Free self-assessments

Grade your company. I'll tell you where I'd look first.

Before I give anyone advice, I ask questions. These self-assessments work the same way: you grade your company in under ten minutes, and I personally review your answers and send you up to three areas I'd look at first.

What happens next
1
You grade your company
Grade each area with an honest letter grade. Your answers stay confidential.
2
I review it personally
Within two business days, I'll email you up to three areas I'd look at first, and why.
3
We compare notes, if you'd like
I'll offer a 30-minute conversation, with no obligation.

Choose the one that fits your company.

For any growing company
Leadership and Performance Assessment
Is your business positioned for the next level?

For CEOs and owners who want an honest look at how the company is led, aligned, and run, and what's holding it back.

Eighteen areas and a few quick facts, under ten minutes.
Goals and focusStrategy and prioritiesLeadership teamAccountabilityCulture and valuesCustomers and competitorsMarketing and salesDeliveryFinancial resultsMeetings and follow-through
Take the Assessment
Your answers are confidential. Privacy
For homebuilders
The Builder Scorecard
How strong is your homebuilding business?

For builder owners and CEOs. Grade every part of the business, from capital and land to sales, customers, and data.

Twenty areas and a few quick facts, under ten minutes.

The free scorecard shows how you see your company and where I'd look first. The Clarity Diagnostic tests that against the numbers and your whole leadership team, finds the root causes, and ends with a plan your team owns.

PrioritiesLeadership teamCapital and lendersFinancingLand and lotsProduct and pricingDirect costsCycle times and qualityMarketing and leadsSales and conversionCustomer satisfaction and warrantyOverheadCash flow and forecastingSoftware and systemsData you can trust
Get the Builder Scorecard
Your answers are confidential. Privacy

Questions first. Advice second.

Most free offers hand you a checklist of someone else's answers. I'd rather start with yours. How you grade your own company tells me what you're seeing. Comparing it with what I'd look for is where the useful conversation starts.

Every submission is read by me, not a program. I take on a small number of clients, so I'd rather have a real conversation with a few leaders than send automated emails to many.

How it works

Under ten minutes, in three steps.

A few quick facts, then grade each area from A to F, and tell me where to send your review.

1Your company
2Grade your company
3Your review
Step 1 of 3 · Your company
A few quick facts about your company.
Do you have a written three- or five-year plan?
YesIn progressNo
Did you achieve your budget in each of the last two fiscal years?
Both yearsOne of the twoNeitherWe don't budget
Annual revenue (optional)
Under $10M$10–25M$25–50M$50–100MOver $100MPrefer not to say
Step 2 of 3 · Grade your company
For each statement, choose the grade that fits your company best today. If you're not sure, choose "Don't know."
Area 1 of 20 · Priorities
Every leader can name the same top priorities for this year.
ABCDFDon't know
Step 3 of 3 · Your review
Where should I send your review?
If you could improve one thing in your business over the next six months, what would it be? (optional)
Name
Company
Role
Choose one
Email, for your personal review
Phone (optional)
Your answers are confidential. PrivacySubmit

Prefer to talk first? Let's start with a conversation.

The introductory call is free and typically about 30 minutes, longer when it helps. We'll talk about your priorities and whether we're a fit, and if I can help, I'll suggest where to start.