CORE Business Health Check
1. Strategy and Planning
1. Strategy and Planning
How effectively does your business have a clear vision and strategic plan for the next 1–3 years?
*
No plan in place
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9
Comprehensive, actionable plan with team alignment
10
1 is No plan in place, 10 is Comprehensive, actionable plan with team alignment
isStrategyAndPlanningAStrength
isStrategyAndPlanningAImprovement
isStrategyAndPlanningAWeakness
2. Operational Processes
2. Operational Processes
How well-documented and streamlined are your operational processes (e.g., mitigation, reconstruction, billing, and customer service)?
*
No documentation or consistency
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9
Processes are well-documented, automated, and consistently executed
10
1 is No documentation or consistency, 10 is Processes are well-documented, automated, and consistently executed
isOperationalProcessesAStrength
isOperationalProcessesAImprovement
isOperationalProcessesAWeakness
3. Financial Health
3. Financial Health
How well does your business track key financial metrics, such as profitability, cash flow, and cost management?
*
No regular tracking or understanding of financial metrics
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2
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8
9
Financial metrics are rigorously tracked and used for decision-making
10
1 is No regular tracking or understanding of financial metrics, 10 is Financial metrics are rigorously tracked and used for decision-making
isFinancialHealthAStrength
isFinancialHealthAImprovement
isFinancialHealthAWeakness
4. Customer Focus
4. Customer Focus
How satisfied are your customers, and how effectively do you collect and act on customer feedback?
*
Rarely collect feedback, unclear on customer satisfaction
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9
Regularly collect feedback, act on insights, and have high satisfaction ratesPrevious
10
1 is Rarely collect feedback, unclear on customer satisfaction, 10 is Regularly collect feedback, act on insights, and have high satisfaction ratesPrevious
isCustomerFocusAStrength
isCustomerFocusAImprovement
isCustomerFocusAWeakness
5. Team Focus
5. Team Focus
How would you rate your company culture in terms of employee satisfaction, engagement, and alignment with company values?
*
Toxic culture, high turnover
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9
Strong culture with highly engaged employees and clear alignment
10
1 is Toxic culture, high turnover, 10 is Strong culture with highly engaged employees and clear alignment
isTeamFocusAStrength
isTeamFocusAImprovement
isTeamFocusAWeakness
6. Leadership Development
6. Leadership Development
How effectively do you develop leadership within your team, especially among mid-management and future leaders?
*
No leadership development or training
1
2
3
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9
Robust leadership development programs and succession planning
10
1 is No leadership development or training, 10 is Robust leadership development programs and succession planning
isLeadershipDevelopmentAStrength
isLeadershipDevelopmentAImprovement
isLeadershipDevelopmentAWeakness
7. Business Development
7. Business Development
How proactive is your business in identifying and pursuing new opportunities for growth (e.g., new markets, partnerships, or services)?
*
No structured business development efforts2
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9
Proactive, strategic business development efforts
10
1 is No structured business development efforts2, 10 is Proactive, strategic business development efforts
isBusinessDevelopmentAStrength
isBusinessDevelopmentAImprovement
isBusinessDevelopmentAWeakness
8. Technology Use
8. Technology Use
How effectively do you use technology for job management, customer communication, and operational efficiency?
*
Minimal or no use of technology
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9
Fully integrated and optimized technology stack
10
1 is Minimal or no use of technology, 10 is Fully integrated and optimized technology stack
isTechnologyUseAStrength
isTechnologyUseAImprovement
isTechnologyUseAWeakness
9. Marketing Effectiveness
9. Marketing Effectiveness
How effectively are your marketing efforts generating leads and building your brand reputation?
*
Minimal or no marketing efforts
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Comprehensive, data-driven marketing strategy with strong ROI
10
1 is Minimal or no marketing efforts, 10 is Comprehensive, data-driven marketing strategy with strong ROI
isMarketingEffectivenessAStrength
isMarketingEffectivenessAImprovement
isMarketingEffectivenessAWeakness
10. Risk Management
10. Risk Management
How well does your business manage risks, including safety compliance, legal exposure, and disaster preparedness?
*
Reactive approach, significant risks unaddressed
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9
Proactive, comprehensive risk management program
10
1 is Reactive approach, significant risks unaddressed, 10 is Proactive, comprehensive risk management program
isRiskManagementAStrength
isRiskManagementAImprovement
isRiskManagementAWeakness
Contact Information
Last But Not The Least...
Company Name
*
Name
*
First Name
Last Name
Email
*
example@example.com
Your Mobile/Phone Number
*
Please enter a valid phone number.
Strengths
Areas To Improve
Areas Need Attention
FinalScore
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