What’s Your Profit Persona

You’re brilliant at what you do — whether you're coaching, creating, or leading a purpose-driven brand. But when it comes to money systems, things can feel… foggy.

This quiz will help you get clear on what’s supporting your profit (and what might be quietly draining it). Answer 12 quick questions and get a personalized roadmap based on your current Profit Persona.

How do you feel when you look at your business finances? *

Empowered and clear — I review regularly

Kind of okay — I check in occasionally

Anxious or avoidant — I’d rather not look

Are you paying yourself consistently from your business? *

Yes, every month like clockwork

Sometimes, when I remember or there’s enough

ONo, I’m not sure how or when to do it

Do you have a pricing strategy that reflects your value and supports your lifestyle? *

Absolutely — it’s intentional and profit-focused

Sort of — I’m still tweaking things

Not really — I mostly guess or compare

How much clarity do you have about your monthly profit (after expenses)? *

Total clarity — I track it monthly

I have a rough idea

No clue — I just focus on sales

Do you use any systems to automate your marketing or client nurturing? *

Yes, I have funnels and emails working for me

I’ve set up some things, but they’re not consistent

No, it’s all manual or not happening yet

How confident are you in your money management systems (bookkeeping, taxes, tracking)? *

I’ve got a clean, simple system and get regular reports

I have a bookkeeper but don’t check often

It’s messy or non-existent

Do you have a business budget that guides your decisions? *

Yes, and I actually use it

I have one but don’t stick to it

Budget? What budget?

Are you setting aside money for taxes, profit, and emergencies? *

Yes — I have separate accounts for each

Sometimes, but it’s inconsistent

No, I usually scramble when it’s time

Do you feel confident in your ability to plan for long-term goals like savings or retirement? *

Yes — I have clear goals and contribute regularly

Sort of — I’ve thought about it but haven’t taken action

Not at all — I’m focused on the now

How often do you track key numbers in your business (leads, conversion, profit) *

Monthly or weekly — it’s part of my routine

Occasionally — I look when I remember

Rarely — I rely on gut feelings

Do your business systems and workflows support your creativity and freedom? *

Yes — things run smoothly and I can focus on what I love

They’re okay, but I’m often behind or playing catch-up

No — everything feels manual and draining

When you think about money, which emotion comes up most often? *

Empowered

Hopeful but uncertain

Overwhelmed or avoidant

Where should we send the quiz results to?

Email *

First Name