Value Assessment Tool (moved to funnel)

Value Assessment Tool

Step 1 of 4

25%

Name(Required)

First Last

Email(Required)

Current Value Snapshot

What's your current annual salary range?(Required)

Under $50,000

$50,000 - $75,000

$75,001 - $100,000

$100,001 - $150,000

Over $150,000

What additional benefits does your role include? (select closest match)(Required)

Basic benefits only (health insurance)

Standard package (health, 401k, PTO)

Enhanced package (standard + bonuses)

Premium package (enhanced plus stock options)

Executive package (all above additional perks)

How often do you receive performance-based increases?(Required)

Never/Rarely

Annual cost of living only

Annual performance-based

Bi-annual reviews with increases

Regular increases plus bonuses

What level of decision-making authority do you have?(Required)

Limited / None

Team level decision

Department level influence

Strategic input

Executive decision making

Time Investment Reality

How many hours do you typically work each week?(Required)

35-50 hours (standard week)

41-45 hours (moderate overtime)

45-50 hours (regular overtime)

51-60 hours (heavy overtime)

60+ hours (exensive overtime)

How much time do you spend in meetings weekly?(Required)

0-5 hours (minimal)

6-10 hours (moderate)

11-15 hours (significant)

16-20 hours (heavy)

20+ hours (exensive)

How much time do you spend on high-value activities?(Required)

Less than 2 hours per week

2-5 hours per week

6-10 hours per week

11-15 hours per week

15+ hours per week

(strategic planning, key decisions, important presentations)

How much time do you invest in skill development and networking?(Required)

Minimal time (occasional training)

1-2 hours per week

3-4 hours per week

5-7 hours per week

8+ hours per week

Future Value Potential

How many of your current skills are directly transferable to entrepreneurship?(Required)

Few skills transfer (1-2 skills)

Some basic skills transfer (3-4 skills)

Several key skills transfer (5-6 skills)

Most skills transfer well (7-8 skills)

Highly transferable skill set (9+ skills)

What level of problem-solving do you regularly engage in?(Required)

Basic day-to-day issues

Department-level challenges

Cross-functional problems

Strategic company issues

Complex organizational challenges

How much of your role involves leading or influencing others?(Required)

Minimal influence required

Lead small team/projects

Department leadership

Cross-functional leadership

Executive/Strategic leadership

How often do you create or improve processes/systems?(Required)

Rarely/Never

Occasionally (quarterly)

Regularly (monthly) leadership

Frequently (weekly)

Constantly (part of daily role)

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Result

Result:

EXECUTIVE VALUE ACCELERATOR Your corporate experience has positioned you for significant entrepreneurial success. Your combination of strategic skills, leadership experience, and value creation indicates strong potential for business ownership.

Recommended Actions:

✓ Leverage your strategic planning skills to create your exit timeline

✓ Document your current systems and processes - they're valuable IP

✓ Map your high-level network connections for future opportunities

✓ Valuable transferable skills

✓ Identify which leadership systems you can replicate in your business

Next step: Book a Strategy Session to discuss how adding a Exit Strategy business could help you transition from corporate to freedom

STRATEGIC VALUE BUILDER You've developed a strong foundation of transferable value. Your skills and experience in corporate leadership can become significant assets in business ownership.

Recommended Actions:

✓ Audit your current role for transferable systems

✓ List your top 5 problem-solving wins - they're future case studies

✓ Identify your unique strategic advantages

✓ Valuable transferable skills

✓ Start documenting your professional processes

Next step: Book a Strategy Session to discuss how adding an Exit Strategy business could help you transition from corporate to freedom

EMERGING VALUE CREATOR You're building valuable skills and experience that have untapped entrepreneurial potential. Your current position offers key strengths to build upon.

Recommended Actions:

✓ Start tracking your daily problem-solving wins

✓ Identify which meetings showcase your leadership abilities

✓ List the processes you've improved in your role

✓ Note which team collaborations demonstrate your value

✓ Start documenting your professional processes

Next step: Book a Strategy Session to discuss how adding an Exit Strategy business could help you transition from corporate to freedom

FOUNDATION VALUE STARTER You're developing important baseline skills that could be transformed into entrepreneurial value. While currently underutilized, your experience provides a foundation for growth.

Recommended Actions:

✓ Document your current skill set and growth areas

✓ Track where you add value in your daily role

✓ Identify opportunities to take on more leadership

✓ Note which tasks showcase your strategic thinking

Next step: Book a Strategy Session to discuss how adding an Exit Strategy business could help you transition from corporate to freedom