Confidential · SMB Team · SMB Growth Assessment
SMB Growth Assessment
Growth Accelerator Analysis — Page 2 of 8
Four-pillar performance overview with primary bottleneck identification
Client Maturity Profile — Page 3 of 8
9-category diagnostic — where you are strong and where you need to build
≥70% Strong
40–69% Developing
<40% Needs Focus
Quarter 1 Action Plan — Page 4 of 8
Priority boulders sequenced by impact — max 5 per 30-day period
Quarter 2 Boulders — Page 5 of 8
Top 3 focus areas to continue your progression
Quarter 3 Boulders — Page 6 of 8
Top 3 focus areas to strengthen and deepen
Quarter 4 Boulders — Page 7 of 8
Top 3 focus areas to close the year strong
Path Forward — Page 8 of 8
Assessment Submitted
Thank you — your assessment has been received.
Your coach will review your responses and prepare your personalised 12-month growth roadmap.
What happens next
ReviewYour coach will review your assessment.
ScheduleWe’ll reach out to schedule your strategy session.
Receive Your RoadmapYou’ll receive your personalised 12-month growth roadmap.
