Assessment Form | The Ardent Factory

First name

Email address

Strategy: How consistently can your team make day-to-day decisions without waiting for you?

Most decisions require me

Some decisions can happen without me

Most routine decisions happen without me

The team operates within clear decision authority

Strategy: How clearly are leadership expectations, roles, and business standards defined?

Mostly in my head

Some are documented

Most are documented and communicated

They are documented, understood, and consistently reinforced

Systems: How predictable is your process for attracting and converting new clients?

Mostly referrals, walk-ins, or inconsistent promotion

We market, but results are unpredictable

We have repeatable acquisition activities

We have a documented, measurable acquisition system

Systems: What happens when a prospective client shows interest but does not immediately buy or book?

There is no consistent follow-up

I or my team follow up when we remember

We use a repeatable follow-up process

Follow-up is systemized, tracked, and measured

Sales: How intentionally does your business plan and manage revenue growth?

We mainly react to what comes in

We set revenue goals but execution varies

We plan offers or promotions around revenue goals

Revenue strategy is planned, measured, and adjusted

Sales: How consistently do you use business metrics to make pricing, promotion, or sales decisions?

Rarely

Occasionally

Monthly or at key decision points

Consistently through defined KPIs and financial review

Sustainability: How consistent is the client experience regardless of which team member delivers the service?

It depends heavily on the individual

We have expectations but delivery varies

Core standards are documented and trained

Standards are documented, trained, measured, and reinforced

Sustainability: When a client experience falls below standard, how consistently is the issue handled?

It is handled case by case

We have an informal approach

We have a defined recovery process

Recovery, follow-up, and quality assurance are standardized

Scalability: If you stepped away from daily operations for two weeks, what would happen?

Major decisions or operations would stall

The business would run, but I would return to many issues

Most operations would continue with limited disruption

The business would continue within established leadership and systems

Scalability: If demand increased significantly over the next 12 months, how prepared is the organization underneath the business?

We would struggle to absorb it

We could manage some growth with more of my involvement

We have some capacity and would need targeted improvements

Leadership, systems, standards, and capacity are positioned to support it