Visionary Alignment Checklist

How aligned is your business?

Click the boxes below that are true today. The table at the bottom will automatically calculate your alignment score and highlight where you need to focus.

Vision & Leadership

Is your vision clear, documented, and consistently communicated?

We have a clearly defined 1-Year, 3-Year, and Long-Term vision.

The leadership team understands the vision the same way the CEO does.

We have defined the company’s “North Star” priorities.

Every department knows how their work connects to the bigger vision.

We have regular leadership alignment meetings (weekly/quarterly).

The CEO is not the only one holding the entire company together.

Brand & Messaging

Is the company communicating a clear, unified message?

We have a simple, compelling BrandScript (StoryBrand).

The problem we solve is clearly defined and repeated everywhere.

Messaging is consistent across website, ads, sales, and internal language.

Every employee can articulate what we do in one sentence.

Our offers are positioned clearly (not confusing or overlapping).

Our marketing speaks directly to a specific customer with a specific need.

Marketing Alignment

Is marketing attracting the right people and warming them properly?

We know exactly who we are targeting (ideal client profile).

Marketing produces consistent qualified leads.

Our marketing follows the same story as our brand/script.

We have a predictable lead-generation system.

Leads are properly nurtured before hitting sales.

We track cost-per-lead and lead quality effectively.

Our marketing and sales teams meet regularly to sync.

Sales Alignment

Does sales close deals that align with what ops can deliver?

Sales uses the same language that marketing uses.

Sales listens more than they pitch.

Sales understands the exact customer journey.

Sales → Ops handoff is clear, consistent, and documented.

We have a defined sales process (not freestyle).

Our CRM tracks every step of the pipeline.

Sales only sells what operations can 100% deliver.

Sales numbers are predictable and tied to leading indicators.

Operations Alignment

Is your delivery consistent, predictable, and scalable?

Ops has documented SOPs.

Ops metrics are measured weekly.

Delivery communicates back to sales.

Projects are completed on time and on budget.

Ops doesn’t depend on one or two superstar employees.

Clients receive the same experience whether the CEO is involved or not.

Ops knows exactly what was promised during the sale.

Client Success

Does your company turn buyers into loyal fans?

We have a predictable onboarding experience.

We have a follow-up and check-in rhythm.

Upsells and renewals are systemized.

We collect reviews and case studies consistently.

We have a referral engine.

Support and communication are proactive, not reactive.

Executive Score Summary

Your alignment score calculates automatically below.

0 / 40

Category	Your Score
Vision & Leadership	0 / 6
Messaging	0 / 6
Marketing	0 / 7
Sales	0 / 8
Operations	0 / 7
Client Success	0 / 6

0–20 Points Critical Misalignment
Operating by force, not system.

21–34 Points Moderate Misalignment
Gaps are creating drag on growth.

35–40 Points Ready to Scale
Strong foundation. Optimize now.

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