Internal use only. Run each assessment through this tool before writing the client summary.
Internal Tool
1Client Information
Who is this assessment for?
Enter the basics from the submission email before scoring.
2Diagnostic Scoring
Score the four dimensions
Read their answers to each section, then score each dimension based on what you found. Your scores determine the outcome and shape the evaluation. Be honest — the precision is what makes the summary valuable.
Operational Clarity
How clearly does this founder understand how their business actually runs? Do they know where things break, or are they still guessing?
0/25
Delegation Readiness
How much of their business is documented, repeatable, or transferable? Could someone else act on their behalf without constant translation?
0/25
Support Fit Clarity
How clearly does this founder understand what kind of support they actually need? Do they know the difference between a VA, EA, and an ops person?
0/25
Risk Exposure
How exposed is this business to operational failure if the founder steps back or brings someone in too early? What is the cost of getting this wrong?
0/25
Total Score
0 / 100
Complete all four dimensions to see the outcome.
3Outcome
Not Ready YetGetting CloseReady to Hire
4Build the Evaluation
Write the client evaluation
Use the scored dimensions and your read of their answers to fill in each section. This becomes the foundation of the summary you send. Write in your voice. Be specific to them.
What I Noticed First
Your opening read. What is living rent-free in their head that they have not fully named yet? What is the real pattern across their answers?
The Invisible Work
Name what they do that nobody knows about. What tasks never make it to the to-do list but happen because they do them? What would fall apart first — and what does that tell you about what needs to be documented before anything else?
What Still Lives Only in Their Head
Be specific. Name the knowledge, decisions, and routines that are entirely dependent on them personally. This is the inventory they did not know they were taking when they answered these questions.
Where They Are in the Founder Journey
Are they exhausted or ready? There is a difference. Someone hiring out of exhaustion thinks hiring will solve it. Someone ready has done the groundwork. What does this founder's submission tell you about which one is true for them right now?
The Recommended Path
Based on the score and your read, lay out the specific path forward. Complete scoring above first.
The Structure for Success
Whether they are ready to hire or need to do groundwork first, give them the specific structure. What does the first 30, 60, and 90 days look like? What rhythm needs to be in place? What does a Wednesday check-in and Friday wrap-up look like for this specific founder?
The Honest Word
The one thing you want them to sit with. What did this assessment surface that they may not have expected? Say it plainly. This is the part they paid for.