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Find your clearest path to practice growth.

Use this simple self-scoring worksheet to assess six areas of your practice and identify the opportunities most worth your attention.

No software required • 18 questions • Approximately 5 minutes
1Not in place
2Rarely
3Sometimes
4Consistently
5Systemized
01

Business Development

How consistently you create and advance new opportunities.

1. I have a clearly defined ideal client profile and target market.
2. I follow a written weekly plan for prospecting and business-development activity.
3. I maintain active relationships with referral partners or centers of influence.
Business Development subtotal: Add questions 1–3. out of 15.
02

Marketing Presence

How clearly and consistently your expertise reaches the market.

4. My website and professional profiles clearly explain whom I serve and how I help.
5. I publish or share useful educational content on a consistent schedule.
6. I maintain a permission-based email list and communicate with it regularly.
Marketing Presence subtotal: Add questions 4–6. out of 15.
03

Client Engagement

How effectively you discover needs, educate prospects and earn trust.

7. I use a repeatable discovery process rather than an unstructured conversation.
8. I explain annuity concepts and tradeoffs in clear, client-friendly language.
9. I confirm client understanding, priorities and next steps before every meeting ends.
Client Engagement subtotal: Add questions 7–9. out of 15.
04

Sales Process & Follow-Up

How reliably opportunities move toward a clear outcome.

10. Every prospect leaves a meeting with a specific, scheduled next step.
11. I use a consistent follow-up sequence for prospects who are not ready to proceed.
12. I record follow-up tasks and important client information in one central system.
Sales Process subtotal: Add questions 10–12. out of 15.
05

Practice Efficiency

How well your systems protect time, accuracy and service.

13. I use documented checklists for case preparation, submission and follow-through.
14. My calendar protects time for prospecting, client work and administration.
15. I use templates, delegation or automation for repetitive administrative tasks.
Practice Efficiency subtotal: Add questions 13–15. out of 15.
06

Professional Development

How deliberately you maintain knowledge and improve your practice.

16. I maintain a current learning plan covering products, regulations and sales skills.
17. I verify that product, advertising and client materials meet applicable requirements.
18. I review practice metrics and set documented improvement priorities each quarter.
Professional Development subtotal: Add questions 16–18. out of 15.

Calculate your overall score

Add the six category subtotals. Your possible overall score is 18–90.

My overall Agent Growth Score is out of 90.
77–90Excelling and ready to scale
63–76Strong with focused opportunities
50–62Developing with meaningful upside
18–49Foundation-building stage
Interpret each category subtotal: 13–15 = strength to protect • 10–12 = solid with room to refine • 7–9 = development priority • 3–6 = foundational opportunity. Your highest subtotal is likely your strongest area. Your lowest subtotal is the clearest place to focus first.

Improvement guide

What to do with your results

Open the category with your lowest score and choose one action to complete during the next 30 days.

Business Development
  • Define one primary ideal-client profile and the problem you solve for that audience.
  • Schedule two protected prospecting blocks every week.
  • Create a simple list of referral partners and plan consistent outreach.
Marketing Presence
  • Rewrite your core message around one audience, one problem and one benefit.
  • Choose one useful weekly content format.
  • Begin or improve a permission-based professional email newsletter.
Client Engagement
  • Create a one-page discovery guide for every first meeting.
  • Develop approved visual explanations for frequently discussed concepts.
  • End every meeting by confirming understanding and scheduling the next step.
Sales Process & Follow-Up
  • Write a five-touch follow-up sequence covering the first 30 days.
  • Keep every opportunity and next action in one central system.
  • Review recent cases to identify where qualified opportunities stall.
Practice Efficiency
  • Document checklists for new-business submission and weekly case review.
  • Protect calendar time for prospecting, client work and administration.
  • Template, delegate or automate one repetitive task this month.
Professional Development
  • Create a quarterly learning plan covering products, compliance and sales skills.
  • Schedule a quarterly review using the six scorecard categories.
  • Confirm materials and processes with the appropriate compliance resources.

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