872 lines
21 KiB
TypeScript
872 lines
21 KiB
TypeScript
/**
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* Complete 63-step onboarding configuration based on Figma designs
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*/
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export interface OnboardingStep {
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id: number;
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section: number;
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sectionName: string;
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sectionPosition: number; // position within the section (1 of 8, 2 of 8, etc.)
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totalInSection: number;
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type: 'intro' | 'question' | 'multiple_choice' | 'form';
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title: string;
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description?: string;
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placeholder?: string;
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options?: string[];
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field?: string; // field name for form data
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required?: boolean;
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rows?: number; // for textarea
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}
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export interface OnboardingData {
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companyName: string;
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yourName: string;
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companyLogo: string;
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[key: string]: string | string[];
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}
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export const initializeOnboardingData = (): OnboardingData => {
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const data: OnboardingData = {
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// Ensure required form fields are initialized
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companyName: '',
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yourName: '',
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companyLogo: '',
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};
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onboardingSteps.forEach(step => {
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if (step.field) {
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if (step.type === 'multiple_choice' && step.options) {
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data[step.field] = '';
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} else {
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data[step.field] = '';
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}
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}
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});
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return data;
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};
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export const onboardingSteps: OnboardingStep[] = [
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// Section 1: Company Overview & Mission (Steps 1-10)
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{
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id: 1,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 1,
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totalInSection: 9,
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type: 'form',
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title: 'Company Details',
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field: 'companyDetails',
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required: true
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},
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{
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id: 2,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 1,
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totalInSection: 9,
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type: 'intro',
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title: 'Company Overview & Mission.',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 3,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 2,
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totalInSection: 9,
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type: 'multiple_choice',
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title: 'How many people work at [Company Name]?',
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options: ['1-10', '10-25', '25-50', '50-100', '100+'],
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field: 'companySize',
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required: true
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},
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{
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id: 4,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 3,
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totalInSection: 9,
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type: 'question',
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title: 'What is the mission of your company?',
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placeholder: 'Type your answer....',
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field: 'mission',
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required: true,
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rows: 6
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},
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{
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id: 5,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 4,
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totalInSection: 9,
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type: 'question',
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title: 'How has your mission evolved in the last 1–3 years?',
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placeholder: 'Type your answer....',
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field: 'missionEvolution',
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required: true,
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rows: 6
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},
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{
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id: 6,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 5,
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totalInSection: 9,
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type: 'question',
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title: 'What is your 5-year vision for the company?',
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placeholder: 'Type your answer....',
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field: 'vision',
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required: true,
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rows: 6
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},
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{
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id: 7,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 6,
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totalInSection: 9,
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type: 'question',
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title: 'What are your company\'s top 3 strategic advantages?',
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placeholder: 'Type your answer....',
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field: 'strategicAdvantages',
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required: true,
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rows: 6
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},
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{
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id: 8,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 7,
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totalInSection: 9,
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type: 'question',
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title: 'What are the biggest vulnerabilities or threats?',
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placeholder: 'Type your answer....',
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field: 'vulnerabilities',
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required: true,
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rows: 6
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},
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{
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id: 9,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 8,
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totalInSection: 9,
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type: 'question',
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title: 'If the business were to double in size tomorrow, what would break first?',
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placeholder: 'Type your answer....',
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field: 'scalabilityChallenges',
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required: true,
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rows: 6
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},
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{
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id: 10,
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section: 1,
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sectionName: "Company Overview & Mission",
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sectionPosition: 9,
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totalInSection: 9,
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type: 'question',
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title: 'What is currently limiting your company\'s growth?',
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placeholder: 'Type your answer....',
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field: 'growthLimitations',
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required: true,
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rows: 6
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},
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// Section 2: Leadership & Organizational Structure (Steps 11-18)
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{
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id: 11,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 1,
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totalInSection: 8,
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type: 'intro',
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title: 'Leadership & Organizational Structure',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 12,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 2,
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totalInSection: 8,
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type: 'question',
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title: 'Describe your current leadership structure.',
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placeholder: 'Type your answer....',
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field: 'leadershipStructure',
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required: true,
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rows: 6
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},
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{
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id: 13,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 3,
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totalInSection: 8,
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type: 'question',
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title: 'Who are the most critical people in the business today?',
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placeholder: 'Type your answer....',
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field: 'criticalPeople',
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required: true,
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rows: 6
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},
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{
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id: 14,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 4,
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totalInSection: 8,
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type: 'question',
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title: 'Where are leadership gaps or weak links?',
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placeholder: 'Type your answer....',
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field: 'leadershipGaps',
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required: true,
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rows: 6
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},
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{
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id: 15,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 5,
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totalInSection: 8,
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type: 'question',
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title: 'What decisions are you still involved in that someone else should own?',
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placeholder: 'Type your answer....',
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field: 'delegationOpportunities',
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required: true,
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rows: 6
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},
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{
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id: 16,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 6,
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totalInSection: 8,
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type: 'question',
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title: 'How do you develop internal leaders?',
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placeholder: 'Type your answer....',
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field: 'leadershipDevelopment',
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required: true,
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rows: 6
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},
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{
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id: 17,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 7,
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totalInSection: 8,
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type: 'question',
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title: 'Are there roles or people you\'ve held onto too long?',
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placeholder: 'Type your answer....',
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field: 'heldOntoTooLong',
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required: true,
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rows: 6
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},
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{
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id: 18,
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section: 2,
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sectionName: "Leadership & Organizational Structure",
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sectionPosition: 8,
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totalInSection: 8,
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type: 'question',
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title: 'How confident are you in your succession or delegation plan?',
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placeholder: 'Type your answer....',
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field: 'successionConfidence',
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required: true,
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rows: 6
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},
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// Section 3: Operations & Execution (Steps 19-25)
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{
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id: 19,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 1,
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totalInSection: 7,
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type: 'intro',
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title: 'Operations & Execution',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 20,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 2,
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totalInSection: 7,
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type: 'question',
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title: 'What systems or tools do you rely on to run the business?',
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placeholder: 'Type your answer....',
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field: 'businessSystems',
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required: true,
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rows: 6
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},
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{
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id: 21,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 3,
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totalInSection: 7,
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type: 'question',
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title: 'Where does the business rely too much on you personally?',
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placeholder: 'Type your answer....',
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field: 'personalDependencies',
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required: true,
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rows: 6
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},
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{
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id: 22,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 4,
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totalInSection: 7,
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type: 'question',
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title: 'Where is the most operational friction inside the company?',
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placeholder: 'Type your answer....',
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field: 'operationalFriction',
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required: true,
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rows: 6
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},
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{
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id: 23,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 5,
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totalInSection: 7,
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type: 'question',
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title: 'How efficient is your workflow from sales to delivery?',
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placeholder: 'Type your answer....',
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field: 'workflowEfficiency',
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required: true,
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rows: 6
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},
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{
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id: 24,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 6,
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totalInSection: 7,
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type: 'question',
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title: 'What processes feel fragile or inconsistent?',
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placeholder: 'Type your answer....',
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field: 'fragileProcesses',
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required: true,
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rows: 6
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},
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{
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id: 25,
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section: 3,
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sectionName: "Operations & Execution",
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sectionPosition: 7,
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totalInSection: 7,
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type: 'question',
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title: 'What recurring problems never seem to get solved?',
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placeholder: 'Type your answer....',
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field: 'recurringProblems',
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required: true,
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rows: 6
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},
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// Section 4: Culture & Team Health (Steps 26-33)
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{
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id: 26,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 1,
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totalInSection: 8,
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type: 'intro',
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title: 'Culture & Team Health',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 27,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 2,
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totalInSection: 8,
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type: 'question',
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title: 'How would you describe your company culture in a few words?',
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placeholder: 'Type your answer....',
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field: 'cultureDescription',
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required: true,
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rows: 6
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},
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{
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id: 28,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 3,
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totalInSection: 8,
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type: 'question',
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title: 'What values are truly lived out daily by your team?',
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placeholder: 'Type your answer....',
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field: 'livedValues',
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required: true,
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rows: 6
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},
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{
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id: 29,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 4,
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totalInSection: 8,
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type: 'question',
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title: 'Where is there internal friction or misalignment?',
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placeholder: 'Type your answer....',
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field: 'internalFriction',
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required: true,
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rows: 6
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},
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{
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id: 30,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 5,
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totalInSection: 8,
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type: 'question',
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title: 'Do people speak up when things are broken or wrong?',
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placeholder: 'Type your answer....',
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field: 'speakUpCulture',
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required: true,
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rows: 6
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},
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{
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id: 31,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 6,
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totalInSection: 8,
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type: 'question',
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title: 'Are people clear on expectations and priorities?',
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placeholder: 'Type your answer....',
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field: 'clearExpectations',
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required: true,
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rows: 6
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},
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{
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id: 32,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 7,
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totalInSection: 8,
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type: 'question',
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title: 'What feedback have you heard recently from staff that stuck with you?',
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placeholder: 'Type your answer....',
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field: 'staffFeedback',
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required: true,
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rows: 6
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},
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{
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id: 33,
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section: 4,
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sectionName: "Culture & Team Health",
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sectionPosition: 8,
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totalInSection: 8,
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type: 'question',
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title: 'What do high-performers love most about working for you?',
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placeholder: 'Type your answer....',
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field: 'highPerformerLove',
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required: true,
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rows: 6
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},
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// Section 5: Sales, Marketing & Growth (Steps 34-42)
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{
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id: 34,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 1,
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totalInSection: 8,
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type: 'intro',
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title: 'Sales, Marketing & Growth',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 35,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 2,
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totalInSection: 8,
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type: 'question',
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title: 'How consistent is your revenue pipeline?',
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placeholder: 'Type your answer....',
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field: 'revenuePipeline',
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required: true,
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rows: 6
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},
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{
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id: 36,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 3,
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totalInSection: 8,
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type: 'question',
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title: 'Where do most of your customers come from?',
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placeholder: 'Type your answer....',
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field: 'customerAcquisition',
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required: true,
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rows: 6
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},
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{
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id: 37,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 4,
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totalInSection: 8,
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type: 'question',
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title: 'What is your customer acquisition cost (CAC)?',
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placeholder: 'Type your answer....',
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field: 'customerAcquisitionCost',
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required: true,
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rows: 6
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},
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{
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id: 38,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 5,
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totalInSection: 8,
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type: 'question',
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title: 'What\'s your average customer lifetime value (LTV)?',
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placeholder: 'Type your answer....',
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field: 'customerLifetimeValue',
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required: true,
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rows: 6
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},
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{
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id: 39,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 6,
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totalInSection: 8,
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type: 'question',
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title: 'What channels or strategies are underutilized?',
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placeholder: 'Type your answer....',
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field: 'underutilizedChannels',
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required: true,
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rows: 6
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},
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{
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id: 40,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 7,
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totalInSection: 8,
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type: 'question',
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title: 'Where are you overspending with low ROI?',
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placeholder: 'Type your answer....',
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field: 'overspendingROI',
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required: true,
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rows: 6
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},
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{
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id: 41,
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section: 5,
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sectionName: "Sales, Marketing & Growth",
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sectionPosition: 8,
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totalInSection: 8,
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type: 'question',
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title: 'What is your current bottleneck in scaling revenue?',
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placeholder: 'Type your answer....',
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field: 'currentBottleneck',
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required: true,
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rows: 6
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},
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// Section 6: Financial Health & Metrics
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{
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id: 42,
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section: 6,
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sectionName: "Financial Health & Metrics",
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sectionPosition: 1,
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totalInSection: 8,
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type: 'intro',
|
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title: 'Financial Health & Metrics',
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description: 'Description about the topic and what it means.'
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},
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{
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id: 43,
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section: 6,
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sectionName: "Financial Health & Metrics",
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sectionPosition: 2,
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totalInSection: 8,
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type: 'question',
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title: 'What is your monthly burn or overhead?',
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placeholder: 'Type your answer....',
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field: 'monthlyBurnOverhead',
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required: true,
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rows: 6
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},
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{
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id: 44,
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section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 3,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What is your current monthly/annual revenue?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'currentRevenue',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 45,
|
||
section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 4,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What is your current net profit margin?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'netProfitMargin',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 46,
|
||
section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 5,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'Are your financials up to date and properly reported?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'financialsUpToDate',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 47,
|
||
section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 6,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What would your team do differently if they had full financial transparency?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'financialGrowthPlanning',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 48,
|
||
section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 7,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What does your cash runway look like?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'cashRunway',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 49,
|
||
section: 6,
|
||
sectionName: "Financial Health & Metrics",
|
||
sectionPosition: 8,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What are you underpricing or undervaluing?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'underpricing',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
|
||
// Section 7: Innovation & Product/Service Strategy (Steps 43-53)
|
||
{
|
||
id: 50,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 1,
|
||
totalInSection: 6,
|
||
type: 'intro',
|
||
title: 'Innovation & Product/Service Strategy',
|
||
description: 'Description about the topic and what it means.'
|
||
},
|
||
{
|
||
id: 51,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 2,
|
||
totalInSection: 6,
|
||
type: 'question',
|
||
title: 'What is your most unique offering?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'uniqueOffering',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 52,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 3,
|
||
totalInSection: 6,
|
||
type: 'question',
|
||
title: 'What part of the product/service is outdated or stagnant?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'productStagnation',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 53,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 4,
|
||
totalInSection: 6,
|
||
type: 'question',
|
||
title: 'What trends are you tracking in your industry?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'industryTrends',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 54,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 5,
|
||
totalInSection: 6,
|
||
type: 'question',
|
||
title: 'How does your company stay ahead of innovation?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'innovationAhead',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 55,
|
||
section: 7,
|
||
sectionName: "Innovation & Product/Service Strategy",
|
||
sectionPosition: 6,
|
||
totalInSection: 6,
|
||
type: 'question',
|
||
title: 'What new product/service do you believe could change the game for you?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'industryDirection',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
|
||
|
||
// Section 8: Personal Leadership & Risk
|
||
{
|
||
id: 54,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 1,
|
||
totalInSection: 8,
|
||
type: 'intro',
|
||
title: 'Personal Leadership & Risk',
|
||
description: 'Description about the topic and what it means.'
|
||
},
|
||
{
|
||
id: 55,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 2,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What decisions are you avoiding right now?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'avoidedDecisions',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 56,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 3,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What\'s been the hardest call you\'ve had to make in the last year?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'hardestCall',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 57,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 4,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What part of the business drains your energy the most?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'energyDrain',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 58,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 5,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'Where are you most stretched as a leader?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'leadershipStretched',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 59,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 6,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'If you had to take a 90-day sabbatical, what would collapse?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'sabbaticalRisks',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 60,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 7,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What legacy are you trying to build through this company?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'companyLegacy',
|
||
required: true,
|
||
rows: 6
|
||
},
|
||
{
|
||
id: 61,
|
||
section: 8,
|
||
sectionName: "Personal Leadership & Risk",
|
||
sectionPosition: 8,
|
||
totalInSection: 8,
|
||
type: 'question',
|
||
title: 'What would need to happen in the next 12 months for this year to be a success?',
|
||
placeholder: 'Type your answer....',
|
||
field: 'yearSuccess',
|
||
required: true,
|
||
rows: 6
|
||
}
|
||
];
|
||
|
||
export const getStepById = (id: number): OnboardingStep | undefined => {
|
||
return onboardingSteps.find(step => step.id === id);
|
||
};
|
||
|
||
export const getStepsInSection = (section: number): OnboardingStep[] => {
|
||
return onboardingSteps.filter(step => step.section === section);
|
||
};
|
||
|
||
export const getTotalSections = (): number => {
|
||
return Math.max(...onboardingSteps.map(step => step.section));
|
||
};
|
||
|
||
export const getTotalSteps = (): number => {
|
||
return onboardingSteps.length;
|
||
}; |