Envoy Growth Assessment™

Business Name *

Full Name *

Email *

Phone *

Website

Facebook Page

Google Business Profile URL

Number of Employees

Just me

2-5

6-10

11-25

26-50

50+

Estimated Monthly Lead *

0-10

11-25

26-50

51-100

101-250

250+

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Pillar 1: VISIBILITY

Visibility measures how easily people can find your business online when they search for your services. This includes your website, Google Business Profile, online listings, reviews, and social presence. A strong visibility score means your business is showing up where customers are already looking.

How easy is it for customers to find your business online through Google search or maps? *

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How consistently does your business post or stay active on social media? *

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Is your website and social media optimized to help customers find you online? *

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How strong is your online reputation based on customer reviews and ratings? *

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How accurate and complete are your business listing across Google, Facebook, and directories? *

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Pillar 2: CAPTURE

Capture measures how effectively your business turns visitors and inquiries into real leads. This includes how easy it is for someone to call, request information, book, or take the next step with your business. A strong capture system helps you convert more opportunities without losing leads along the way.

How clearly does your website or online presence guide visitors to take action (call, book, request estimate, etc.)? *

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How quickly does your business respond to new leads or inquiries? *

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How effective is your curret system for capturing leads from corms, calls, chats, or social media? *

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How easy is it for a customer to request information, book, or get an estimate from your business? *

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How well do you track where your leads come from? *

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Pillar 3: MANAGE

Manage looks at how well your business organizes leads, customer communication, and day-to-day follow-up. This includes your systems for handling calls, texts, emails, estimates, payments, and ongoing job or client communication. Strong management systems reduce chaos, improve consistency, and create a better customer experience.

How well does your business organize customer and lead information in one play? *

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5

How consistently does your team follow up with leads and customers without things slipping through the cracks? *

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How efficient is your process for estimates, invoices, payments, or job updates? *

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How well does your business manage communications across calls, texts, emails. and social messages? *

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How effectively do you track tasks, jobs, or customer progress once someone becomes a lead or client? *

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Pillar 4: NURTURE

Nurture measures how well your business stays in touch with leads and past customers over time. This includes follow-up, reminders, review requests, reactivation, and ongoing communication that keeps your business top-of-mind. A strong nurture system helps turn missed opportunities into future revenue.

How consistently does your business follow up with leads who do not book or buy right away? *

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How often do you use automated email or text follow-up to stay in touch with leads and customers? *

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How well does your business stay top-of-mind with past customers through helpful updates, offers, or check-ins? *

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How actively does your business ask for referrals, reviews, or repeat business from past customers? *

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How strong is you rsystem for turning one-time customers into repeat customers? *

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Pillar 5: GROW

Grow measures how prepared your business is to scale with confidence. This includes your goals, decision-making, performance tracking, and whether your current systems can support more leads, more customers, and more revenue without breaking down. A strong growth foundation makes it easier to expand without creating more stress or inefficiency.

How clearly definded are your business growth goals for the next 6-12 months? *

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How regularly do you review business performance, lead flow, and marketing results? *

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How willing and prepared is your business to invest in tools, systems, or marketing that supprt business growth? *

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How well does your business measure retention, repoeat business, or long-term customer value? *

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How confident are you that your current systems can support business growth without creating chaos? *

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