Rate yourself honestly on each dimension. Choose the level that best describes where you are today (1 = Beginning, 4 = Mastery)
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Business Growth (Leverage & Design)
Value Creation & Positioning
Level 1
Your value proposition is unclear and you struggle to articulate the offer.
Level 2
Your offer is somewhat defined, but your positioning is weak and easily copied.
Level 3
Your clear, differentiated value consistently attracts the right clients.
Level 4
You lead your category, shape markets, and demonstrate outsized value creation.
Systems & Delegation (Who-Not-How)
Level 1
The founder still performs most functions.
Level 2
You delegate some work, but it remains ad hoc.
Level 3
Documented systems are owned by the right roles, and you are no longer the bottleneck.
Level 4
Your systems self-improve within a delegation culture, allowing you to scale predictably.
Market Rhythm (Sales, Offers, Cash Flow)
Level 1
Your sales are erratic, cash flow is stressed, and visibility is low.
Level 2
Your revenue shows some predictability, but the pipeline remains unreliable.
Level 3
A consistent pipeline supports reliable offers and maintains healthy cash reserves.
Level 4
Your growth is rhythmic with recurring revenue, and you anticipate and leverage market cycles.
❤️
Interest in Life (Relational Vitality)
Curiosity & Learning Rhythm
Level 1
You rarely read, learn, or explore new ideas. You feel stagnant.
Level 2
You dabble in new learning, but it remains irregular.
Level 3
You keep a consistent rhythm of reading, courses, and exploration, and you apply insights to work and life.
Level 4
You model lifelong learning, teach others, and curate communities of curiosity.
Energy & Recovery Hygiene
Level 1
You are frequently exhausted and give little or no attention to sleep, movement, or recovery.
Level 2
You have some healthy habits, but they are inconsistent and stress often dominates.
Level 3
Balanced routines across sleep, exercise, and nutrition sustain energy that supports both work and life.
Level 4
Your energy hygiene is generative: you mentor others in resilience and inspire vitality in your community.
Relational Wealth & Community
Level 1
You have few trusted relationships and interactions often feel isolated or transactional.
Level 2
You have some supportive connections, but depth and reliability are limited.
Level 3
You sustain a strong network of mutual trust and give and receive support regularly.
Level 4
You act as a relational hub, cultivate communities, and multiply opportunities through trust.
🧠
AI Utilization (Capability & Ethics)
AI Literacy (Prompts, Agents, Data)
Level 1
AI is absent from your daily work aside from anecdotal trials.
Level 2
You use basic tools (chatbots, writing aids) but have limited prompt fluency.
Level 3
You are skilled with prompts and actively experiment with agents and data integration.
Level 4
Your team's AI fluency enables you to design agents and innovate with proprietary data.
Workflow Integration (Time Saved, Quality Up)
Level 1
Your AI experiments remain isolated and yield no measurable gains.
Level 2
You automate one to two tasks per week, but you have no documented SOPs.
Level 3
You agentize key processes with documented SOPs and QA, delivering at least 10% time saved.
Level 4
Multi-agent pipelines deliver at least 25% time saved, and AI unlocks new capabilities.
Governance & Ethics (Privacy, Truth, Oversight)
Level 1
You have no guardrails; risks are ignored; data and privacy are unconsidered.
Level 2
Your rules are ad hoc and your awareness of ethical risks is limited.
Level 3
You maintain clear, transparent, auditable policies for privacy, attribution, and oversight, and your executives, contractors, board, and staff are all trained.
Level 4
Ethical AI is embedded into the brand and influences industry standards.