LOADED GROWTH SPOT AUDIT
First Name
Last Name
Phone
*
Email
*
Company Name
Website
What industry are you in?
Coaching or Consulting
Health/ Wellness/ Fitness Practice
Professional Services
Trade/Local Services
Online/Digital
Other
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What is your team size?
Solo
1-2
3-5
6-11
12-50
50 or more
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Revenue Snapshot
Approximate Annual Revenue
Under $150K
$150K-$300K
$300K-$600K
$600K-$1M
$1M-$3M
$3M+
Option 3
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How consistent is your revenue month to month?
Very consistent
Some ups and downs
Highly unpredictable
Not sure
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Where The Money Goes
What total % of costs go towards marketing? (Ads, content, agencies, tools, promotions)
Under 5%
5-10%
10-20%
Over 20%
Not sure
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About what % of your total costs go toward sales activities? (Sales time, commissions, CRMs, booking systems, follow-ups)
Under 5%
5-10%
10-20%
Over 20%
Not sure
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About what % of your total costs go toward operations? (Wages, contractors, rent, admin, delivery, systems)
Under 30%
30-45%
45-60%
60% +
Not sure
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About what % of your costs go toward improving or building your offer? (Training, systems, tools, program or service development)
Under 5%
5-10%
10-20%
20% +
Not sure
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Roughly what % of revenue do you take out of the business as the owner? (Salary, drawings, dividends — however you pay yourself)
0-5%
5-10%
10-20%
20-30%
30%+
Not sure
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Do you pay yourself consistently?
Yes-predictably
I take a salary
Sometimes
Rarely
No, I don't pay myself
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How many hours per week do you (as the owner) work in the business?
Under 20
20-35
35-50
50+
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Permission & Intent
What would you most like clarity on right now? (Choose up to 2)
Where my money is actually going?
Why growth feels harder than it should?
Is my business financially healthy?
What to fix first to grow?
How to reduce pressure on the owner?
How to take my business to the next level of its growth?
Would you like a deep dive into what is happening in your business and how to to grow your business in the next 12 months?
Yes
No
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