The Success Engine Assessment

Every Business Runs on Multiple Engines.
Most Owners Are Only Firing One.

25 performance assessments across Foundation, Marketing, and Sales — each one calibrated to a measurable revenue lift. Complete the pathway, and watch your projected performance build in real time.

Client Portal

Log in to continue your pathway, or activate a new purchase or a code from your coach.

Coach Portal

Manage client pathways, review completed modules, and track engine progress across your book of business.

25

Assessments across 3 modules

1

Sequenced pathway, unlocked step by step

Live

Revenue model that updates as you go

A Pathway to Maximum Business Performance

Every module you complete produces a conservative, client-set projection of revenue lift. Those projections add up to a single running number — and a single visual — that shows exactly how close your business is to running on every engine it has.

The Foundation

Marketing

Sales

Enroll

Choose How You Work Through the Pathway

Both plans include all 25 assessments, your live revenue and profit model, an action-item calendar with email reminders, and a printable pathway report.

Self-Directed Pathway

$1,297

or 3 monthly payments of $479

All 25 assessments across Foundation, Marketing & Sales
Live projected revenue and net profit
Action items with due dates and email reminders
Request coach support on any assessment
Printable pathway report
12 months of access

Most support

Coach-Supported Pathway

$3,397

or 6 monthly payments of $629

Everything in Self-Directed
Three 1:1 sessions with Master Coach Jerry Covella: a kickoff, after The Foundation, and after Marketing
Monthly group implementation call for 6 months
Jerry reviews every assessment you submit
Accountability on your action items
Priority response on coach-support requests

Every purchase is covered by our 14-day satisfaction guarantee and refund policy. Projections are your own estimates, not guaranteed results.

Working with Jerry one-to-one? Your pathway is included. Ask Jerry for your access code, then choose New Client.

Client Portal

Welcome Back

Log in with your email and the access code we emailed you. Your answers, financials, and calendar are right where you left them.

Forgot your code? Email me my code

← Back to Success Engine home

You'll stay logged in on this device until you log out.

Manual Override

Adjust Your Starting Financials

Your baseline is normally calculated automatically from your answers in the Business Fundamentals assessment — revenue, gross margin, and net margin, with guided help on the math. Use this screen only if you need to correct it directly.

Prefer the guided walkthrough? Open Business Fundamentals → ← Back to dashboard

Saved to your account. Business Fundamentals will overwrite this if you resubmit it.

Coach Portal

Welcome Back, Coach

Enter your coach passcode to review client pathways and track engine progress across your roster.

← Back to Success Engine home

Coach access only.

Coach Roster

Your Clients

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Give a Client Free Access

Create a one-time access code for a one-to-one coaching client (or anyone you want to comp). They activate it under New Client.

Access Codes You've Issued

Your Pathway

Pathway Report Log Out Client Report ← Back to Roster

Current Projected Revenue

—

Revenue Pathway

Starting Revenue — Projected Revenue —

Starting Net Profit — Projected Net Profit —

0 of 25 assessments complete — the bar above fills as you work through the pathway.

These projections add up the conservative estimates you enter at the end of each assessment. Revenue lifts grow revenue; cost reductions and tax-structure savings raise net profit. They are planning targets, not guarantees.

Need to correct your starting numbers? Adjust manually →

Your Success Engine

Each module fills its tank as you complete it — the next module unlocks once the one before it is finished.

Tap or hover a module to see its name

Action Item Timeline

Open full calendar →

Most assessments generate 2–3 concrete action items, each with a suggested window of two weeks to one month, so your pace stays in sync with the plan. Mark items complete from the calendar.

0

Action Items

0

Open

0

Completed

0

Past Due

0%

Of your action items are complete

100%

Currently on schedule

Pathway to Maximum Performance

← Back to dashboard

Your Pathway

Action Item Calendar

Every action item from a submitted assessment lands here with a real due date, so your timeline stays visible — not buried in a form you already finished.

Stay on Track

Every action item added to your calendar automatically gets a reminder queued 3 days before it's due — no need to set it up per item.

Email me 3 days before each due date

Upcoming Reminders

Scheduled Action Items

← Save & return to dashboard

The Foundation Module · Assessment

Business Fundamentals

Before we can build anything, we need an honest read on where the business stands right now — the money, the customers, and the direction you're heading. Nothing here is a test; it's a mirror. The revenue and net profit numbers you enter below become the starting baseline for your entire pathway, so take your time on those.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Revenue Picture

What industry best describes your business?

Would you describe your business as serving a focused niche rather than a broad general market?

Yes No

Roughly speaking, what was your total revenue over the trailing 12 months? This becomes the starting baseline your whole revenue pathway is calculated from — no need to enter it anywhere else.

Picture $10,000 in sales. After the direct cost of delivering the work, about what percentage is left as gross profit? Walk us through your math.

Now put a number on it: roughly what percentage of a sale is gross profit for you?

%

Same $10,000 — after every expense in the business, what percentage actually lands as net profit? Walk us through your math.

And the number: roughly what percentage of revenue lands as net profit?

%

Money Management

Do you currently work with a financial planner?

Yes No

Is a CPA or bookkeeper actively managing your books?

Yes No

Do you close your books out every month?

Yes No

Are your systems, processes, and procedures well documented across the business?

Yes No

If documentation is thin right now — what's been stopping you from writing it down?

Customer Snapshot

Describe your ideal, current customer in a sentence or two.

What's the #1 problem they're hiring you to solve?

How many active customers are you currently serving?

Of the prospects you talk to, what percentage actually convert to paying customers?

%

What's your average transaction size?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

Looking at everything you just walked through — pricing clarity, financial visibility, customer focus, and direction — what's a conservative percentage increase in revenue you could realistically expect by tightening these fundamentals up?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Write down your gross and net profit percentages from the walkthrough above, and confirm them against your books.

Within 2 weeks

Schedule 30 minutes with a bookkeeper or CPA to close any gaps you found.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Position of Market Dominance

Every category has a business people default to without thinking twice — the obvious choice. This assessment helps you find your version of that position: what makes you the obvious choice in your market, said so clearly that selling gets easier.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

How Customers See It

Do you believe your customers already understand what sets you apart before they ever contact you?

Yes No

However you answered above — how are you currently getting that differentiation in front of people?

When customers are wrestling with this problem, is it urgent, a nice-to-have, or something in between? Describe their mindset.

What are the top 2–3 questions a prospect is silently asking themselves before deciding to buy from you?

Does your website and online presence clearly answer those silent questions?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you nailed a single, crystal-clear sentence describing the problem you solve and why you're the one to solve it — and used it everywhere — what's a conservative growth percentage you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Draft your one-sentence answer to "what do you do?" and test it on 3 people outside the business.

Within 2 weeks

Add that sentence to your website homepage and email signature.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Optimize Conversions

Between the moment someone raises their hand and the moment they become a paying customer, revenue either survives or leaks out. This assessment maps your path from inquiry to close so we can find exactly where it's leaking.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Your Sales Process

Walk us through what happens, step by step, the moment a new prospect reaches out.

Is there a documented process that everyone on your team actually follows?

Yes No

On average, how long does it take from first contact to sending a quote or proposal?

What percentage of new inquiries turn into a quote or proposal?

%

What percentage of those quotes turn into an actual sale?

%

Where It Breaks Down

After a quote goes out, what's your follow-up process — and how consistently does it actually happen?

In your experience, what are the top reasons a prospect doesn't move forward?

What would help you get quotes or proposals out the door faster?

Do you believe a faster quote turnaround would translate into more closed sales?

Yes No

What's the biggest thing holding back your conversion rate right now?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you removed the friction we just talked about — faster quotes, fewer barriers, an easier buying path — what's a conservative percentage increase in sales you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Time how long it takes to send your next 5 quotes, start to finish.

Within 2 weeks

Cut your average quote turnaround time in half for one month and track the close rate.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Scheduling Freedom

Time is the one resource you can't buy back. This one looks at how your calendar actually runs today — and what changes if you got meaningful hours back each week.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Your Week Today

How many hours a week are you currently working, on average?

If you could set your ideal hours, what would that number be — and why that number?

If you freed up that time, what would you actually do with it?

What It's Costing You

How would getting that time back change the business itself?

How would it change things outside of work — family, health, everything else?

What have you already tried to create more balance, and how did it go?

Would getting that time back bring more peace to your household?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you showed up with less stress and more bandwidth, what's a conservative percentage lift you'd expect in revenue?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Block one full day this week and track exactly where every hour goes.

Within 2 weeks

Identify one recurring task to hand off or automate before next month.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Financial Awareness

Access to capital changes what's possible — but most owners have never separated their business credit from their personal credit, and don't know what that's costing them.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What Access Would Change

If you could access capital without personally guaranteeing it, would you use it?

Yes No

If not, what's holding you back?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you had access to real growth capital without your personal information on the line, what's a conservative percentage your business could grow?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Open a dedicated business checking account if you haven't already.

Within 2 weeks

Pull your business credit report and confirm it's fully separated from your personal file.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Legal Business Structure

Your legal structure isn't just paperwork — it's one of the biggest levers on your tax bill and your personal liability. Most owners picked theirs once and never looked back.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What's On the Table

If restructuring could realistically save you tens of thousands of dollars, would that be worth exploring?

Yes No

If yes — what's stopped you from looking into it before now?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you cleared up any tax inefficiency in your current structure, what's a conservative percentage of current profit you could redirect back into the business?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Pull your last 2 years of tax returns and flag them for review with a CPA or attorney.

Within 2 weeks

Schedule a consult to compare your current structure against the alternatives.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Customer Databasing

If your customer data lives in your head, in old emails, and on sticky notes, you're leaving money on the table every time someone falls through the cracks.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What You're Capturing

Do you currently use a CRM to store customer information?

Yes No

What's the most important information you should be capturing on every new customer?

Are your web forms and phone system automatically feeding into that CRM?

Yes No

Can you tell, at a glance, the last time you contacted a given customer or delivered a service?

Yes No

What It's Worth

How would you describe your customer intake process today?

What would make that process better?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you ran a single, targeted campaign straight to your existing customer database, what's a conservative percentage lift in revenue you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Export or audit your current customer list and flag missing contact info.

Within 2 weeks

Set up (or clean up) a CRM so every new lead and customer lands in one place.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Reduce Costs — Broad

Every business bleeds a little money it doesn't need to. This one is about finding the biggest, broadest leaks before we go line-item hunting.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Where the Money Goes

What are your largest fixed costs of running the business?

Outside of fixed costs, what else eats the most out of your budget monthly?

Roughly how much have those costs climbed in the past year?

%

Do you regularly review a cost-of-goods (COGS) statement?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If a professional found room to trim your monthly expenses, what's a conservative percentage reduction you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Pull last month's full expense statement and highlight anything you can't immediately explain.

Within 2 weeks

Get one competing quote on your single largest recurring expense.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

The Foundation Module · Assessment

Reduce Costs — Specific

This one goes line by line — lease, vendors, insurance, subscriptions, staffing — the specific places savings usually hide in plain sight.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

The Usual Suspects

Have you renegotiated your lease or looked into relocating somewhere less expensive?

Yes No

When did you last shop your vendors or suppliers for a new quote?

Have you shopped your insurance policies for better coverage or pricing?

Yes No

Have you shopped your phone and internet service recently?

Yes No

Are you confident you're capturing every tax write-off available to you?

Yes No

People & Process

Have you looked at outsourcing any in-house functions (bookkeeping, IT, etc.)?

Yes No

Do you ask your team for feedback on where spending could be trimmed?

Yes No

Are you tracking every recurring fee and subscription the business pays monthly?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you tightened up the line items above, what's a conservative percentage reduction in costs you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

List every subscription and recurring fee the business pays — cancel or renegotiate anything unused.

Within 2 weeks

Request updated quotes on insurance, phone/internet, and your top 2 vendors.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Search Presence & User Experience

Your website is often the first — and sometimes only — conversation a prospect has with your business before they decide to reach out. This one looks at whether it's actually doing its job.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

First Impressions

How important is your website to your business right now?

Do visitors get enough information on your site to confidently call or email you?

Yes No

If you were a customer visiting your own site for the first time, would you work with your business? Why or why not?

What do competitor websites do well that yours doesn't?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If a full digital audit turned into a specific action plan for your site, what's a conservative percentage revenue lift you'd expect from executing it?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Have 3 people outside the business try to find your phone number and pricing on your site — time them.

Within 2 weeks

Replace at least one stock photo with a real photo of your team or work.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Reputation Management

Before most people call you, they check what other people said about you first. This one is about whether your reputation is working for you or against you.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Handling the Hard Ones

Do you believe a negative review has ever cost you business?

Yes No

What's your current game plan when a bad review comes in?

When you're the customer, who do you tend to buy from?

Most well-reviewed companiesCompanies with mixed reviews but active responsesIt dependsI don't pay attention to reviews

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you had a system generating steady positive reviews and a plan for handling negative ones before they went public, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Set up a simple, repeatable way to ask every happy customer for a review.

Within 2 weeks

Draft a standard response template for handling a negative review calmly and publicly.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Data Tracking & Reporting

If you can't see where your leads actually come from, you can't double down on what's working — or stop paying for what isn't.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What You'd Do With Better Data

What's the single most important number you wish you could see clearly right now?

How important is data like traffic and conversion rate to how you run the business?

Very importantSomewhat importantNot important

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you had a monthly report showing exactly where your customers come from and what they're interested in, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Turn on call tracking (or start logging lead source manually) for two weeks.

Within 2 weeks

Set a recurring monthly date to review your top 3 marketing numbers.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Pay-Per-Click Advertising

Paid ads can be one of the fastest ways to grow — or one of the fastest ways to burn cash. This one is about knowing the difference for your business specifically.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Your History With Paid

Have you ever run a pay-per-click campaign (Google Ads or similar)?

Yes No

If so, what did the monthly budget look like, and what results did you see?

Can you calculate what it currently costs you to generate one new lead?

Yes No

What would you be willing to pay to acquire one new customer?

The Opportunity

Do you have a clear list of the keywords your customers actually search?

Yes No

Are your competitors currently running paid ads, as far as you can tell?

Yes No

How much would it matter to show up at the very top of search results for your key terms?

Very impactfulSomewhat impactfulNot impactful

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you knew your true cost-per-customer and could guarantee a positive return, what's a conservative percentage sales lift a PPC campaign could deliver?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

List the 5 search terms you most want to be found for.

Within 2 weeks

Get a cost-per-click estimate for those terms from an ads platform or specialist.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Email Marketing

Most of your future customers aren't ready to buy the first time they find you. Email is how you stay in front of them until they are.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What You're Sending Today

Describe any email outreach you currently do for new leads or customers, if any.

Would a new visitor get real value from joining your email list today?

Yes No

Could you offer something genuinely useful to visitors that you're not offering yet?

Yes No

Could you create original content based on the questions your customers ask most often?

Yes No

The Sales Cycle

How long does your typical sales process take, from first contact to close?

Roughly how many touches — calls, emails, texts — does it take to convert a lead?

What would help speed that process up?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you grew a list of engaged prospects and dripped valuable, original content to them over several weeks, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Write down the 5 questions prospects ask you most often — that's your first email series.

Within 2 weeks

Set up a simple sign-up option for your list, even a basic one.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Referral Strategy Campaign

Referrals convert better than almost anything else — and most businesses still leave them entirely to chance.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Your Referral Engine Today

Roughly what percentage of your monthly customers come from referrals?

%

Do you have a standard practice of asking for a referral after finishing a job?

Yes No

How do you currently track where a referral came from?

What are your top sources of referrals right now?

Making It Worth It

What does someone actually get out of referring you?

Are referred customers easier or harder to close than other leads?

EasierMore difficultAbout the same

Have you ever offered an incentive for referrals?

Yes No

If yes — what was it, and how did it go? If no — what would motivate someone to refer you?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built a real referral campaign — target list, reward, tracking — what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Ask your next 5 completed customers directly for a referral — track what happens.

Within 2 weeks

Decide on one simple referral reward and put it in writing.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Strategic Partnership Alliances

Every business you're not competing with, but sharing customers with, is a potential growth channel you haven't tapped yet. This one is about finding those alliances.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Who's Already Adjacent to You

Name 3 businesses that serve the same customers you do, without competing with you directly.

Have you ever formally partnered with another business to cross-promote or share leads?

Yes No

What would a referral from you be worth to one of those businesses — and vice versa?

Do you have any current arrangement, formal or informal, for exchanging referrals with another business?

Yes No

Making It Real

What would a simple win-win partnership look like — who gets what?

Would you be open to a formal revenue-share or referral-fee arrangement with a partner business?

Yes No

What's stopped you from pursuing a partnership like this before now?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built 2–3 active referral partnerships with adjacent businesses, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

List 3 non-competing businesses that already serve your ideal customer.

Within 2 weeks

Reach out to one of them with a simple, specific partnership idea.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Marketing Module · Assessment

Text Marketing

Text messages get read — almost all of them, almost immediately. This one looks at whether you're using that channel at all, and how it could work for you.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Where You Stand Today

Do you currently text with prospects or customers as part of your sales or service process?

Yes No

If yes, what do those texts typically look like — reminders, follow-ups, promotions?

Do you have explicit permission (opt-in) to text your customers?

Yes No

Do you have a documented protocol for who sends texts, when, and about what?

Yes No

The Opportunity

What's one moment in your customer journey — booking, follow-up, re-engagement — where a text would beat a call or email?

Would your prospective customers likely respond faster to a text than an email?

Yes No

What's stopped you from using text messaging more deliberately so far?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built a simple, permission-based texting protocol for current and prospective clients, what's a conservative percentage increase in revenue you'd expect from the faster response and follow-through?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Draft one templated text for your most common follow-up moment.

Within 2 weeks

Confirm you have proper opt-in consent language for texting customers, and add it to your intake process.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Compelling Offer

A great offer does more selling than any pitch can. This one is about whether what you're currently offering actually makes saying yes easy.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What's Out There

When you look at competitors, what's the offer they lean on most?

Do you think that offer provides real value to their customers?

Yes, it provides real valueNo, it doesn'tNot sure

Are you currently running something similar?

Yes No

Why or why not?

Your Own Offer

What deals or specials have you run in the past, and how did they perform?

If you had to close a deal today to keep the lights on, what offer would you make?

Could you provide something genuinely valuable to prospects at no cost to them?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built one compelling, high-value offer for your ideal customer, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Draft one specific offer built around your best-performing product or service.

Within 2 weeks

Test that offer with your next 10 prospects and track the response.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Risk Reversal

Every purchase carries risk in the buyer's mind. The businesses that remove that risk — with a guarantee, a trial, an easy out — make buying a much easier decision.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Removing the Risk

Do you currently offer any kind of guarantee, warranty, or risk-free trial?

Yes No

If a prospect could buy from you completely risk-free, what would that actually look like for your business?

What's the biggest reason you haven't offered something like that already?

Do you believe removing the risk of buying would change a prospect's decision to move forward?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you could remove essentially all the risk for the customer, what's a conservative percentage increase in sales you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Draft one version of a guarantee or risk-free offer you'd actually be comfortable standing behind.

Within 2 weeks

Run that guarantee past your numbers to confirm it's financially sound before rolling it out.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Price Increase

Most owners are more afraid of raising prices than their customers would actually be. This one looks at where your pricing stands and what room you have.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Where Pricing Stands

When did you last raise your prices, and by how much?

What drove that decision?

Did you notice any real pushback from customers?

Yes No

Do your current prices protect the margin you need to be healthy?

YesNoSomewhat

The Room You Have

What outside factors affect your pricing right now (materials, labor, market, etc.)?

What could you do to increase the perceived value of what you offer, independent of price?

How do you think customers would actually react to a price increase, if you handled the reasoning well?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you increased perceived value and communicated a price change clearly, what's a conservative percentage price increase you could comfortably make this year?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Pull your last price increase date and calculate what's changed in your costs since then.

Within 2 weeks

Draft the customer-facing reasoning you'd use to explain a price adjustment.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Database Reactivation Campaign

Your past customers already know, like, and trust you enough to buy once. Reactivating them is usually cheaper and faster than finding someone brand new.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What's Sitting in Your List

Roughly how many customers have you worked with in the last 12 months?

Do you have a database or CRM housing all of their contact info?

Yes No

Can you currently separate active customers from inactive ones?

Yes No

Of your full list, what percentage would you estimate is currently active?

%

Reaching Back Out

Have you tried reaching back out to inactive customers before?

Yes No

If so, what did that outreach look like — offer, channel, audience?

What percentage of the customers you reached out to actually moved forward?

%

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you targeted a specific group of inactive customers with the right offer, what's a conservative percentage sales lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Pull a list of customers you haven't heard from in 6+ months.

Within 2 weeks

Draft one simple re-engagement offer and send it to that list.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Upsell & Cross-Sell

The easiest sale you'll ever make is to someone who's already buying from you. This one looks at whether you're actually offering them more.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Where the Opportunity Is

At what point in your sales process would you naturally offer an upsell?

At what point would a cross-sell make sense?

How successful have your past upsell or cross-sell attempts been?

What other products or services do you think your customers would actually want?

Do you have a standard process for offering an additional product or service at the point of sale?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built a deliberate upsell/cross-sell step into your sales process, what's a conservative percentage revenue lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Identify your single best-fit upsell for your most common sale.

Within 2 weeks

Train whoever closes sales to offer it consistently, every time.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Down Sells

Not every “no” is a lost sale. A good down-sell option turns some of your price objections into revenue you'd otherwise walk away from.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Recovering the “No”

At what point in your sales process would a down-sell option make sense?

What's the benefit, in your view, of offering a lower-cost alternative?

Do you currently have a process for offering one when price is the objection?

Yes No

Roughly what percentage of sales do you think you lose purely on price?

%

Of those, what percentage do you think you'd close if a lower-cost option existed?

%

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you built a down-sell option into your sales process, what's a conservative percentage revenue lift you'd expect from recovering some of those lost sales?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Identify a lower-cost or scaled-down version of your core offer.

Within 2 weeks

Give your sales process a defined moment to offer it.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Bundling

Packaged right, two or three things sold together are worth more to the customer — and to you — than any one of them sold alone.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

Your Bundling Today

Do you currently bundle any products or services together?

Yes No

If yes, what's the benefit you've seen? If no, what would your customers likely want bundled together?

Does your sales team have a clear directive to offer bundles?

Yes No

Have you ever run a specific promotion built around a bundle?

Yes No

If so, what happened? If not, how would customers even find out a bundle was available?

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you packaged the right products or services together into one compelling option, what's a conservative percentage revenue lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Pick two products or services that naturally go together and price them as one bundle.

Within 2 weeks

Offer that bundle to your next 10 customers and track uptake.

Within 30 days

Feeling like this is a lot to take on alone?

← Save & return to dashboard

Sales Module · Assessment

Additional Products & Services

The relationship you already have with a customer is the easiest place to introduce something new. This one looks at whether you're doing that on purpose.

How do you want to work through this one?

Knowing what to change and actually changing it are two different things. Most owners can diagnose their own business pretty well — the harder part is breaking a routine you've run for years, staying with a new process past week two, and noticing your own blind spots from inside the business. A coach doesn't do the work for you; they keep you honest about the plan and catch what's hard to see on your own. Neither path is the “right” one — just be honest about which one actually gets this done.

Self-Directed

I'll work through this on my own, at my own pace.

Coach-Supported

I'd like a Clarity Partners coach guiding me through this one.

What's Next

How often do you introduce a genuinely new product or service?

What's usually behind that decision?

Do you believe past or inactive customers would be interested in something new from you?

Yes No

Do you have a real plan for telling customers when something new becomes available?

Yes No

Have you used social media or a newsletter to announce something new?

Yes No

Your Projected Lift

Every assessment ends here. The conservative number you enter becomes part of your projected pathway on the dashboard. Required to submit.

If you introduced a new product or service and promoted it deliberately, what's a conservative percentage revenue lift you'd expect?

%

Your Action Plan

These are the concrete next steps tied to this assessment. Once submitted, they're added to your Action Item Timeline on the dashboard.

Identify one new product or service idea your current customers have already asked for.

Within 2 weeks

Draft a simple announcement plan for rolling it out to your existing list.

Within 30 days

Feeling like this is a lot to take on alone?

← Back to dashboard

Clarity Partners Coaching Network · jcovella@claritypartnersinc.com · 609-364-6705 · “Your success depends on clarity.”

← Back

The Success Engine

Refund Policy

Effective October 22, 2026

14-day satisfaction guarantee

If the Success Engine isn’t the right fit, email us within 14 days of purchase for a full refund, as long as you have submitted no more than two assessments and, for the Coach-Supported Pathway, have not yet held your first 1:1 coaching session.

After the guarantee period

After 14 days, or once you’ve submitted a third assessment or held your first 1:1 session, purchases are non-refundable. From day one you have full access to the proprietary assessment library, the financial model and the action plan tools.

Switching from Coach-Supported to Self-Directed

Within 30 days of purchase, if you’ve held no more than one 1:1 session, you can switch to the Self-Directed Pathway. We’ll refund what you’ve paid above the Self-Directed price ($1,297), or adjust your remaining payments to match it.

Payment plans

The 3-payment and 6-payment options are a way to pay the full program price over time, not a monthly subscription you can stop at will. A refund approved under the guarantee refunds the payments made and cancels the rest. Otherwise, the remaining payments stay due. If a payment fails, access is paused until it’s resolved. Billing stops automatically after your final scheduled payment.

Coaching sessions

Coach-Supported sessions (three 1:1 sessions and a monthly group implementation call) are available for 6 months from purchase. Sessions not used in that time expire and aren’t refundable. Please give at least 24 hours’ notice to reschedule a 1:1 session; a missed session without notice counts as used.

Access

Your pathway is available for 12 months from purchase. You can print or save your Pathway Report as a PDF at any time to keep your answers and action plan.

Results

Revenue and profit projections are built from the estimates you enter. They are planning targets, not guarantees, and refunds aren’t based on results achieved.

Clients in one-to-one coaching

If your access was provided as part of one-to-one coaching with Jerry, it is not a separate purchase and this policy doesn’t apply; your coaching agreement governs.

How to request a refund

Email jcovella@claritypartnersinc.com from the address you purchased with and include your name. We reply within 2 business days. Approved refunds go back to your original payment method and typically arrive within 5–10 business days.

Questions about a charge

Please contact us before disputing a charge with your bank. Most questions are resolved within one business day.

Clarity Partners Coaching Network · jcovella@claritypartnersinc.com · 609-364-6705

Every Business Runs on Multiple Engines.Most Owners Are Only Firing One.

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Every Business Runs on Multiple Engines.
Most Owners Are Only Firing One.