THE BUSINESS BLUEPRINT GUYS
Business Health Check
Foundation • Fundability • Focus
Get a clearer picture of where your business stands today and identify the areas that may be limiting capital readiness, revenue growth, or operational scale. This assessment reviews the core infrastructure of your business and helps TBBG determine the most appropriate next step. Most business owners should be able to complete it in approximately 8–10 minutes.
YOUR BUSINESS
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
*
Briefly describe your primary product or service.
How long has the business been operating?
*
What is your approximate average monthly business revenue?
*
Back
Next
FOUNDATION & FINANCIAL HEALTH
Is your business legally registered?
*
Yes
No
In progress
Not sure
Do you have an EIN?
*
Yes
No
Not sure
Do you have a dedicated business bank account?
*
Yes
No
What are your approximate average monthly business deposits?
Less than $5,000
$5,000–$9,999
$10,000–$24,999
$25,000–$49,999
$50,000–$99,999
$100,000+
Not sure
Are your personal and business finances separated?
*
Yes
No
Partially
How confident are you that your bookkeeping and financial records are accurate and current?
*
1
2
3
4
5
Which statement best describes your business financially?
*
Consistently profitable
Profitable but inconsistent
Breaking even
Operating at a loss
Revenue is inconsistent or difficult to predict
I am not sure
FUNDING & CREDIT
Which best describes your current business credit profile?
I have not established business credit yet
I have 1–2 business credit accounts
I have 3 or more business credit accounts
I have business credit but do not know what reports
I have established business credit and actively monitor it
Not sure
Approximately how much outstanding business debt does the business currently have?
None
Less than $10,000
$10,000–$24,999
$25,000–$49,999
$50,000–$99,999
$100,000+
Not sure
Have you established business credit?
Yes
Started but incomplete
No
Not sure
What is your approximate personal credit score range?
Please Select
Below 580
580-669
670-739
740-799
800+
Are you currently seeking business funding?
Yes
No
Not sure
Approximately how much capital are you seeking?
What would the funding primarily be used for?
Please Select
Working capital
Equipment
Inventory
Expansion
Real estate
Debt consolidation/refinancing
Technology/systems
Acquisition
Other
How soon do you need the capital?
REVENUE & SALES
Do you have a clearly defined primary offer?
*
Yes
No
Somewhat
Do you have a consistent system for generating leads?
*
Yes
No
Inconsistent
Where are your leads currently tracked?
*
CRM
Spreadsheet
Notes or phone
Email inbox
Social media messages
Not currently tracked
Other
Do you have a defined process that moves a prospect from lead to paying customer?
*
Yes
No
Partially
How consistently do you follow up with prospects who do not immediately buy?
*
Always
Usually
Sometimes
Rarely
Never
What is your biggest revenue obstacle?
*
Not enough leads
Poor lead quality
Low conversion
Inconsistent follow-up
Pricing or offer confusion
Lack of sales process
Customer retention
Not sure
Other
SYSTEMS, AUTOMATION & AI
How is your business currently staffed?
Just me
Me plus contractors/freelancers
Me plus 1–3 employees
Me plus 4–10 employees
Me plus 11 or more employees
Other
Other
Which areas currently create the most operational problems?
Billing/payment
Service delivery
Project management
Document management
Customer service
Reporting
Team management
No major operational problems
Not sure
How connected are the systems and tools you currently use?
Very connected
Mostly connected
Somewhat connected
Mostly disconnected
Completely disconnected
Not sure
Where would automation, AI, or additional support help you most?
Lead follow-up
Sales
Scheduling
Customer onboarding
Billing/payment
Service delivery
Project management
Document management
Customer service
Reporting
Team management
Marketing/content
Administrative tasks
I’m not sure
BUSINESS DIAGNOSIS
What are the THREE biggest challenges facing your business right now?
*
Business foundation
Financial management/cash flow
Business credit
Access to funding
Lead generation
Sales
Marketing
Customer retention
Hiring
Delegation
Operations
Systems
Automation
Time management
Scaling
Strategic direction
Not sure
What is your #1 business goal over the next 12 months?
If you could fix ONE thing in your business immediately, what would it be?
How urgent is solving your current business challenges?
*
Use a 1–5 scale.
YOUR NEXT STEP
If our assessment identifies a solution that makes business and financial sense, when would you want to begin?
Immediately
Within 30 days
Within 60–90 days
Within 3–6 months
I am just exploring right now
What level of help are you looking for?
Tell me what I should fix first
Guidance while I implement
Help implementing the solution
Have TBBG build/implement the solution
Ongoing operational support
I’m not sure
What is your preferred contact method?
Phone
Text
Email
Assessment Acknowledgment
*
I understand that completing this Business Health Check does not guarantee funding, approval, or a specific service recommendation. TBBG will review my responses and recommend the next step based on the needs identified in this assessment.
Foundation Need
Fundability Need
Focus Need
Primary Need
Recommended Offer
Recommended Next Step
COMPLETE MY BUSINESS HEALTH CHECK
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