7 Overlooked Gaps

That Keep Coaches & Service Providers Stuck at the Same Income Level

You’re doing the work… but growth still feels stuck. Take this quick Digital Wealth Assessment to uncover the missing pieces in your content, systems, and automations and finally get the clarity you need to scale your business without doing more.

Just real insight in under 5 minutes.

The one content mistake that quietly caps your income, even with consistent posting
What 6-figure coaches automate first (and why skipping this keeps you overwhelmed)
How to find hidden revenue opportunities in your business without launching anything new
The invisible leak in your follow-up system that could be costing you thousands
Are you delegating tasks or just shifting chaos? This question reveals the difference
The “effort trap” successful coaches avoid — and why working harder won’t fix it

Complete this assessment to discover where you may be leaving money on the table

General Information

Full Name *

Email *

What is Your Instagram Handle? *

Phone *

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Instruction

How to Use This Assessment

For each question, rate yourself on a scale of 0–3:

0 = Not at all
1 = Kind of / Inconsistently
2 = Yes, but I do it all myself
3 = Yes, and it’s either automated or delegated

At the end of each section, total your score and reflect on what you’re missing.

Business Information

(This part is not scored)

What’s your business offer? *

Who’s your target audience? *

What outcome do you help them reach? *

PART 1:

Lead Generation

(Attracting Consistent Attention)

Why this matters:

You can’t grow a business if nobody knows you exist. You need consistent attention from the right audience — daily.

Rate yourself (0-3):

0 = Not at all
1 = Kind of / Inconsistently
2 = Yes, but I do it all myself
3 = Yes, and it’s either automated or delegated

a. I consistently post content that attracts my ideal audience. *

b. I have a system (automation or assistant) to message or engage with at least 50 people a day. *

c. I run ads or use AI to help attract leads without me doing everything manually. *

d. I have a lead magnet or free offer that captures attention and builds my list *

e. I collect emails or phone numbers from leads daily. *

Total Score (out of 15): *

PART 2:

Sales & Conversion

(Turning Leads into Income)

Why this matters:

Likes and followers don’t pay bills — sales do. This section exposes if you have a system that turns interest into income.

Rate yourself (0-3):

0 = Not at all
1 = Kind of / Inconsistently
2 = Yes, but I do it all myself
3 = Yes, and it’s either automated or delegated

a. I have a clear, irresistible offer I’m known for. *

b. I regularly make offers (in content, DMs, email, or calls). *

c. I have an automated follow-up system (emails or SMS) that nurtures leads *

d. I (or a team member) consistently book and close sales calls. *

e. I track my sales performance weekly *

Total Score (out of 15): *

PART 3:

Fulfillment

(Delivering Your Product or Service)

Why this matters:

A business that grows but can’t deliver will burn out — or get bad reviews. Fulfillment creates long-term income and referrals.

Rate yourself (0-3):

0 = Not at all
1 = Kind of / Inconsistently
2 = Yes, but I do it all myself
3 = Yes, and it’s either automated or delegated

a. My onboarding process for new clients is smooth and systemized. *

b. I use templates, automations, or a team to deliver my product/service. *

c. I track client success and follow up with them. *

d. I don’t spend all day doing the work myself — I delegate or use AI/tools. *

e. I get regular testimonials or reviews from satisfied clients *

Total Score (out of 15): *

PART 4:

Systems & Operations

(Running the Business Smoothly)

Why this matters:

You’re not supposed to be the janitor, CEO, and IT person. Systems keep your business running — even when you take a break.

Rate yourself (0-3):

0 = Not at all
1 = Kind of / Inconsistently
2 = Yes, but I do it all myself
3 = Yes, and it’s either automated or delegated

a. I have SOPs or step-by-step instructions for how things get done. *

d. I check my business KPIs or numbers weekly. *

c. I have help (VA, assistant, or team) to manage admin work. *

e. I spend most of my time in my zone of genius (not fixing tech issues). *

b. I use AI or automations for emails, scheduling, or repetitive tasks. *

Total Score (out of 15): *

FINAL REFLECTION

Your Total Score (out of 60): *

45–60 = You’re operating like a CEO. You’ve got systems — just keep refining.
30–44 = You’re on your way, but you’re still doing too much yourself. Time to delegate and automate.
0–29 = You’re stuck in the “do-it-all” trap — and it’s holding you back. You need a better system and support.

Now What?

If this assessment exposed some gaps, that’s a good thing

You now know why your business feels heavy… and why it may not be growing.