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The CCF Self-Assessment Tool

Answer the questions below to see in which areas your business is green, yellow or red.

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The Right People

Have you identified bullseye of your target market? Do you have a list of the qualities of a Yes client and a No client, and are you using that in your sales and marketing processes?
GreenYellowRed
Do you record how your ideal clients describe their pains, problems, goals, and desires, in their own words? Are you using their words in your business communications to show demonstrate that you see them, hear them, and understand what they’re experiencing?
GreenYellowRed
Do you have a series of steps - or invitations - that a lead can can accept, to get to know you, like you and trust you before you ever offer or share details about your paid services?
GreenYellowRed

The Right Package or Program

Do you have a signature program or step-by-step process that you enroll clients in that’s specially designed to for them to reach their goals and practically guarantees results?
GreenYellowRed
Have you worked backwards to calculate how much your business needs to earn in gross income to pay all the business expenses, to pay you what you need, and to generate profit beyond that?
GreenYellowRed
Do you have system in place to regularly collect testimonials from your clients, and a specific questions for them to answer that provides great client success stories (rather than praise about you) - that actually compels your prospects to take action and reach out to you - that you can always be adding to your website, social media, and other marketing channels?
GreenYellowRed

A Powerful & Predictable Enrollment Process

Do you have a prequalification step or application step that prospects must pass before having an initial consultation, assessment or discovery call with you?
GreenYellowRed
Do you have automated touchpoints built into your sales system to prime and prep your prospects before they are in a consultation or assessment with you?
GreenYellowRed
Do you have a clear step-by-step process for leading a prospect through a consultation, in which they feel seen, heard, and understood, are matched up with the right package to help them reach their goals, and in which they happily say yes and make the commitment?
GreenYellowRed
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