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Jeff@GForceAdvisors.com

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Assessment

Rate each question 1–10 (1 = terrible, 10 = world-class). Takes 10–15 minutes total.

Step 1 of 11

9%

Name of Business

Name of Business

Name of person completing assessment

First Name Last Name

1. Every person on the team can write down our Ideal Customer Profile (industry, revenue, role, top 3 pains) from memory in <2 minutes

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2. In the last 10 closed-won deals, at least 8 buyers said price was NOT the deciding factor

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3. I can say our one-sentence USP right now and it makes perfect sense to a stranger in <10 seconds

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4. We turned away or fired at least one mis-fit prospect or client in the last 30 days

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5. We raised prices in the last 12 months and close rate stayed the same or went up

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6. In the last 6 months competitors have copied at least one of our offers, messaging, or features

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7. At least 3+ discovery calls in the last 30 days the prospect said “I’ve never seen anyone do it this way” or similar

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8. When the right prospect hears our offer, they almost always say “That’s exactly what I need”

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1. Right now, without looking anything up, I can write last month’s exact numbers: Leads × Conversion % × ATV $ × Transactions × Margin %

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2. At least two of those five levers are higher this quarter than last quarter

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3. Current LTV:CAC ratio is 3:1 (we actually calculate both numbers monthly)

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4. I can write down, from memory, our top 5 and bottom 5 customers/products by gross profit dollars (last 12 mo)

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5. In the last 12 months we fired, repriced, or productized our way out of at least 3 unprofitable customers or offerings

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6. Gross margin this year is higher than same period last year

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7. Net profit margin last month was in the top-quartile benchmark for my industry

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8. I can name three profit levers we could pull in the next 30 days that would add at least 5 points to net margin

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1. We currently have 7 active lead sources producing at least 1 qualified lead each in the last 30 days

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2. 50% of new leads in the last 90 days came from non-paid channels

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3. I know my average cost-per-qualified-lead last month and is trending down quarter-over-quarter

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4. Our referral program generated more qualified leads last month than the previous month

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5. We can predict next month’s lead volume within ±20% based on trailing 90-day data

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6. We ran at least one new marketing test/experiment in the last 90 days

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7. Website conversion rate (visitor → lead) last month was >4%

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8. We have an automated email/SMS nurture sequence that touches every new lead at least 7 times in the first 21 days

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1. We have a one-page written sales playbook every rep can show me right now

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2. Win rate on qualified opportunities last month was >30%

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3. 70% of the sales team hit quota last month/full quarter

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4. On every deal "large opportunity", we use a mutual close plan, letter of intent, or similar document

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5. I know our average sales cycle length (lead → cash) and it is currently < 10 days for retail businesses and <84 days for B2B business

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6. We ran at least three tests in the last 90 days to improve close rate (name them)

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7. Last month’s sales forecast was within ± 15% of forecast

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8. Every lost "large deal" gets a 5-question win/loss interview within 7 days and lessons are documented

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1. Current NPS is >30 and / or CSAT score is >75% (measured in last 60 days)

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2. Net Revenue Retention (or dollar retention) last 12 months is >100%

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3. We conducted a Quarterly Business Review with 100% of our top clients (those that make up 80% of our recurring revenue) usually about 20% of total number of clients

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4. We have an automated upsell/cross-sell sequence that generated more deals last quarter than the previous quarter

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5. We received >15% more unsolicited customer referrals in the last 30 days compared to the previous 30 days

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6. Every piece of negative feedback is acknowledged and closed within 72 hours or less

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7. Monthly churn rate last quarter was less than industry average

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8. At least 5 customers in the last 90 days have said (verbatim) something like “I can’t imagine going back”

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1. We have written core values and have turned down at least one strong candidate in the last 12 months for culture mis-fi

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2. Every role has written quarterly OKRs (objectives and key results) /KPIs that were reviewed in the last 30 days

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3. In our last anonymous survey , >50% of team said they would “enthusiastically recommend us as a great place to work”

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4. Voluntary turnover in last 12 months was <10%

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5. We have a “no gossip / no blame” policy and have enforced it at least once in the last 6 months

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6. Training & development budget of 1-2% of average annual salary invested quarterly

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7. Team members openly disagree and challenge ideas in meetings without fear

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8. We celebrate at least one team or individual win every week (Slack, meeting, etc.)

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1. 90%+ of core processes are documented with video or checklist and stored in one central place

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2. Anything repetitive that takes >30 min/week is automated or outsourced

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3. The business ran normally the last time I was completely gone for 2+ weeks

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4. We have one single source of truth for tasks/projects and 95%+ of work lives there

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5. 100% of recurring meetings have written agendas sent 24h in advance and end with documented action items

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6. The last operational bottleneck we identified was fixed within <30 days

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7. Revenue per FTE last 12 months >$110K and is trending up

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8. A new hire in an existing role becomes 100% productive in <45 days

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1. We have a live rolling 12-month budget and cash-flow forecast updated monthly

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2. Financial statements are closed and in my inbox by the 10th working day of the following month

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3. We have 3-6 months of operating expenses in cash + undrawn credit lines right now

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4. Profit First percentage allocations are set up in separate bank accounts and followed every month

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5. Owner total compensation the last 12 months is on plan and is projected to grow this year

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6. I can name three profit levers we could pull in <30 days if cash got tight

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7. Total debt service is <20% of net profit and we are paying down principal

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8. How confident are you: I can state our exact daily breakeven number (total operating expenses ÷ 365) right now, without looking anything up

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1. I have a written 3–5 year vision for the business and my life after the business that I review quarterly

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2. I have delegated everything that someone else can do 70%+ as well as me

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3. I worked an average of <50 hours/week in the last 90 days

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4. I took >4 total weeks of completely unplugged vacation in the last 12 months

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5. I invest at least 2% of the business annual revenue in coaching, masterminds, personal development or high-level peer groups

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6. I have a #2 who could run the business for 30+ days if I disappeared tomorrow

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7. My calendar follows a Default Diary with protected Owner days and deep-work blocks every week

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8. I feel proud and energized by the business ___/10 most weeks

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1. We ran more than 3, 90-day experiments in the last 12 months that moved the needle

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2. We have at least one new offer, market, or service in active development right now

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3. We have a written “AI hit-list” of 5+ processes we plan to automate and someone owns forward progress

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4. We review emerging competitors and disruptors in a monthly leadership meeting

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5. We have a written 5-year exit or succession plan (even if it’s 10+ years away)

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6. How strong is your sustainability or social impact brand story included in your marketing efforts

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7. At least 20% of team capacity is protected for innovation/R&D

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8. On a 1–10 confidence scale, the business will be 3–10× more valuable in 5 years: ___/10

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Let's get in touch

Send me an email and I'll get back to you, as soon as possible.

About us

GForce is led by Jeffrey J. Weston, a West Point graduate, former U.S. Army Captain, and award-winning C-level Executive with a career defined by delivering measurable, sustainable growth across industries. Jeff has served as a trusted member of senior leadership teams for private equity–backed companies, family-owned businesses, and national organizations, consistently stepping into roles where growth had stalled—and leaving behind stronger teams, higher profits, and increased enterprise value.

Find us here

Jeff Weston
Business Coach
(602) 309-7181
Jeff@GForceAdvisors.com

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