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The Business Assessment

A clear, objective read — in about 10–20 minutes.

Your Business at a Glance

How long has the business been operating?
How many people work in the business, including you?
Approximate annual revenue

Optional — helps us tailor your findings.

Which best describes your business model?

Select all that apply.

Financial Clarity & Cash Flow

How do you currently keep your books and track finances?
How often do you look at a clear picture of your numbers (profit, cash flow)?
Could you confidently say how much cash you’ll have on hand 60 days from now?
How would you describe your financial records and data?

Pricing, Margins & Profitability

How confident are you that your prices fully cover your costs and target profit?
Do you know which products/services and which customers are most and least profitable?
How do you currently set your prices?
Over the past year, your profit margins have been…

Costs & Spending

When did you last review all your recurring expenses, subscriptions, and vendor contracts?
Do you suspect you’re paying for software, tools, or subscriptions you don’t fully use?
How do you manage inventory and the costs tied to it?

Operations, Time & Process

Are your key processes documented well enough that someone else could follow them?
About how many hours per week does your team spend on repetitive manual tasks?

Copying data, manual reports, re-entering info.

Where does work most often get stuck, delayed, or bottlenecked?

Select all that apply.

When you bring on someone new, how smooth is hiring and onboarding?

Systems, Reporting & Automation

How do you currently produce your reports (sales, financial, performance)?
Which of these would save you the most time if it were automated?

Select all that apply.

Are you using any AI tools in your business today?

Sales, Leads & Growth

Do you track where your leads come from and where they drop off?
Do you have a reliable system to follow up with leads and existing customers?
Do you know your average customer lifetime value (total revenue a customer brings over time)?

Priorities & Next Steps

Which single improvement would have the BIGGEST impact on your business in the next 6 months?
What’s been stopping you from tackling these yourself?

Select all that apply.

Where should we send your findings?

We’ll use these only to send your summary and arrange a time to talk.
Preferred way to receive your findings (optional)

By submitting, you agree we may contact you about your assessment. See our privacy note.