Free Assessment

The 6-to-7 Figure
Scaling Checklist

28 checkpoints across 6 categories — the exact assessment that maps every gap between your current business and a scaled $1M+ operation.

28 checkpoints
6 categories
Scoring framework
~10 minutes
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You've built something. You're hitting $100K–$999K in revenue. That's real. You're in the top 9% of US businesses.

But you're stuck. The strategies that got you here aren't scaling. This checklist maps the 28 critical foundations that separate one-person $200K operations from scaled $1M+ businesses.

Answer yes or no to each. Score at the end.

0
YES answers out of 28
Select your answers below
1
Revenue & Positioning (Checkpoints 1–5)
1
Do you have a documented, repeatable sales process?
✓ Yes, I know exactly what triggers a prospect to say yes
✗ No, each sale feels different; there's no clear pattern
Why it matters

One-person businesses often have intuitive sales. Scaled businesses need a playbook. At $1M+, you won't close every deal personally — your team will. If you can't articulate the sales steps, they can't replicate them.

2
Is your pricing anchored to value delivered, not time spent?
✓ Yes, I charge based on outcomes/results, not hourly/monthly
✗ No, I charge hourly or flat monthly; I feel guilty charging more
Why it matters

Time-based pricing caps your revenue at whatever you personally can deliver (usually $100K–$300K). Value-based pricing lets you scale infinitely. This is the single biggest bottleneck between 6 and 7 figures.

3
Can you articulate your niche in one sentence?
✓ Yes, and my ideal client immediately recognizes themselves in it
✗ No, I serve "anyone who needs X" or my niche is still too broad
Why it matters

Broad positioning kills conversion. Specificity kills objections. "I help service businesses scale to $1M" converts at 2–3%. "I help HVAC companies eliminate no-shows" converts at 15–25%. Narrow positioning also justifies premium pricing.

4
Do you have social proof that can close deals without you?
✓ Yes, I have case studies, testimonials, or results I can show on day 1
✗ No, prospects rely on talking to me to believe it's possible
Why it matters

If every prospect needs a discovery call before committing, you're the bottleneck. Scaled businesses have proof that sells while you sleep. This is the difference between responsive sales and proactive sales.

5
Are you charging premium prices (top 20% of market)?
✓ Yes, my pricing is near or above market leaders in my niche
✗ No, I undercut the market or match average pricing
Why it matters

Under-pricing means overworking. If you're charging $2K when the market pays $5K–$10K, you're sacrificing both profit margin and perceived value. Premium positioning also attracts better clients. This one change often adds $200K–$400K to annual profit without extra work.

2
Operations & Systems (Checkpoints 6–11)
6
Do you have documented SOPs for your core process?
✓ Yes, I have written step-by-step processes for my main deliverable
✗ No, it's all in my head; I explain it differently each time
Why it matters

Undocumented processes can't scale. If customers have 5 different experiences depending on who serves them, you don't have a business — you have a job. SOPs are the skeleton of scaling.

7
Are your clients on a standardized delivery timeline?
✓ Yes, all engagements follow a set timeline (30 days, 90 days, etc.)
✗ No, every project is unique; timelines vary wildly
Why it matters

Variable timelines destroy forecasting and team planning. Standardization lets you parallelize — serve 10 clients at once instead of finishing one before starting another.

8
Do you track key business metrics daily/weekly?
✓ Yes, I know my pipeline, conversion rate, delivery cost, and profit margin this week
✗ No, I check finances quarterly or when things feel tight
Why it matters

You can't manage what you don't measure. Six-figure businesses run on intuition. Seven-figure businesses run on data. Knowing your numbers weekly lets you course-correct fast.

9
Is your cash flow forecast 3+ months ahead?
✓ Yes, I know what my cash position will be in 90 days
✗ No, I find out the hard way when money gets tight
Why it matters

Scaling costs money upfront (hiring, tools, marketing). Cash flow forecasting prevents surprises. Most businesses fail from running out of cash mid-scale, not from lack of demand.

10
Do you have a project management system clients use?
✓ Yes, clients see progress, check status, and self-serve in our system
✗ No, I communicate via email/Slack; there's no centralized place
Why it matters

A shared system stops the "where's my project?" emails that eat 5–10 hours/week. This single tool often frees up 10–15 hours/week for selling or strategic work.

11
Do you batch similar work to minimize context switching?
✓ Yes, I have dedicated times for calls, delivery, admin, and strategy
✗ No, my days are fragmented; I'm reactive to whatever fires pop up
Why it matters

Context switching costs 20–30% of productivity. Batching (all calls Tuesday, delivery Wed–Thu, strategy Friday) can add 5–10 hours of useful time per week.

3
Team & Delegation (Checkpoints 12–15)
12
Have you hired your first team member?
✓ Yes, I have at least one person taking work off my plate
✗ No, I'm still a solopreneur doing everything
Why it matters

You can't hit $1M alone. The first hire is always scary but it's also the inflection point where your business stops being limited by your time. Delegation is not optional — it's survival.

13
Do you have clear role definitions for anyone you've hired?
✓ Yes, each team member has documented responsibilities and success metrics
✗ No, they help with whatever needs doing; we figure it out as we go
Why it matters

Ambiguous roles create confusion, conflict, and turnover. Clear roles = clear accountability = scalability.

14
Are you paying for quality talent (above $20/hour or salaried)?
✓ Yes, I hire specialists at $25+/hour or salaried
✗ No, I hire generalists at minimum rates to save money
Why it matters

Cheap labor scaling fails. A $15/hour generalist makes mistakes that cost you $5K clients. A $50/hour specialist saves you time and generates premium work. Quality team members also stay longer, reducing training costs.

15
Have you documented your hiring and onboarding process?
✓ Yes, I know exactly how to bring someone in and train them
✗ No, onboarding happens ad-hoc; I'm making it up as I go
Why it matters

Standardized hiring (clear job description, interview scorecard, trial project) catches misfits early. Good onboarding reduces time-to-productivity by 40–60%.

4
Marketing & Customer Acquisition (Checkpoints 16–20)
16
Do you have a predictable customer acquisition channel?
✓ Yes, I know where my best customers come from; I can repeat it
✗ No, most business is referrals or inbound; I can't reliably generate leads
Why it matters

Referral-based businesses plateau around $300K–$600K. To scale past that, you need a repeatable channel (cold outreach, paid ads, content, partnerships). Multiple channels = multiple revenue streams.

17
Are you tracking CAC and customer lifetime value (LTV)?
✓ Yes, I know my CAC and LTV; I know if marketing is profitable
✗ No, I'm not sure if my marketing is profitable; I spend what feels right
Why it matters

Most entrepreneurs overspend on marketing and don't know it. Knowing CAC lets you calculate how much you can spend and still be profitable. This is the difference between scaling efficiently and scaling into bankruptcy.

18
Do you have warm introduction and referral systems in place?
✓ Yes, I actively nurture relationships for referrals; past clients regularly refer me
✗ No, I get referrals occasionally, but there's no system
Why it matters

Warm referrals close at 70–80%, while cold outreach closes at 1–3%. A referral system can generate 30–50% of new revenue without additional marketing spend.

19
Are you creating content (blog, video, social, podcast)?
✓ Yes, I publish regularly and it generates inbound leads
✗ No, I don't have time for content; I focus on direct sales
Why it matters

Content is a 12–18 month play, but it's compound. Every piece attracts prospects while you sleep. Most 7-figure businesses have a content moat. This is unclaimed territory for most 6-figure founders.

20
Do you have a lead nurture sequence (email, SMS, or retargeting)?
✓ Yes, I regularly follow up with prospects and past clients
✗ No, I reach out when I think of it or when they contact me first
Why it matters

Follow-up is where deals close. Most prospects aren't ready on day 1. A simple email sequence (5–10 touchpoints over 30–90 days) can double your close rate without increasing traffic.

5
Pricing & Margins (Checkpoints 21–23)
21
Do you know your gross profit margin on each service?
✓ Yes, I track cost vs. revenue by service; I know which are profitable
✗ No, I know overall profit but not by service; some might be losing money
Why it matters

You might be running a profitable business on paper but losing money on specific clients or services. Knowing margins by service lets you prune losers and double down on winners. This often adds $50K–$100K+ to net profit.

22
Have you raised your prices in the last 12 months?
✓ Yes, I increased prices and retained most clients
✗ No, my prices are the same as last year; I'm worried about losing clients
Why it matters

If you're growing and delivering better results, you should be increasing prices. Annual 5–10% increases are standard. Most entrepreneurs underestimate willingness to pay by 30–50%.

23
Do you have tiered pricing (entry, mid, premium)?
✓ Yes, I offer multiple options so different buyer budgets can buy
✗ No, I have one price or package
Why it matters

Tiered pricing lets you capture upmarket clients (30–40% at higher tiers) while keeping entry products accessible. This also reduces price objections — there's something for everyone.

6
Client Retention & Leverage (Checkpoints 24–28)
24
Do you know your customer churn rate?
✓ Yes, I track what % of clients don't renew; I know my retention rate
✗ No, I don't formally track it; clients just come and go
Why it matters

Retention is 3–5x cheaper than acquisition. If you're losing 30% of clients every year, you're on a treadmill. A 10% improvement in retention can add $50K+ to annual revenue without new customer acquisition.

25
Do you have a product or service that generates recurring revenue?
✓ Yes, clients pay me monthly or quarterly; I have predictable recurring revenue
✗ No, each sale is a one-time project; revenue is lumpy
Why it matters

Recurring revenue is the path to predictable scaling. $1M in recurring revenue ($83K/month) is easier to build than $1M in one-time projects. Recurring also gives you cash flow to invest in growth.

26
Do you have strategic partnerships or reseller relationships?
✓ Yes, other businesses refer me or white-label my services
✗ No, all my revenue is direct from end clients
Why it matters

Partnerships let you access new customer bases without personal effort. One partnership can bring 20–50% new revenue. This is a 7-figure scaling lever that 6-figure founders usually ignore.

27
Have you built intellectual property (frameworks, templates, tools) separate from you?
✓ Yes, my method, templates, or tools are repeatable without my direct involvement
✗ No, the value lives in my head; I'm the IP
Why it matters

Founder-dependent businesses cap out around $500K–$1M. To scale past that, your IP (methodology, software, trained team) must work without you. This is the difference between building a job and building a business.

28
Do you have a long-term vision (next 3–5 years) for where this goes?
✓ Yes, I have a clear exit plan or scaling plan; I'm building toward something specific
✗ No, I'm focused on this year's revenue; I haven't thought much past that
Why it matters

Scaling requires intentional decisions. A founder building toward acquisition makes different choices than one building for income. Clarity on the end game determines hiring, pricing, and positioning decisions today.

Scoring Guide

24–28 YES answers
Scaling Ready
You have the foundations. You're ready to go from $500K–$1M → $1M–$3M. Focus: Hire aggressively, systematize delivery, implement a predictable customer acquisition channel. You're close.
18–23 YES answers
Transition Phase
You have core traction but gaps in operations, team, or systems. Focus: Pick 3 weak areas, fix them in the next 90 days. Most entrepreneurs at $200K–$600K are here. This is where most get stuck.
12–17 YES answers
Foundation Building
You're early or hit resistance. You likely have strong sales but weak systems or team. Focus: Document processes (SOPs), hire your first team member, standardize delivery.
6–11 YES answers
Reactive Mode
You're trading time for money. Your positioning, pricing, or systems need work. Small changes here unlock 2–3x revenue. Focus: Increase prices, narrow positioning, find a repeatable acquisition channel.
0–5 YES answers
Survival Mode
You need fundamentals: clearer positioning, higher pricing, documented process, first team member. This phase is solvable but requires honest self-assessment. Consider getting a coach.

The Real Path to 7 Figures

$0–$100K
Build a service people want. Nail product-market fit. Sell directly.
$100K–$500K
Standardize delivery. Raise prices. Narrow positioning. Systems over personal hustle.
$500K–$1M
Hire specialists. Create recurring revenue. Build leverage (content, IP, partnerships).
$1M+
Scale systems, not yourself. Own the business; stop being the business.

Your Next Steps

1
Score yourself honestly.

No rose-tinted scoring. Where are the real gaps?

2
Pick your top 3 gaps.

Don't fix 10 things. Focus on 3.

3
Pick your biggest leverage point.

Which one change (pricing, positioning, first hire, SOPs) would unlock the most revenue?

4
Move on that. This week.

Not next month.

Strategy Call

Want help checking every box?

Book a free strategy call with Ray. We'll assess your specific situation, identify your top 3 levers, and give you a 90-day action plan to hit your next revenue milestone.

Book a Strategy Call →

Coaches who ran this checklist — and acted.

The gaps you find today are the revenue you unlock in the next 90 days.

★★★★★

Did this checklist in 20 minutes. Found 9 unchecked boxes in client systems alone. Fixed them over the next month — retention went from 4 months average to 7.

TM
Tom M. Leadership Coach · Chicago
★★★★★

I scored 14/28 the first time. That was humbling. 6 months later I hit 24 and crossed $400K. The framework tells you exactly what to fix and in what order.

KP
Kate P. Business Strategist · Toronto

Questions before you start

Who is this checklist for?

Coaches, consultants, and service businesses between $100K–$500K who want to break past $1M. You are already making money — but you are trading too much time and hitting a ceiling you can't explain. This maps the gaps.

Is this actually free?

Yes. Enter your email, get immediate access to all 28 checkpoints across 6 categories. No upsell required to use the full checklist. We email you the results — that's it.

What does a high score mean?

24–28 means you're scaling-ready — the systems are there, time to pour fuel on growth. Below 18 means you're building on a shaky foundation and growth will stall. Most coaches score 12–18 and are surprised by which boxes they're missing.

What do I do after completing the checklist?

Identify your lowest-scoring category — that's your biggest lever. Book a free strategy call and we'll build a 90-day action plan around your specific gaps. Or grab the full 7FiguresOS system and address all of them systematically.