Free Guided Checklist

The Trust Check.
A high-level look at your business.

A guided checklist across three areas: how you get leads, how you convert them, and how you deliver. Work through each section at your own pace. No technical knowledge needed. Takes about 5 minutes.

Want a deeper, live audit of your website specifically? After completing this checklist, you'll have the option to run a full website trust check via our partner tool, Data Pilots.

10 questions 5 minutes No signup required Instant results
Phase 1 Get Leads: Client Experience

01 / Someone finds you online for the first time. How quickly do they understand who you help and what you do?

02 / Do you have visible social proof on your website or social profiles: testimonials, reviews, case studies?

03 / Does your About page or "who I am" section help a potential client feel like they know you before reaching out?

Phase 2 Convert Clients: Transparency

04 / When someone fills in your contact or booking form, do they know what happens next: timeline, what you do with their information, what to expect?

05 / Does your website have a privacy notice or policy, and does it reflect how you actually work right now?

06 / If a potential client reads your offer or services page, can they tell how you handle their personal information during the engagement?

Phase 3 Keep Clients: Safety

07 / If a client asked you right now which tools have access to their information (email, project management, AI, file storage): could you answer with full confidence?

08 / Do you use AI tools like ChatGPT, Claude, or similar with client information? If yes, do you have a clear position on this you could explain to a client?

09 / When a contractor, VA, or team member leaves, or when you offboard a client: do you follow a process to revoke their access to your tools and files?

10 / If a larger client or corporate prospect sent you a questionnaire about your data practices, could you answer it confidently?

Please answer all 10 questions to see your results.

No signup required. Results appear instantly on this page.

Your Results

Here is where your trust gaps are.

YOUR TRUST SCORE
— /100
Phase 1: Client Experience —/10
Phase 2: Transparency —/10
Phase 3: Client Safety —/10
Where to focus
Partner resources

Depending on what your results surface, DRG draws on vetted partner tools to go deeper. For website gaps: Data Pilots Website Trust Check. For AI tools your business relies on: Acorns AI Readiness Assessment. We match the right resource to what you actually need.

Want a clearer picture?

A 20-minute conversation can tell you more than any self-assessment. Tell us what's going on and we'll map out exactly where to start.

Book a Free Call → Join Cultivating Trusted Connections