Building a Business That Works for You
Starting a business can feel overwhelming—there are so many moving parts, and it’s hard to know where to focus. Even for those who already have a business, it’s easy to hit a plateau, feeling stuck or unsure of how to grow.
That’s where the Evergreen Business Assessment comes in. Designed for entrepreneurs who want to create a business that runs itself with minimal input, this assessment helps you identify gaps, build automation, and align every part of your business for sustainable growth.
It’s also perfect for those who feel like their business is stagnating and need a fresh perspective. Think of it as a tune-up for your entrepreneurial journey. As Peter Drucker once said, "What gets measured gets managed." This assessment helps you measure where you are so you can manage your path forward.
The Evergreen Business Wheel: A Holistic View of Your Success
1. MindsetYour mindset is the foundation of everything. A strong, growth-oriented mindset allows you to navigate challenges, stay focused, and remain adaptable. Without it, even the best strategies can fall flat. |
Why It Matters:
A clear mindset helps you make better decisions, stay resilient, and maintain momentum, even when things get tough. Entrepreneurs with a high mindset score are more likely to achieve their goals.
Action Tip:
If your mindset score is low, start with daily affirmations or journaling to identify mental blocks.
2. Niche & AudienceFinding the right niche is like finding your compass. Knowing your audience’s pain points, desires, and habits ensures you’re building a business that solves real problems. |
Why It Matters:
Choosing a niche that aligns with your skills and market demand gives you clarity and focus. It also helps you avoid spreading yourself too thin.
Action Tip:
Use the Niche Narrower Spreadsheet to refine your target market and clarify your messaging.
"Whether you think you can, or you think you can’t—you’re right." – Henry Ford
3. FoundationsEvery business needs strong foundations—legally, operationally, and strategically. This includes setting up your company structure, CRM systems, and monetisation blueprint. |
Why It Matters:
Without strong foundations, scaling becomes impossible. A weak foundation leads to inefficiency and missed opportunities.
Action Tip:
If your foundations score is low, focus on setting up systems like email marketing tools or project management software to streamline your workflow.
4. Business AssetsYour business assets include everything from your website and lead magnets to email sequences and branding. |
Why It Matters:
Strong assets make your business look professional and help you build trust with your audience. They’re also essential for converting leads into customers.
Action Tip:
Review your website and lead magnets—are they aligned with your audience’s needs?
Don’t work for money; make it work for you." – Robert Kiyosaki
5. Evergreen IncomeThis is the holy grail of automated business: income that continues to flow even when you’re not actively working. |
Why It Matters:
Recurring revenue streams, such as digital products or memberships, provide financial stability and freedom.
Action Tip:
Explore ways to turn your expertise into an evergreen asset, like an online course or eBook.
6. SalesSales are the lifeblood of any business. This section measures your ability to convert leads into paying customers. |
Why It Matters:
Even the best products won’t sell themselves. A strong sales strategy ensures consistent revenue.
Action Tip:
Focus on refining your pitch and automating follow-ups.
Doing business without advertising is like winking at someone in the dark." – Stuart H. Britt
7. MarketingMarketing is how you attract, engage, and convert your audience. From social media to email campaigns, this is where your voice shines. |
Why It Matters:
Effective marketing ensures your audience knows, likes, and trusts you—leading to higher conversions.
Action Tip:
Experiment with AI tools to personalise your campaigns and improve ROI.
8. AI-AutomationAutomation saves time and increases efficiency. Tools like Make and Zapier help streamline workflows, create personalised responses, and even automate social media. |
Why It Matters:
By automating repetitive tasks, you free up time for strategic thinking and growth.
Action Tip:
Start small—automate your email follow-ups or use AI to generate content ideas.
"The future is automated." - Elon Musk
9. ScalingScaling is to evaluate your readiness to expand your business while maintaining quality and efficiency. |
Why It Matters:
A scalable business can handle increased demand while maintaining efficiency and customer satisfaction.
Action Tip:
Use analytics to identify areas where scaling is most effective.
10. ScalingScaling is to evaluate your readiness to expand your business while maintaining quality and efficiency. |
Why It Matters:
A scalable business can handle increased demand while maintaining efficiency and customer satisfaction.
Action Tip:
Use analytics to identify areas where scaling is most effective.
"Success is not how high you have climbed, but how you make a positive difference to the world." – Roy T. Bennett
Why This Assessment Is Ideal for You
This assessment isn’t just for those starting a business. If you already have a business but feel stuck, the Evergreen Business Assessment can help pinpoint what’s holding you back.
Whether you’re learning how to start a business or refining an existing one, this tool gives you clarity, focus, and a roadmap to success.
👉 Take the Evergreen Business Assessment today!
Your Next Step to Evergreen Success
Building a business doesn’t have to be overwhelming. With the Evergreen Business Assessment, you’ll gain the clarity you need to create a business that’s sustainable, automated, and aligned with your goals.
Once you’ve completed it, post your results in the PassivAi® Profit Lab Skool community and share your next steps in your journey.
Let’s build our wheels together—one segment at a time.
Hi! I'm Kerry, and I’ve been helping busy entrepreneurs harness the power of digital innovation for nearly three decades.
Starting in 1995 with Greener Design, a web design company that grew into a full-scale digital marketing agency, I’ve built a legacy of turning potential into success.
With that foundation, I launched PassivAi, and now focus on helping people like you create profitable online businesses leveraging the power of AI.
Learn AI, automation & evergreen asset-led systems to build a scalable, recurring-income business. Develop skills to create a legacy of time & money freedom.
Take a visit to the PassivAi® Profit Lab Skool
and see for yourself!
Get your children involved and entice them away from their video games!
Use the NICHE-FINDER BLUEPRINT to help you find the perfect business niche.