Getting started
Tell us about you and your organization
This information helps us contextualize your results and tailor the recommendations to your specific situation.
Which best describes your organization? *
Select one
Church / Faith-based organization
For-profit business (founder-led)
Nonprofit / Community organization
Creative / Arts organization
Executive / Individual personal brand
Other
How long has your organization been operating?
Select one
Less than 1 year
1–3 years
3–7 years
7–15 years
15+ years
Team size (including yourself)
Select one
Just me
2–5 people
6–15 people
16–50 people
50+ people
Annual revenue or operating budget * — helps us understand your organization’s current capacity
Select your range
Under $50,000
$50,000 – $150,000
$150,000 – $300,000
$300,000 – $500,000
$500,000 – $1,000,000
$1,000,000 – $3,000,000
$3,000,000+
In one sentence, what is the primary challenge your organization is facing right now?
Section 01
Communication
How clearly and consistently your organization communicates its message — internally with your team, and externally to your audience.
If someone asked three different members of your team to describe what your organization does and why it matters, they would give the same answer.
1 = Strongly disagree | 5 = Strongly agree
When you communicate publicly — in presentations, emails, social media, or conversations — your message feels consistent and on-brand.
1 = Strongly disagree | 5 = Strongly agree
Describe the gap between what you want people to understand about your organization and what they actually understand.
Be honest — this is one of the most valuable questions in the assessment.
Your leadership speaks publicly with a consistent, confident voice that builds trust with your audience.
1 = Not true at all | 5 = Absolutely true
← Back
Next: Digital Presence →
Section 02
Digital Presence
How effectively your organization shows up online — and whether that presence reflects the real depth of your work and mission.
If a prospective client, donor, or member looked at your online presence today, it accurately reflects the quality and depth of what you actually do.
1 = Strongly disagree | 5 = Strongly agree
When someone encounters your digital presence for the first time, there is a clear next step — something specific they are invited to do.
1 = No clear next step | 5 = Very clear, compelling call to action
Your digital presence actively builds trust with your audience over time — people come back, engage, and feel connected.
1 = Not at all | 5 = Strongly
← Back
Next: Operations →
Section 03
Operations
How well your internal systems, workflows, and structure support the work you're trying to do — and where friction is costing you time, money, and momentum.
Your organization has clear, documented processes for how key tasks get done — so work does not depend on any one person's memory or presence.
1 = Strongly disagree | 5 = Strongly agree
Your team knows what success looks like on any given week — there are clear priorities and everyone understands their role in achieving them.
1 = Never true | 5 = Always true
On a scale of 1–5, how much does operational friction slow your organization down from executing on its actual vision?
Your leadership team is aligned — you are making decisions from the same values, the same priorities, and the same understanding of where the organization is going.
1 = We are often misaligned | 5 = We are highly aligned
Describe the single operational bottleneck that, if removed, would most accelerate your organization's growth or impact.
← Back
Next: Conversion →
Section 04
Conversion
How well your organization turns attention, interest, and relationships into revenue, members, donors, clients, or committed community — and where momentum is being lost.
When you think about the revenue, members, or donors you could have had in the last 12 months that you didn't capture — how significant was that gap?
Your organization actively nurtures relationships with people who are aware of you but not yet committed — through follow-up, content, or direct outreach.
1 = We don't do this | 5 = We do this systematically
Your current pricing or ask structure accurately reflects the value you deliver — and you present it with confidence.
1 = We undercharge and struggle to present price | 5 = Confident, value-aligned pricing
What would it mean for your organization if you closed 30% more of the opportunities already in your pipeline or network?
Overall, how would you rate the alignment between your organization's potential and its current results?
Is there anything else about your organization's situation that you want us to know before we review your results?