Business Infrastructure Diagnostic
This diagnostic evaluates the strength of your business foundation, systems, revenue structure, and leadership capacity. In just a few minutes, you’ll discover which stage your business is operating in — Evaluate, Design, Grow, or Elevate — and where to focus next to build scalable, sustainable growth.
Name
First Name
Last Name
Business Name
Email
example@example.com
SECTION 1 — EVALUATE
Clarity. Legitimacy. Financial Separation.
1. My business is legally registered and in good standing with the state.
Not in place
In progress
Fully implemented
Structured and consistently executed
2. I operate with a separate business bank account.
Not in place
In progress
Fully implemented
Structured and consistently executed
3. I consistently track income and expenses using a bookkeeping system.
Not in place
In progress
Fully implemented
Structured and consistently executed
4. I have clearly defined who I serve and the specific problem I solve.
Not in place
In progress
Fully implemented
Structured and consistently executed
5. My core offer(s) are clearly described and documented (not custom-built from scratch each time).
Not in place
In progress
Fully implemented
Structured and consistently executed
SECTION 2 — DESIGN
Systems, workflows, time protection
6. I use a structured intake process before taking on clients or customers.
Not in place
In progress
Fully implemented
Structured and consistently executed
7. I use written contracts or agreements consistently for paid work.
Not in place
In progress
Fully implemented
Structured and consistently executed
8. I have documented workflows for delivering my core service or product.
Not in place
In progress
Fully implemented
Structured and consistently executed
9. I have at least basic standard operating procedures (SOPs) for recurring tasks.
Not in place
In progess
Fully implemented
Structured and consistently executed
10. My pricing and service delivery process are standardized rather than negotiated case by case.
Not in place
In progress
Fully implemented
Structured and consistently executed
SECTION 3 — GROW
Revenue Predictability. Sales Process. Metrics.
11. I track monthly revenue and review performance trends.
Not in place
In progress
Fully implemented
Structured and consistently executed
12. I know where most of my client or customers come from.
Not in place
In progress
Fully implemented
Structured and consistently executed
13. I have a repeatable sales process that I follow consistently.
Not in place
In progress
Fully implemented
Structured and consistently executed
14. I track basic performance metrics such as conversion rate or cost to acquire a client.
Not in place
In progress
Fully implemented
Structured and consistently executed
15. I offer at least one product or service that is scalable or repeatable beyond one-to-one delivery.
Not in place
In progress
Fully implemented
Structured and consistently executed
SECTION 4 — ELEVATE
Leadership. Automation. Strategic Oversight.
16. Key tasks in my business are documented so someone else could execute them.
Not in place
In progress
Fully implemented
Structured and consistently executed
17. I use automation tools (CRM, scheduling, invoicing, email systems) to streamline operations.
Not in place
In progress
Fully implemented
Structured and consistently executed
18. I track key performance indicators (KPIs) beyond just revenue.
Not in place
In progress
Fully implemented
Structured and consistently executed
19. I set aside dedicated time for strategic planning (quarterly or monthly).
Not in place
In progress
Fully implemented
Structured and consistently executed
20. My role in the business is focused on leadership and growth rather than constant troubleshooting.
Not in place
In progress
Fully implemented
Structured and consistently executed
Total Score
Submit
Should be Empty: