Apex Moguls Group

Free diagnostic / 12 questions

Where is the operating system losing momentum?

Use this quick self-assessment to look at ownership, visibility, and follow-through across the path from lead to cash. Your answers stay in this browser and are not stored or submitted.

How to use it

Answer for the business you are running this week.

Choose the answer that best describes the current operating reality, not the version you intend to build.

0 Not yet1 In progress2 Consistent

All 12 questions are required. This is a private, client-side check — there is no submission step.

01Is there one clearly named owner for every new lead from first inquiry to booked work?
02Does every lead receive a defined next step when it is not ready to book today?
03Can the team see current lead status without asking the founder for an update?
04Is there a written handoff from sold work into scheduling, onboarding, or delivery?
05Does each active client have a clear owner, next milestone, and due date?
06Do you review a small weekly scoreboard that shows what needs attention now?
07Can you see open work, follow-ups, and outstanding invoices in one dependable view?
08Are follow-ups scheduled and assigned instead of being held in someone’s memory?
09Is there a defined cadence for new inquiries, proposals, no-response leads, and past clients?
10Could someone else run your core workflows from the documentation that exists today?
11Does the team have a regular rhythm for reviewing ownership, open loops, and recurring breakdowns?
12Is there a clear 30-day operating priority with one accountable owner?

A useful next step

Start with what you can make visible.

The assessment is a starting point, not a scorecard for your worth or your team. Use it to choose one operating constraint to understand better, then work from there.