Growth Readiness Assessment

27 questions across five categories. Answer honestly and you'll know exactly where your company is ready to scale and where it isn't.

Rate each statement from 1 (not true at all) to 5 (completely true). No partial credit for intentions. Score based on what's in place today.

Category 1 of 5

GTM Maturity

Score: 0 / 30

1. We have a documented sales process that a new rep could follow in their first week.

2. We know our average sales cycle length and it's been consistent for at least two quarters.

3. We can identify which marketing channel produces our most profitable customers.

4. Our pricing was set based on data (win rates, competitive analysis, willingness-to-pay research) rather than gut feel.

5. A lead that comes in today will be contacted by a human within 4 business hours.

6. We track pipeline by stage and review it at least weekly.


Category 2 of 5

Operations Infrastructure

Score: 0 / 25

7. Our CRM is the single source of truth for customer data, and the team uses it daily.

8. When a deal closes, the handoff to onboarding or delivery happens through a defined process.

9. We can pull a report on revenue, pipeline, or customer health in under 10 minutes.

10. Our marketing tools (email, analytics, ads) are connected and share data automatically.

11. We have documented SOPs for at least our five most common internal processes.


Category 3 of 5

Team Structure

Score: 0 / 30

12. Every revenue-generating role has a written job description that matches what the person actually does.

13. Managers have fewer than 8 direct reports.

14. We have a clear owner for each stage of the customer journey (acquisition, onboarding, retention, expansion).

15. When someone leaves, their replacement can get to 80% productivity within 30 days using existing documentation.

16. Compensation plans for sales roles are tied to metrics the rep can directly influence.

17. We have at least one person whose primary job is operations or process.


Category 4 of 5

Data & Analytics

Score: 0 / 25

18. We track CAC and LTV and the numbers are based on real data, not estimates.

19. We have a dashboard that the leadership team reviews weekly with no manual data entry required.

20. We can segment our customers by revenue, industry, or acquisition channel and see meaningful differences.

21. When we run a marketing campaign, we can trace it from spend to closed revenue.

22. Our data lives in systems (CRM, analytics, billing) rather than spreadsheets maintained by one person.


Category 5 of 5

AI Readiness

Score: 0 / 25

23. We have identified at least three workflows where AI could reduce manual effort by 50% or more.

24. Someone on the team has evaluated AI tools for our specific use cases (not just ChatGPT for email).

25. Our data is clean and structured enough that an AI tool could ingest it without major prep work.

26. We have budget allocated for AI/automation tools in the next 6 months.

27. We understand the difference between "AI that generates content" and "AI that automates a workflow" and know which we need.

0 of 27 answered

Total: 0 / 135

Where you'll stand

110-135

Ready to scale

Your foundation is solid. The next step is identifying the highest-leverage growth initiative and executing. Advisory support can accelerate what's already working.

80-109

Close, with gaps

You have the basics, but specific areas need attention before you scale. Scaling on top of these gaps will magnify them.

50-79

Foundation first

Significant infrastructure work needed before aggressive growth makes sense. The good news: these are fixable problems with clear solutions.

27-49

Starting from scratch

That's fine. Every company in this assessment started here. Focus on the lowest-scoring category first and build up.

Want to dig deeper?

Drop your email and we'll send you a detailed breakdown of what each score range means and the specific next steps for your lowest-scoring category.

Want help closing the gaps?

30 minutes. We'll walk through your results and tell you where to focus first.