Business Readiness Audit: The 3R Framework
Assess your business across Infrastructure, Marketing, Finance, Operations, and Leadership — and discover how your Resources, Relationships, and Revenue shape your path forward.
Contact Information
Name
First Name
Last Name
Name of Business
Phone Number
Please enter a valid phone number.
Email
example@example.com
Industry
Please Select
Agriculture/Food Services
Arts, Entertainment & Media
Beauty, Wellness & Personal Care
Construction/Real Estate
Consulting/Professional Services
Education/Training
Financial Services/Insurance
Healthcare/Social Services
Hospitality/Travel
Information Technology/Software
Logistics/Transportation
Manufacturing/Production
Marketing/Advertising
Nonprofit/Communitiy Services
Retail/E-Commerce
Trades (Plumbing, Electrical, etc.)
Other (Please Specify)
If you selected other, please specify:
Business Infrastructure
Do you have a written business plan?
Please Select
Yes
No
In Progress
Is your business legally registered (LLC, Corp, etc.)?
Please Select
Yes
No
Somewhat
Do you have clear roles & responsibilities for your team?
Please Select
Yes
No
Somewhat
Infrastructure Score
Infrastructure Feedback
Marketing & Visibility
Do you have a consistent online presence (website + social)?
Please Select
Yes
No
Somewhat
Do you use a marketing strategy (not just “post when you can”)?
Please Select
Yes
No
Somewhat
Have you defined your ideal customer persona?
Please Select
Yes
No
Somewhat
Marketing & Visibility Score
Marketing Feedback
Finance & Money Management
Do you separate business and personal finances?
Please Select
Yes
No
Somewhat
Do you regularly track income and expenses?
Please Select
Yes
No
Somewhat
Do you have at least 3 months of operating reserves?
Please Select
Yes
No
Somewhat
Finance & Money Management Score
Finance Feedback
Operations & Systems
Do you use documented processes (Standard Operating Procedures (SOPs)) for key tasks?
Please Select
Yes
No
Somewhat
Do you use digital tools (project mgmt, CRM, invoicing) to streamline work?
Please Select
Yes
No
Somewhat
Can your business run without you for at least a week?
Please Select
Yes
No
Somewhat
Operations & Systems Score
Operations Feedback
Leadership & Strategy
Do you set quarterly goals and track them?
Please Select
Yes
No
Somewhat
Do you have mentors, advisors, or a support network?
Please Select
Yes
No
Somewhat
Do you have a growth strategy for the next 1–3 years?
Please Select
Yes
No
Somewhat
Leadership & Strategy Score
Leadership Feedback
Credit Readiness: The 5 Cs of Credit
These questions help assess your financial readiness using the 5 Cs lenders and funders look for — Collateral, Capital, Capacity, Credit, and Character.
Collateral
What assets (business or personal) could you offer as collateral or guarantee?
Capital
How much of your own funds have you invested in the business so far (in % or $ amount)?
Capacity
How consistent is your monthly revenue and ability to cover business expenses?
Please Select
Strong - Revenue stable and exceeds expenses
Moderate - Revenue fluctuates but covers expenses
Weak - Revenue inconsistent or below expenses
Startup - No revenue yet
Credit
Do you know your current personal or business credit score range?
Please Select
700 + Excellemt
650 - 699 Good
550 - 649 Fair
Below 550 Needs Improvement
I don't know / Need to check
Character
How many years have you operated your business under your current ownership? Hint: Enter 0 if you are pre-launch.
Total Score
Your Result
Overall Recommendation
Submit
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