Profit Maximisation Scorecard
Australia's Leading Profit Maximisation Expert - Kevin Bees
Would you like to know how much potential profit you are leaking?
Spend a few minutes taking this assessment, and we will instantly email you your results, and identify the quickest opportunities for sustainable profit improvement.
Name
First Name
Last Name
Lead Generation & Visibility:
We consistently generate enough qualified leads every month to keep our sales pipeline full.
Yes
No
We use 5 or more marketing channels (e.g. referrals, ads, content, partnerships, speaking etc), not just one.
Yes
No
We track conversion rate and ROI for each lead source and cut those that underperform.
Yes
No
We have a clear, documented process for turning strangers into qualified enquiries.
Yes
No
Conversion & Sales Leadership:
We follow a clear, repeatable sales process that’s documented and used by everyone.
Yes
No
Our team is confident handling objections and closing sales without discounting
Yes
No
We have an automated system that follows up with every lead at least three times
Yes
No
We review conversion data monthly and test new approaches to improve it.
Yes
No
Average Dollar Sale (Maximising Each Client):
We have a documented process to offer premium or higher-value options to every client.
Yes
No
We regularly upsell or cross-sell additional products or services.
Yes
No
We’ve reviewed and optimised our pricing in the last 12 months.
Yes
No
Repeat Business - Increasing Transaction Volume:
We have a repeatable campaign that reactivates at least 20% of past clients annually.
Yes
No
At least 30% of our revenue comes from recurring or subscription income.
Yes
No
Expense & Margin Management:
We review our P&L monthly and regularly renegotiate or cut costs
Yes
No
We have systems in place to reduce refunds, rework, or inefficiencies in delivery
Yes
No
Time Leverage & Efficiency:
We know which activities generate the highest return for our time, and prioritise them.
Yes
No
We regularly delegate, automate, or eliminate low-value tasks, and have fully leaned in to adopting AI technology to assist with this.
Yes
No
You could take 8 weeks per year of holiday, and the business continues to grow in your absence.
Yes
No
Cashflow Structure & Financial Resilience:
If If no revenue came in for 12 weeks, we could still meet payroll and fixed costs
Yes
No
We know our exact break-even point and review it quarterly as costs change
Yes
No
We project cash flow at least 3 months ahead and plan for shortfalls.
Yes
No
We have an up-to-date budget and review it monthly against actual results.
Yes
No
Our accountant has reviewed our business structure in the last 12 months to ensure it’s tax-efficient and protective.
Yes
No
We know roughly what our business is worth today and have a written strategic plan to increase its valuation.
Yes
No
We have an up-to-date succession or exit plan to protect the value we’re building.
Yes
No
We know our exact break-even point and track how close we are to it each month
Yes
No
We project cash flow 3+ months ahead and can see shortfalls before they happen.
Yes
No
We have an up-to-date budget and review it monthly against actual results.
Yes
No
We operate under the right legal structure (e.g. company or trust) to minimise tax and protect assets
Yes
No
Our accountant has reviewed our structure in the last 12 months to ensure it’s still optimal.
Yes
No
Our personal assets are protected and not exposed to business risk.
Yes
No
We have an up-to-date valuation of our business and know roughly what it’s worth
Yes
No
We make regular, tax-deductible contributions to superannuation or another retirement plan.
Yes
No
We have personal insurance or protections in place to support our family if something unexpected happens
Yes
No
We have documented systems and processes so the business runs without key individuals
Yes
No
Our wealth is diversified across business, property, shares, and cash — not tied up in one area.
Yes
No
What Email address should we send your results to?
example@example.com
Would you like a complimentary meeting to discuss your score and to identify how you can add another $100k+ profit to your business without any extra time, risk or marketing budget?
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No
How did you hear about us?
What do you feel you need to work on the most in your business?
Would you like a complimentary meeting to discuss your score and to identify how you can add another $100k+ profit to your business without any extra time, risk or marketing budget?
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