Section 1: Reporting & ROI Ownership

Do you have a centralized dashboard that shows lead sources, spend, and cost-per-acquisition?

Yes — we track everything clearly

Somewhat — we track leads but not spend or ROI

No — we rely on vendor reports or gut instinct

Who owns your growth strategy across intake, marketing, and business development?

A dedicated internal role

Split between multiple team members

Our vendors

No one really owns it

How would you describe your current visibility into ROI and who owns it ? *

We have a clear dashboard tied to conversion ROI and a growth owner reviewing it regularly

We track leads, but not ROI, and no one owns growth end-to-end

We rely on vendors or gut instinct to assess performance

We’re unsure what’s working or who’s in charge of strategy

We’re starting to track more but still piecing things together

Section 2: Brand & Campaign Health

How consistently is your brand voice used across platforms?

Very consistent

Somewhat consistent

Inconsistent or unclear

Does your content speak more to:

The client (their story, emotions, needs)

The company (our credentials, awards, services)

Not sure

Which best describes your current brand strategy and messaging? *

We have defined personas and our content speaks directly to client emotions and needs

We have strong visuals, but our message focuses too much on the company

Our brand voice is inconsistent across platforms

We’re investing in content but don’t know if it’s connecting

We’re not sure how our brand is performing

Section 3: Intake & Lead Conversion

Can prospective clients self-schedule a consult online 24/7?

Yes

We have a form but no calendar

How would you describe your follow-up sequence?

Warm, clear, and helpful

Generic and repetitive

We don’t have one in place

How would you describe your intake experience for potential clients? *

Fast, warm, and automated — self-scheduling, digital forms, and helpful follow-up

Responsive but inconsistent — some automation, but gaps in warmth or speed

Manual and basic — leads fall through the cracks or don’t convert

We don’t have a consistent intake or follow-up system

It works when we’re paying attention, but it’s not scalable

Section 4: Events & Community Presence

How are leads captured at your events?

QR codes or digital sign-in

Paper sign-in or business cards

We don’t usually collect contact info

After events, what happens to the contacts?

Added to CRM and entered into follow-up

Occasionally followed up manually

Not tracked or followed up

How prepared is your team to turn events into actual leads and revenue? *

We use digital capture tools, automate follow-up, and track event ROI

We gather leads but follow-up is manual and inconsistent

We attend events but rarely track leads or results

There’s no clear system or owner for post-event activity

We’re still figuring out how events tie into the growth engine

Section 5: Referrals & Business Development

Do you have a centralized list of referral partners?

Yes — with notes, touchpoints, and segmentation

Kind of — in someone’s inbox or memory

No formal list

Are executives or team members expected to build referral and strategic partnerships?

Yes — with goals and tracking

Occasionally, but not formally

Not really

What best describes your referral and business development system? *

We have a referral CRM, touchpoints, and team goals tied to BD

We have relationships but no formal system for tracking or nurturing

We occasionally get referrals but it’s not a strategic focus

We rely on memory and inboxes — no referral database

We don’t have BD expectations per individual

Last Section 6: Strategic Focus & Scaling

Where do you see the biggest opportunity to improve or scale your growth system right now? *

How confident are you in your current plan to hit your growth goals in the next 12 months?

Very confident

Somewhat confident

Not confident

We don’t have a clear plan

What level of support are you open to ?

Let’s collaborate — I want to book a call

I’ll review the Growth DX solo for now

Keep me in your orbit — maybe later