Business Assessment Self-Diagnosis Tool

Business Assessment Self-Diagnosis Tool
Name

First NameLast Name
Phone Number:
Please enter a valid phone number.Format: (000) 000-0000.
Email:
example@example.com
Company Name:
2025 Annual Revenue:
2025 Net Profit:
Number of Employees:
Current Ownership Status
If partnership, what is the percentage breakdown?
MARKETING
I can easily describe my ideal customer.

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1 is (Not at all true), 10 is (Completely true)
I can clearly explain the problem I solve for my ideal customer.

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10

1 is (Not at all true), 10 is (Completely true)
I have a clear customer journey that includes nurturing and sales sequences.

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1 is (Not at all true), 10 is (Completely true)
I consistently use 3 or more methods to attract new leads every month.

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10

1 is (Not at all true), 10 is (Completely true)
I have a 12-month marketing calendar with specials and communication plans.

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1 is (Not at all true), 10 is (Completely true)
Total
Total divided by 10
Marketing Score out of 5
SALES
I am charging what I want for my services.

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1 is (Not at all true), 10 is (Completely true)
I have a written sales process that I follow.

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1 is (Not at all true), 10 is (Completely true)
We use sales scripts.

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10

1 is (Not at all true), 10 is (Completely true)
I have a working follow-up process for bids or estimates.

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10

1 is (Not at all true), 10 is (Completely true)
I know our company’s average closing ratio.

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10

1 is (Not at all true), 10 is (Completely true)
Sales Total
Sales Total Divided by 10
Sales Total out of 5
FINANCES
I have monthly financial projections planned out for the next 12 months.

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10

1 is (Not at all true), 10 is (Completely true)
I know the number of jobs or number of units I need to sell to hit my revenue goal every month.

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10

1 is (Not at all true), 10 is (Completely true)
I know my cost of goods.

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10

1 is (Not at all true), 10 is (Completely true)
I know my profit margins for each product/service I offer.

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10

1 is (Not at all true), 10 is (Completely true)
I know how to use a Profit & Loss statement to make business decisions.

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10

1 is (Not at all true), 10 is (Completely true)
Finances Total
Finances Total divided by 10
Finances Score out of 5
PRODUCTIVITY MANAGEMENT
All employee roles have clearly defined execution processes and measurements.

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1 is (Not at all true), 10 is (Completely true)
We have a system to track customer fulfillment progress.

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1 is (Not at all true), 10 is (Completely true)
We have a quantifiable way to track productivity aligned with company goals.

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1 is (Not at all true), 10 is (Completely true)
Staff understands the difference between being busy and being productive.

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1 is (Not at all true), 10 is (Completely true)
When we are between projects or business is slow, I know how to keep my staff productive in continuing to grow the business.

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1 is (Not at all true), 10 is (Completely true)
Productivity Management Total
Productivity Management Divided by 10
Productivity Management Score out of 5
EMPLOYEE MANAGEMENT
We review productivity and project timelines in team meetings.

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1 is (Not at all true), 10 is (Completely true)
Employees have KPIs or measurable goals updated quarterly.

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1 is (Not at all true), 10 is (Completely true)
Employees have a clear path to raise issues or concerns.

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1 is (Not at all true), 10 is (Completely true)
We conduct annual, biannual, or quarterly reviews.

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1 is (Not at all true), 10 is (Completely true)
All employees understand the progression path for their career and personal goals

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1 is (Not at all true), 10 is (Completely true)
Employee Management Total
Employee Management Total divided by 10
Employee Management Score out of 5
GROWTH & SCALING
We hold a strategic planning session at least once per year.

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1 is (Not at all true), 10 is (Completely true)
We can reach our next revenue level with the current team.

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1 is (Not at all true), 10 is (Completely true)
I have an exit strategy for the business.

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1 is (Not at all true), 10 is (Completely true)
I know my financial exit number and timeline.

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1 is (Not at all true), 10 is (Completely true)
My leadership team could run the company without me.

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1 is (Not at all true), 10 is (Completely true)
Growth & Scaling Total
Growth & Scaling Total Divided by 10
Growth and Scaling Score out of 5
Need Support?

There are always ways to level up your business and maximize your time and money freedom.

You've done the first step above by measuring your current performance in key operations. The next step is making adjustments that yield the results you want.

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We've been helping businesses level up for 25 years!

Schedule your time below for a no-cost individual 60-90-minute strategy session where we can determine critical next steps to create the ideal business you've always dreamed of.
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