Welcome to the Unshakeable 5 Star Business Assessment

This 5-minute assessment was designed to give the business owner the clarity required to make progress in their business.

To get the most from this process, be sure to answer honestly for yourself. This is the best way to assure you get accurate feedback for your efforts.

Because we know high performers prioritize time over money, we have made this as effective as possible in 5 primary areas of the business. Let's get started...

I have a solid business plan in place to increase my business' profitablility *

None

I have in the past and forgot about it

I have a basic plan in place

I have a plan and review it periodically

My plan is reviewed and updated weekly, at minimum

There is an organizational structure to the people in my business and for those we will eventually hire *

I hate having to work with people

Not sure who I need or would need

I think I have an idea of who the business needs to reach our goals

I have general structure to my team

We have a documented organizational structure and hiring plan in place

We track all of our financials well enough to know our Profit, Loss, Assets, and Liabilities *

I'm clueless here

I use my business as a personal piggy bank

I check my bank statements every so often

I have a financial system in place that can generate those reports

I check in on all my financial reports weekly or at minimum monthly

Me and my team are deeply knowledgable about the current marketplace and industry trends *

We have training systems in place for all team members and departments to increase their proficiencies *

Not at all

We have undocumented training

We have a basic checklist for training and then no continued education

We have group training from time to time

We have a documented and evolving growth plan for each person

Customers and prospects get timely and relevant responses to inquiries *

Me and my staff are familiar with personality types, eliciting values, and speak the language of the customer *

I have no idea what you're talking about

We follow the golden rule - treat others like we want to be treated

We communicate the best we can

We listen more than we speak and ask alot of questions

We have mastered personality types and can speak through the values of the customer

Our customers and clients would describe us as predictable and consistent *

Never, our customers are in the dark mostly

We do our best flying by the seat of our pants

We communicate the important stuff when it comes up

Probably above average for our industry

We have a systematic process for communicating with our customers and they count on that

I have a marketing plan in place that attracts my ideal prospects consistently *

I have no plan and I get no leads

I post all over social media about my business

I have a logo and a name that I plaster everywhere I can think of

We have a marketing plan that generates a sufficient number of leads per month

My plan includes direct response principles and clear calls to action

My business ACTIVELY searches for prospects to fill its pipeline through outreach efforts *

Not at all

We might do a little outreach from time to time

When the mood is right, we will find prospects

We are fairly consistent about calls, texts, emails, and shaking hands to generate the leads required to hit our goals

We are consistent about prospecting, without fail, and track our numbers daily

We have a systematic process for closing people through the pipeline *

We have no structured process for closing sales; it's inconsistent and varies by salesperson.

We have a basic sales process, but it’s not well-documented or consistently followed.

We have a defined process for closing sales, but it is not always tracked or optimized.

We have a systematic sales pipeline with clear steps, and our team follows it regularly.

We have a fully optimized, data-driven closing process that is consistently followed, refined, and automated where possible, ensuring high conversion rates.

This is the short label space

We have a well defined and articulated mission and value statement *

We do not have a mission or value statement.

We have a mission and value statement, but they are not clearly defined or documented.

We have a written mission and value statement, but they are not consistently communicated or integrated into our business operations.

Our mission and values are clearly defined, documented, and communicated, and they guide some aspects of our business decisions and culture.

Our mission and values are deeply embedded in our culture, consistently articulated, and serve as the foundation for decision-making, team alignment, and business growth.

We have a well defined system for recruiting and retention *

We have no formal system for recruiting or retaining employees.

We hire as needed but lack a structured approach to recruiting or retention.

We have a basic hiring process and some retention efforts, but they are inconsistent.

We follow a structured recruiting and retention system that supports team growth.

We have a proven, well-documented system that attracts top talent and keeps them engaged long-term.

Our business is clear on its ideal client profile *

We have no clear definition of our ideal client.

We have a general idea but lack a detailed profile.

We have a defined client profile but don’t consistently use it in marketing or sales.

We have a clear, documented ideal client profile that guides our business decisions.

Our ideal client profile is well-defined, consistently applied, and drives our marketing, sales, and service strategies.

What is your Name?

First Name *

Last Name

Business Name

Warning!

The following page will display your results.

If you would like to keep them, you will need to screenshot or print the page.

We are working to develop a way to send you the results by email in a format that has a friendly layout. We are still able to see the scores on our end for when you would like to have a strategy session. So, your scores are not lost, this is just the only time you will see them laid out this way...