding you back right now?

Section 4: GrowthEdge Reflection

Structure: Which lever feels weakest?

Systems

Team

Marketing

Freedom: If your business worked without you tomorrow, what would be possible?

Closing Reflection

If you could change just one thing in your business this quarter, what would it be?

Looking ahead, what would success from our work together look like to you?

Is there anything you would like me to know that hasn’t been covered in this document?

Email: [email protected]

Website: thegrowthedge.ca