Practice Self Assessment

Complete the self-assessment questions below to get a sense of how well your practice is working for you. (It is supposed to be working for you!)

I will review your answers and offer suggestions that will help you make choices about where and how to make changes to your practice so that it best serves you … while making your services more desirable to your leads, prospects, clients, and referral sources.

It’s FREE, and I WILL NOT CALL YOU … just send you one email with my thoughts and suggestions.

Also, you WILL NOT be automatically subscribed to my newsletter. But if you would like to subscribe, you can do so on the sidebar →

If you are a human and are seeing this field, please leave it blank.

Fields marked with a * are required.

First Name *

Last Name *

Email *

For questions 1 through 7 1 = Lowest Score and 5 = Highest Score.

1. I have a clear vision of where I want my practice to go over the next 1-2 years. *

2. My practice area or industry niche specialty differentiates me from my competition. *

3. I have a clear branding message that attracts my ideal client and indicates my price point. *

4. My website is successful at converting leads into prospects and prospects into clients. *

5. I regularly write for and speak to my audience of prospects, clients, and referral sources. *

6. I have high visibility on the social media platform used by that audience. *

7. I have other streams of income besides my client engagements. *

8. Including yourself, how many people are in your firm/valuation practice? *

9. My biggest challenge in growing my practice is: *

10. The solutions I have previously tried are: *

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