Business Gap Assessment

Yes, fully documented Partially documented It's in my head No process at all

Under $5K $5K–$20K $20K–$100K $100K–$500K $500K+

Dedicated PM tool (Asana, ClickUp, etc.) Spreadsheets Email & messages Nothing formal

Yes, for most processes Some SOPs exist Nothing written down

80–100% — team handles it 50–80% — mostly fine 20–50% — things would slip Under 20% — it would break

Just me 2–5 6–20 20+

Yes, clearly defined Loosely defined Everyone does everything N/A — solo

Strong — regular reviews & KPIs Moderate — some structure Weak — ad hoc feedback only None / solo

Referrals / word-of-mouth Outbound (cold email, DMs) Inbound / content / SEO Paid ads Events / partnerships No consistent channel

Yes, documented and validated In my head but not written Vague / still figuring it out No

Daily or multiple times/week Weekly Monthly or less Rarely / never

Yes, monthly with a dashboard Yes, but inconsistently Only at tax time No — flying blind

Yes, maintained and reviewed Rough numbers in my head No

Yes, tracked monthly Yes but rarely reviewed Vague goals only No plan