Initial Consultation · DuBois Business Consulting
Accountability & Growth Gap Assessment
A structured self-assessment for health & wellness business owners. Work through each section honestly — your answers shape the entire consulting engagement.
Establish baseline — honest answers here surface the patterns your consultant needs before session one.
1
Pain points & what's working
Establish baseline — where the business is right now
What are your business' current pain points?
Be specific — revenue, client retention, time, team, pricing, delivery
What has been working, and how is this measured?
Include the metric or signal that tells you it's working
What has not been working, and how was that measured?
What happens with this information once identified?
Do you act on it, document it, discuss it, or does it stay in your head?
Team insight — how your team engages with business performance and where feedback loops break down.
2
Team involvement & feedback
How your team connects to business performance
How involved is your team in identifying business problems or opportunities?
Do they raise issues proactively, or wait to be asked?
How do you currently gather feedback from your team?
Team meetings, 1:1s, surveys, informal conversations, nothing formal?
Rate how well your team understands the business goals
What is the biggest gap between what your team does and what the business needs?
Hidden potential — the revenue and growth that exists in your business right now, waiting to be activated.
3
Unexplored opportunities
What's available but not yet activated
What revenue opportunities have you identified but not yet pursued?
Products, services, packages, partnerships, pricing structures
What is stopping you from pursuing these opportunities?
Time, knowledge, confidence, resources, systems?
Which of these would you prioritise if you had the support to act on them?
Is there an area of the business that consistently underperforms despite effort?
Success modelling — what you measure, how you measure it, and who you look to as a reference for what's possible.
4
Benchmarks & success modelling
How you define and measure success
What key metrics do you currently track in your business?
Revenue, bookings, conversion rate, retention, profit — what do you actually look at regularly?
How often do you review these metrics?
Who do you model or benchmark yourself against?
Other practitioners, businesses, industry data, your own previous performance?
What does success look like for you in 12 months?
Be specific — income, hours, team size, client load, business value
Alignment check — understanding what drives you ensures the consulting engagement is built around outcomes that actually matter to you.
5
Values, beliefs & motivators
What drives your decisions and your business identity
Why did you start this business?
The original motivation — not the polished version, the real one
What beliefs do you hold about money, pricing, and charging for your services?
Are there beliefs that might be limiting your income?
What do you value most in how the business operates?
What would you do differently if you were starting over today?
Capability gaps — where the business needs knowledge, skill, or confidence to operate at the next level.
6
Training & development
Skills, knowledge gaps, and capability requirements
What skills do you personally need to develop to grow the business?
Sales, finance, leadership, systems, marketing, delegation?
What training or development has the business invested in recently?
Courses, coaching, mentoring, conferences — and what was the result?
Rate your team's overall capability to execute on business growth
What is the single biggest knowledge gap holding the business back?
Structure and control — how the business is governed, how decisions are made, and what freedom looks like for you.
7
Goals, controls & autonomy
How the business is directed and governed
Do you have written business goals for the next 12 months?
What decisions do you currently make that could or should be delegated?
Day-to-day operational decisions that don't require you
How do you currently hold yourself accountable to business targets?
What would the business need to look like for you to take a 4-week break without it suffering?
Communication and skills — how you connect with clients, present value, and convert conversations into revenue.
8
Communication & skills
How you present, persuade, and convert
How would you describe your ability to sell your services?
Not marketing — the face-to-face or phone conversion conversation
How do you currently communicate your value to prospective clients?
Rate your confidence in pricing conversations
What one communication or skill improvement would make the biggest difference to your revenue?
Assessment complete.
Your answers have been saved. Your consultant will review everything before your first Boardroom session — no need to explain it again from scratch.
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