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Your Advisor Score out of 100
One honest number for how ready your business is to grow — not how many trips you have booked.
Presented by Advisor Haus
A Free Business Assessment from Advisor Haus
The Travel Advisor Business Readiness Scorecard looks at the business behind your bookings — how you market, how you find clients, how your systems run, and how much of it still depends on you doing everything by hand.
In under ten minutes you will see what is helping your business grow, what is holding it back, and the next three moves to make.
30 questions Less than 10 minutes Personalized results
What you get
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One honest number for how ready your business is to grow — not how many trips you have booked.
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See how you score across business foundations, marketing, lead generation, systems and CRM, AI and automation, and client experience.
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The three specific things to work on next, in order, with the room inside Advisor Haus that covers each one.
Who this is for
The scorecard works whether you booked your first trip last month or your five-hundredth last year. Answer honestly — the score is only useful if it is true.
The six sections
5 questions · Write down your niche, your fees, and your ideal client in one page before you build anything else.
5 questions · Pick one platform and one weekly content slot, then repeat it for 60 days.
5 questions · Build one simple opt-in and one follow-up sequence so inquiries stop going cold.
5 questions · Move every active client into one CRM this week and delete the spreadsheets.
5 questions · Automate your three most repeated messages before you buy another tool.
5 questions · Add a post-trip touchpoint that asks for a review and a referral every single time.
Your score is your starting point.
You do not have to piece this together alone. Take the scorecard, then we will show you which room to walk into first.
30 questions • Less than 10 minutes • Personalized results