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The Nine Lives
Growth Engine
Assessment™
Find the bottlenecks preventing your next client from becoming your next customer.
Request Your Free Assessment →A focused CEO-level conversation. No obligation.
Executive summary
Introductory assessment
Your growth engine is six connected systems. When one breaks, revenue slows.
The real question
How healthy is your
growth engine?
Most marketing assessments examine campaigns, content, and channels. That is only part of the picture.
The Growth Engine Assessment looks across your entire client acquisition process, from how you position the firm to how opportunities are managed, sold, measured, and supported.
Not “How’s your marketing?”
“Where is growth slowing down?”
Six connected systems
What we review
We follow the path a prospect takes from first impression to signed client and look for the friction that costs you momentum.
Positioning & Market Focus
We ask
- Who is your ideal client?
- Can everyone describe that client consistently?
- Do prospects understand why you are different?
- Are referrals coming from the right clients?
Red flags
- “We work with everyone”
- A website that only lists services
- No clear niche or differentiation
Lead Generation
We ask
- Where do new opportunities come from?
- What percentage comes from each source?
- Is your pipeline predictable?
- Which channels create qualified conversations?
Red flags
- Everything depends on referrals
- Pipeline swings wildly
- No consistent lead source
Lead Management
We ask
- Who owns every new inquiry?
- How quickly are leads contacted?
- Is every lead entered into your CRM?
- How are leads qualified and followed up?
Red flags
- No defined process
- Leads fall through the cracks
- Inbox or memory-based management
Sales Process
We ask
- How long does a typical sale take?
- What is your close rate?
- What usually kills a deal?
- How are proposals followed up?
Red flags
- No pipeline visibility
- No consistent proposal process
- No follow-up cadence or close-rate tracking
Marketing Infrastructure
We ask
- Does your CRM support the way you sell?
- Are marketing and sales systems connected?
- Can your website capture and convert demand?
- Can you see what is working?
Red flags
- Disconnected systems
- Manual everything
- No useful reporting or dashboards
Growth & Operations
We ask
- How do you measure marketing and sales success?
- Can you forecast revenue and capacity?
- Do you know acquisition cost and client value?
- What happens if referrals stop tomorrow?
Red flags
- No shared KPIs
- No forecasting
- Growth happens by accident
A useful score, not a pass or fail
See where your engine stands.
During the assessment, each system is evaluated using a five-point maturity model. Try the scorecard to see how six connected systems combine into one growth picture.
26–30 Healthy20–25 Good foundation15–19 Growth is slowingUnder 15 Revenue leakage
Your score18/30
Growth is slowing
Your systems are beginning to strain or break.
What you receive
Clarity you can act on.
You will not leave with a score and a twenty-item to-do list. Your two-page executive summary identifies the few things that matter most.
Biggest Strength
The capability already creating momentum, such as a strong reputation or referral network.
Biggest Risk
The breakdown most likely to cost revenue, such as inconsistent proposal follow-up.
Biggest Opportunity
The most promising place to unlock growth, such as reconnecting with previous prospects.
One Recommended Next Step
One focused project. Not twenty competing priorities.
Your next client is already looking
Let’s find what is
slowing them down.
In 60 minutes, we will look across your growth engine, identify the biggest point of friction, and give you a clear next step.
Request Your Free Assessment →60 minutes2 page summary$0 investment