Annex Growth Diagnostic

Find the gaps slowing down your growth.

A simple diagnostic that helps business owners see where leadership, marketing, sales, operations, technology, and client experience are out of alignment.

Take The Scorecard See What It Measures

What this process looks like

Answer what is true today. Your score updates instantly. Then we use the results to identify your biggest bottleneck and next best move.

6Core Growth Areas

40Total Alignment Points

3Readiness Levels

1Clear Next Step

Three steps to your next move

Score

Spot the drag

90-day plan

Built for every Annex offer.

Whether you arrive from Google Ads, Fire & Ice, Execaros, or an Annex advisory page, this diagnostic frames the same core question: where is the business leaking clarity, leads, revenue, execution, or trust?

0 / 40Live score updates as you go

What we measure

The scorecard looks at the business as a complete revenue and execution system.

Vision and leadership clarity
Brand and messaging alignment
Marketing and lead generation
Sales process and CRM discipline
Operations and delivery consistency
Client success, reviews, and referrals

What happens next

The goal is not to grade the company. The goal is to show the owner what to fix first.

Low scores reveal the biggest drag on growth
Mid scores show where momentum is being slowed
High scores indicate the company is ready to scale
The results become the starting point for the strategy call

Vision & Leadership

Is the company clear on where it is going and who owns what?

We have a clear 1-year, 3-year, and long-term vision.

The leadership team understands the vision the same way the owner does.

We have defined the company's North Star priorities.

Each department knows how their work connects to the bigger picture.

We have a consistent leadership meeting rhythm.

The owner is not the only person holding the company together.

Brand & Messaging

Is the company saying the same clear thing everywhere?

We have a simple StoryBrand-style message.

The problem we solve is clearly defined and repeated everywhere.

Messaging is consistent across website, ads, sales, and internal language.

Every team member can explain what we do in one sentence.

Our offers are easy to understand and not confusing.

Our marketing speaks to a specific customer with a specific need.

Marketing & Lead Generation

Are we attracting the right leads and tracking what works?

We know exactly who our ideal customer is.

Marketing produces consistent qualified leads.

Our landing pages are built for conversion.

We have reliable Google Analytics and conversion tracking.

Leads are nurtured before and after sales contact.

We track cost per lead, lead quality, and source performance.

Marketing and sales meet regularly to review lead quality.

Sales & CRM

Does sales follow a system instead of freestyle follow-up?

Sales uses the same language marketing uses.

Sales listens and diagnoses before pitching.

We have a clear customer journey from lead to close.

Sales to operations handoff is documented and consistent.

We have a defined sales process, not freestyle selling.

Our CRM tracks each deal stage accurately.

Sales only sells what operations can deliver well.

Sales numbers are tied to leading indicators.

Operations & Delivery

Can the company deliver consistently without heroic effort?

Operations has documented SOPs.

Operations metrics are reviewed weekly.

Delivery communicates back to sales and leadership.

Projects are usually completed on time and on budget.

Operations does not depend on one or two superstar employees.

Clients receive a consistent experience regardless of owner involvement.

Operations knows exactly what was promised during the sale.

Client Success & Referrals

Does the company turn completed jobs into repeat growth?

We have a predictable onboarding or kickoff experience.

We have a follow-up and check-in rhythm after the sale.

Upsells, maintenance, or renewals are systemized.

We collect reviews and case studies consistently.

We have a referral process.

Client communication is proactive, not reactive.

Executive Score Summary

Your score updates automatically as you complete the diagnostic.

0 / 40

Category	Your Score
Vision & Leadership	0 / 6
Brand & Messaging	0 / 6
Marketing & Lead Generation	0 / 7
Sales & CRM	0 / 8
Operations & Delivery	0 / 7
Client Success & Referrals	0 / 6

0–20Critical misalignment. Growth is depending on force, not systems.

21–34Moderate drag. The company has momentum, but gaps are slowing it down.

35–40Ready to scale. Strong foundation with optimization opportunities.

Save your score and next steps.

Send the results to your inbox and use them as the starting point for your Annex strategy call.