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RM Roadmap Quiz
Step
1
of
5
20%
LEAD GEN
Score
We are crystal clear with exactly who our ideal client is and the message that will attract them to us?
...
Agree
Neutral/Unsure
Disagree
We have a process to post organic content on all the platforms that our market is on that grows followers and builds trust and credibility with them?
...
Agree
Neutral/Unsure
Disagree
We have a quick and simple process to get leads in lightning fast when we need them?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q1 Prospect
Q1 Prospect 2
Q1 Prospect 3
We have a high converting funnel that builds our list from cold leads and position us as the best solution for them?
...
Agree
Neutral/Unsure
Disagree
We have a great process to have leads book in and current prospects to get on a live workshop that sells into our program?
...
Agree
Neutral/Unsure
Disagree
We have a high converting funnel that can go to cold and warm traffic to have them book in sales calls with us?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q2 Prospect
Q2 Prospect 2
Q2 Prospect 3
We have a funnel that builds our list for free (and even turns a profit not ihefront end)?
...
Agree
Neutral/Unsure
Disagree
We have a process to grow our instagram following and turn them into sales conversations?
...
Agree
Neutral/Unsure
Disagree
We have a system to easily produce content that builds authority and drives sales conversations?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q3 Prospect
Q3 Prospect 2
Q3 Prospect 3
We have a team member(s) in place owning and responsible for growth of revenue so it’s not on my plate?
...
Agree
Neutral/Unsure
Disagree
We are leveraging collaborations with others in our industry to grow our list and sales?
...
Agree
Neutral/Unsure
Disagree
We have a book and are able to grow our list and drive sales conversations from our book funnel?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q4 Prospect
Q4 Prospect 2
Q4 Prospect 3
CONVERSION
We have a high converting application funnel to have sales calls booked and show up ready to buy?
...
Agree
Neutral/Unsure
Disagree
We have scripts that are converting leads to sales calls (and even to low ticket sales) in the DMs and emails?
...
Agree
Neutral/Unsure
Disagree
We have a high converting process easily followed by a team member for booking calls or closing deals in the DMs and emails?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q5 Prospect
Q5 Prospect 2
Q5 Prospect 3
We have high conversion rates on our sales calls (above 75%)?
...
Agree
Neutral/Unsure
Disagree
We have a team member responsible for turning inbound and outbounds leads into sales conversations?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q6 Prospect
Q6 Prospect 2
We are writing emails that are getting opened and converting leads to sales conversations?
...
Agree
Neutral/Unsure
Disagree
We are closing 30% or more of live workshop attendees to our main offer?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q7 Prospect
Q7 Prospect 2
We are happy with our conversions from top of funnel all the way to signing on new clients?
...
Agree
Neutral/Unsure
Disagree
We have a sales team that is operating like clockwork and all hitting their KPIs?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q8 Prospect
Q8 Prospect 2
DELIVERY
We have launched our MVP program and get great results with our clients?
...
Agree
Neutral/Unsure
Disagree
We have a process that onboards clients easily and effectively that clearly has them happy?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q9 Prospect
Q9 Prospect 2
We have systems and SOPs behind every interaction in the delivery of our programs?
...
Agree
Neutral/Unsure
Disagree
We are running clients events that get a majority of members to attend and has them staying onboard for longer?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q10 Prospect
Q10 Prospect 2
We have a high converting process to turn a client from our lower end programs to higher level programs and stay onboard for longer?
...
Agree
Neutral/Unsure
Disagree
We have a churn rate of less than 2.5% a month?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q11 Prospect
Q11 Prospect 2
We have a world class coaching team that run like clockwork and hitting their KPIs?
...
Agree
Neutral/Unsure
Disagree
We have multiple programs and products and revenue steams?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q12 Prospect
Q12 Prospect 2
OPERATIONS
We have each recurring task that each team member does (including head honcho) check listed as a process?
...
Agree
Neutral/Unsure
Disagree
We have a process to track the effectiveness and efficiency of every team member?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q13 Prospect
Q13 Prospect 2
We have a reporting process behind the main KPIs of the company?
...
Agree
Neutral/Unsure
Disagree
We have a set process behind when and how we communicate as a team?
...
Agree
Neutral/Unsure
Disagree
We have a set system for how we manage the money in the business?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q14 Prospect
Q14 Prospect 2
Q14 Prospect 3
We have a fantastic system or how the whole organisation works and everyone knows what, why and how they achieve in their role?
...
Agree
Neutral/Unsure
Disagree
We have a set system for recruiting and onboarding new team members?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q15 Prospect
Q15 Prospect 2
We have a team member in place that runs the operations of the company (and is great at it)?
...
Agree
Neutral/Unsure
Disagree
We have all of our IP protected so that no one can steal it?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q16 Prospect
Q16 Prospect 2
LIFE
I know as the founder what my best day is for happiness and how I want to run my business?
...
Agree
Neutral/Unsure
Disagree
I know how to be highly productivity and effective?
...
Agree
Neutral/Unsure
Disagree
I am looking, feeling and performing how I want to each day?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q17 Prospect
Q17 Prospect 2
Q17 Prospect 3
I feel confident that Im happy and aligned in all areas of my life?
...
Agree
Neutral/Unsure
Disagree
I am calm and self aware, confident that I’m showing up as my best self each day?
...
Agree
Neutral/Unsure
Disagree
I am showing up as my best self in all my relationships (work, family, marriage, kids, friends, etc)?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q18 Prospect
Q18 Prospect 2
Q18 Prospect 3
I have an executive assistant that is protecting my time and energy?
...
Agree
Neutral/Unsure
Disagree
I have an advisory board whereby Im confident act I can get the support and advice when needed?
...
Agree
Neutral/Unsure
Disagree
I can happily take a 30-day vacation and my business will continue to run and grow?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q19 Prospect
Q19 Prospect 2
Q19 Prospect 3
I have a clear system to turn profits from my business into long term wealth?
...
Agree
Neutral/Unsure
Disagree
I have the advice and support so I know how best to use and manage my money?
...
Agree
Neutral/Unsure
Disagree
Lead Prospects
Q20 Prospect
Q20 Prospect 2
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