Scale Scorecard

Instant Results + Tailored Insights + Your Scale Score

Are You As Ready to Scale As You Think You Are?

Your 3-Minute Scale Readiness Check

Drowning in daily chaos while trying to look like you’ve got it all together?

This quick-fire assessment shows you exactly what’s blocking your business from hitting £10k, £20k, £30k or even 50k+ months, and how to fix it fast (without adding more to your plate).

Benchmark yourself against top-performing advisors and business owners already scaling with structure
Uncover the bottlenecks in your marketing, systems, and sales
Get a personalised roadmap to sustainable, scalable success

Why Most Advisors, Self-Employed Individuals & Business Owners Stay Stuck

Let’s be honest…

Most mortgage brokers, financial advisers, and self-employed professionals are caught in a cycle of hustle:

❌ Working longer hours for the same income
❌ Missing family time for last-minute client demands
❌ Watching less experienced competitors scale faster

But here’s the thing — our clients cracked the code. In just 90 days, they went from firefighting mode to consistent, systemised success.

This scorecard is your first step to doing the same.

Here’s What Your Scale Score™ Will Reveal:

Growth Gaps

Where you’re leaving money on the table - and how to generate qualified leads each month using the SAS Growth Engine™

Systems Score

How close you are to a business that runs without you — and the steps to get there with scalable systems and automation

Implementation

Your ability to deploy the Three-Room System™ — so leads, operations, and sales are streamlined, not scattered

Control Factor

How to stop firefighting and lead with clarity, using our Battle Plan Method™ to realign your business every 90 days

Scale Potential

Your real-world capacity to hit £30k+ months, build team capacity, and grow profitably — all based on your current structure