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Where Is Your Business On The

5 Steps To Freedom?

And What Should You Do Right Now to Move Your Business Toward the Freedom Step?

Five Steps to Freedom:
23 Secret Weapons Assessment

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One Page Business Plan (1-3-5 GPS)

A focused strategic plan with one goal, three priorities, and five action strategies.

How clearly defined and actionable is your 1-3-5 business plan? *

5: I review and update my 1-3-5 plan regularly and use it to guide daily decisions.

3: I’ve created a 1-3-5 plan, but I don’t consistently use it.

1: I don’t have a written or clear business plan.

Values & Vision Plan

A written guide that defines your core values and long-term vision to align your team and culture.

How well have you defined and integrated your values and vision into your business? *

5: Our values and vision are documented, lived out daily, and shared with the team.

3: We’ve defined them, but they’re not consistently applied

1: We don’t have a written vision or values statement.

Cash Gap Plan

A system for managing the timing between expenses and incoming revenue.

How effectively are you managing your cash flow and avoiding cash gaps? *

5: I’ve planned for cash gaps and manage them proactively.

3: I address issues as they arise but don't have a set system.

1: Cash flow surprises frequently catch me off guard

Break-even Plan

Knowing how much revenue you need to cover your expenses.

How clearly do you understand and use your break-even point? *

5: I know my break-even and use it to drive decisions.

3: I have a general idea but don’t actively use it.

1: I don’t know my break-even point.

Strategic Plan

A roadmap to guide your business’s long-term growth.

How strong and current is your strategic plan? *

5: I have a detailed strategic plan with set milestones.

3: I have a general direction but no formal plan

1: I don’t have a strategic plan

Comprehensive Exit Strategy

A plan for transitioning or selling your business when the time is right.

How prepared are you with a clear exit strategy? *

5: I have a written, realistic exit strategy in place.

3: I’ve thought about it, but haven’t formalized anything.

1: I have no exit strategy at all.

Tactical Marketing Model

A structured marketing system that consistently brings in leads.

How effective is your marketing system? *

5: We have a well-oiled, multi-channel marketing engine.

3: Marketing happens but isn’t consistent.

1: We mostly rely on word-of-mouth or ad hoc efforts.

“Name it & Claim it” USP & Guarantee

A clear unique selling proposition and bold guarantee.

How clearly do you communicate what makes your business unique? *

5: Our USP is distinct, compelling, and reinforced with a strong guarantee.

3: We have a basic USP, but it's not emphasized.

1: We haven’t clearly defined what makes us different.

Lead Generation Model

A reliable and repeatable process to attract new leads.

How consistent is your lead generation?

5: We generate quality leads predictably every week.

3: Leads come in, but it’s inconsistent.

1: We struggle to consistently generate leads.

Sales Management System

A structured approach to converting leads into customers.

How strong is your sales system?

5: We follow a defined, successful sales process.

3: We have a process, but it’s not always followed.

1: We wing it with each sales opportunity.

Referral-Based Enterprise System

A model that fuels growth through referrals.

How well do you generate referrals intentionally?

5: Referrals are a primary and predictable source of business.

3: We get referrals occasionally but don’t have a system.

1: Referrals are rare and unpredictable.

Economic Model

Understanding how your business earns and maximizes profit.

How clearly do you understand your business model and profit drivers?

5: I know what drives profit and design our offers accordingly

3: I know our numbers generally but don’t optimize around them.

1: I’m unclear on what truly drives profit.

Budget Model

A financial plan that tracks income, expenses, and targets.

How well do you create and stick to a budget?

5: I budget consistently and track actuals monthly.

3: I set budgets but don’t monitor them closely.

1: I don’t really use a budget.

KPI Measurement System

A set of key metrics to track business health.

How well do you track and use KPIs?

5: We track KPIs weekly and use them to make decisions.

3: We monitor some numbers, but inconsistently.

1: We don’t track performance metrics.

Time Management Plan

A strategy to prioritize and protect your time.

How well do you manage your time and calendar?

5: I protect my time and follow a daily/weekly plan.

3: I try to manage time, but often feel reactive.

1: My time feels out of control and unfocused.

Team Meeting Rhythm

Regular team meetings that drive clarity and momentum.

How effective are your team meetings?

5: We have a consistent rhythm with focused agendas.

3: We meet occasionally but without much structure.

1: Meetings are inconsistent or don’t happen.

Organizational Model

A clear structure that defines roles and reporting.

How clearly defined is your team structur

5: Roles, responsibilities, and org chart are crystal clear.

3: We know who does what, but it’s not documented.

1: Our structure is vague or chaotic.

Team Building System

A method to develop culture, connection, and team unity.

How intentionally do you build and maintain team culture?

5: We actively foster culture and team connection.

3: We do some team building when we can.

1: We don’t focus much on team development.

Employee Acquisition Plan

A hiring system to find and recruit great people.

How effective is your recruiting process?

5: We have a pipeline and process to find top talent.

3: We recruit as needed but without a system.

1: Hiring feels rushed and reactive.

Operations Training Manual

Documented processes for training and consistency.

How well documented are your business operations?

5: We have clear SOPs and onboarding materials.

3: We have some documentation but it’s outdated or incomplete.

1: Our processes live in people’s heads.

Performance Incentive Plan

Rewards that drive team motivation and performance.

How well do you use incentives to drive performance?

5: We have a clear, motivating incentive system.

3: We reward performance occasionally.

1: We don’t use incentives.

Accountability Plan

A structure for following through and driving results.

How strong is your accountability culture?

5: We follow up and follow through consistently.

3: We check in sometimes, but it’s not systematic.

1: Accountability is mostly absent or informal.

Leadership Development Plan

A plan for growing yourself and other leaders.

How intentional are you about leadership growth? *

5: We actively develop leadership across the team.

3: Some development happens, but it’s not a focus.

1: Leadership development is not currently addressed.

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Your Score

Score *

Out of a total of 115

Five Stages of Business

Start
Survival
Stability
Success
Significance

*

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Our team is now generating your personalized report, highlighting exactly which of the 23 Secret Weapons you should deploy—and in what order—to achieve maximum impact.

Your next step is to schedule a call with our team, who will walk you through your results and help you create a clear path to success.

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