Carry Capacity Assessment

20 questions. 5–8 minutes. Honest answers only — this is for you, not a sales pitch. Score each question 1, 2, or 3. Your results appear at the end.

0 of 20 answered

Section 1 of 4

Demand — how predictable is your revenue?

When I look at next month's revenue, I feel…

Genuinely uncertain — it depends on who reaches outCautiously okay — some recurring, some unknownRelatively confident — I know roughly what's coming in

My lead flow is…

Mostly word of mouth with no real consistencyOccasionally predictable — good months and dead monthsI have at least one consistent channel generating leads

My pricing feels…

Inconsistent — I quote differently depending on the client or my confidence that daySet but soft — I have rates, but I discount or undercut themConsistent and defended — I know what I charge and I hold it

When a slow month hits, my first instinct is to…

Panic, discount, or take work I'd normally pass onReach out to past clients or post more — no real systemFollow a documented process for re-engaging and filling the pipeline

My client roster right now…

Has clients I should have let go months ago — but I haven'tIs mostly fine but a couple are costing me more than they payIs clean — good clients, fair scope, no one I'm dreading

Section 2 of 4

Operations — does the business run without you?

If I were sick for a week, my business would…

Effectively pause — everything waits for mePartly function — some things would keep moving, others would stallKeep running — I have someone or something that covers the basics

My core business processes (onboarding, delivery, billing, follow-up) are…

In my head — I do them differently each timePartially documented — some checklists or templates, nothing completeDocumented and repeatable — someone else could follow them

Delegation in my business has…

Failed before — I hired help and it cost me more time than it savedSort of worked — I have one or two things off my plate but not the important onesActually worked — I have repeatable tasks handled by someone else reliably

My average work week is currently…

50+ hours, and it doesn't feel like it's getting shorter40–50 hours — busy but manageable most weeksUnder 40 hours — or I have a real plan to get there within 60 days

When I think about taking a real vacation (10 days, phone mostly off), I feel…

Like it's genuinely not possible right nowLike I could do it but I'd be checking in every dayLike it's realistic — I've done it or I have a plan to make it work

Section 3 of 4

Founder dependence — are you the business?

Most of my clients hired me specifically, not my business. If I stepped back, they would…

Almost certainly leave — the relationship is entirely with meSome would stay, some would go — it's mixedMostly stay — they're buying the service, not just me personally

The last time I tried to hand off something important, I ended up…

Taking it back — it was faster or cleaner to just do it myselfLetting it run but micromanaging it — I couldn't fully let goActually handing it off — it's off my plate and running fine

I think about what my business would look like without me…

Never — I am the business, full stopSometimes — it makes me uncomfortable but I know it mattersRegularly — I'm actively building toward it

My business identity and my personal identity feel…

Fused — the business is me, I am the business, I'm not sure where one endsTangled — I know they're different but it doesn't feel that way day-to-dayDistinct — I own the business, it doesn't own me

When I think about what I actually want from this business in 2 years, I feel…

Foggy — I'm too in it to think about the longer termUnclear but curious — I've thought about it but nothing is concreteReasonably clear — I know what "enough" looks like for me

Section 4 of 4

Financial visibility — do you know your numbers?

When I look at my business finances, I feel…

Anxious — I avoid looking unless I have toCautious — I check my bank balance but I don't love what I seeClear — my books are clean and I understand what they tell me

I know my actual profit margin (not just revenue)…

Not really — I know what comes in, not what's actually left after everythingRoughly — I have a ballpark but nothing preciseYes — I track it and I use it to make decisions

My bookkeeping is…

Behind or inconsistent — it's one of the things I keep meaning to fixMostly handled — not perfect but someone (me or a bookkeeper) is on itCurrent and clean — I have monthly numbers I trust

I have a cash reserve or operating buffer for a slow month…

No — a bad month goes directly on personal credit or savingsKind of — there's some buffer but it wouldn't last longYes — I have at least 4–6 weeks of operating expenses accessible

I make pricing and investment decisions based on…

Gut feel and what I think I can get — no real financial frameworkSome data plus instinct — not fully informed but not flying blindActual numbers — I know my costs, my margins, and my targets