Frame Assessment

How do you currently get most of your leads?

Word of mouth only

No system in place, leads come in when someone happens to refer us.

We buy leads from third-party vendors

We purchase shared leads but quality is inconsistent and we don't own the pipeline.

A mix of referrals and some inbound

We get leads from multiple sources but it's not consistent or predictable.

A reliable inbound system

We have a system that consistently produces qualified leads we own.

If a prospect asked "why should I choose you over your competitors," how would you respond?

We'd struggle to answer

We don't have a clear or confident answer ready.

Something generic

We'd say something like "great service" or "years of experience", nothing specific.

A rough answer

We have something, but it's not polished or used consistently across the team.

A sharp, specific answer

We lead with a clear differentiator every time, and it lands.

What does your online presence do for your business right now?

Nothing

We have minimal or no online presence.

It exists but doesn't perform

We have a website and maybe social, but it generates no leads or trust.

It looks decent but doesn't convert

The presence is there, but visitors don't become customers.

It actively generates leads

Our online presence builds credibility and produces inbound leads consistently.

Have you invested in ads or marketing campaigns before?

Never run ads

We haven't invested in paid marketing yet.

Yes, poor results, not sure why

We've spent money on ads but couldn't figure out why results were weak.

Yes, inconsistent results

We get some return but it's unpredictable and hard to scale.

Yes, predictable, quality leads

Our campaigns produce consistent, qualified leads we can plan around.

How clearly defined is your core offer?

No defined offer

We quote whatever the customer asks, no packaged or positioned service.

Services exist but aren't positioned

We have services but they're not packaged to speak to a specific buyer.

Defined but uncertain

We have an offer but we're not confident it speaks to the right client.

Dialed in and converting

Our offer is specific, positioned correctly, and consistently converts the right clients.

How would you describe where your business is right now?

Survival mode

We need leads just to stay steady, growth isn't happening.

Stalled

We're busy but not growing, and we're not sure what's blocking us.

Slow growth

Things are moving in the right direction but it feels like guessing, not strategy.

Growing with intention

We know what's working and we're building on it deliberately.

How involved are you personally in finding and closing new business?

100%, if I stop, leads stop

The entire pipeline runs through me personally.

Mostly me

I'm the main driver with no real system outside my personal network.

Still the main driver

I lead most of it but we have some structure starting to take shape.

System in place

We have a lead generation system, I'm not the bottleneck for new business.