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Which questionnaire fits your business?
Each one asks 20 honest questions across the four systems that decide whether growth turns into profit — sales, marketing, operations, and finance. You get an instant snapshot of where you are aligned, and where you are not. Most owners should start with the standard assessment.
Business Health Assessment.
The standard version, and the right choice for almost everyone. It works in any industry because the pattern we solve — misaligned sales, marketing, operations, and finance — shows up the same way whether you build homes, bill hours, or ship product. Built for owner-led businesses between $2M and $20M.
20 questions · about 4 minutes · instant results · no sales pitch
Industry-specific versions
Same four-system framework, rewritten around the benchmarks and language of one industry. Take one of these only if it is clearly your world — otherwise the standard assessment above will give you the better read.
Benchmarks documented across high-performing trade businesses — booking rate, technician productivity, average ticket, gross margin, in-home sales process, and customer experience.
Applies toHVAC · Plumbing · Electrical · Roofing · Landscaping · Cleaning · Pest Control · Painting · Handyman · Appliance Repair · and more
Built around practice economics — production per provider, case acceptance, hygiene reappointment, chair utilization, and collections.
Take this versionBenchmarks documented across high-performing trade businesses — booking rate, technician productivity, average ticket, gross margin, in-home sales process, and customer experience.
Applies toHVAC · Plumbing · Electrical · Roofing · Landscaping · Cleaning · Pest Control · Painting · Handyman · Appliance Repair · and more
Built around practice economics — production per provider, case acceptance, hygiene reappointment, chair utilization, and collections.
Take this versionBenchmarks documented across high-performing trade businesses — booking rate, technician productivity, average ticket, gross margin, in-home sales process, and customer experience.
Applies toHVAC · Plumbing · Electrical · Roofing · Landscaping · Cleaning · Pest Control · Painting · Handyman · Appliance Repair · and more
Built around practice economics — production per provider, case acceptance, hygiene reappointment, chair utilization, and collections.
Take this version
