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Business Health Assessment

FREE BUSINESS HEALTH ASSESSMENT

Is your business working as one system?

20 questions across sales, marketing, operations, and finance. Takes about 4 minutes. Get an instant snapshot of where your business is aligned — and where it isn’t.

COST — FREE20 QUESTIONS — ABOUT 4 MINUTESINSTANT RESULTS

Business Health Assessment

Your progress0 of 20 answered
PILLAR 1 — SALES: Pipeline & Revenue Conversion 0 / 5

We have a consistent, documented sales process that every person who sells follows — not a different approach depending on who is handling the deal.

Revenue is predictable — I can forecast 60 days out with reasonable confidence based on pipeline data, not gut feel.

We know our conversion rate at each stage of the sales pipeline — and we review those numbers regularly to find where deals are stalling.

We know our LTV:CAC ratio — the lifetime value of a customer relative to what it costs to acquire them — and it is at or above 3:1.

Referrals and repeat business are a significant and growing source of new revenue — and we have an intentional system to generate them, not just hope for them.

PILLAR 2 — MARKETING: Demand Generation & Market Position 0 / 5

We know which marketing channels bring us the most profitable clients — not just the most leads. Channel performance is tracked by revenue generated, not just inquiries.

Our cost to acquire a new customer is tracked and understood — and we use that number to make decisions about where to invest our marketing budget.

Our ideal customer profile is specific enough that we could describe one real person — industry, company size, role, pain point, buying trigger — not just a demographic category.

Marketing and sales operate as one connected system — leads are handed off with context, follow-up is consistent, and neither team blames the other for lost deals.

We have a documented lead follow-up process with defined timelines — every inbound inquiry gets a response within a set window, and unconverted leads go into a structured nurture sequence.

PILLAR 3 — OPERATIONS: Delivery Systems & Owner Independence 0 / 5

If I (the owner) were unavailable for two weeks, the business would continue running at full capacity — without me making decisions or being looped into client work.

Our core delivery processes are documented in SOPs that a capable new hire could follow — the knowledge lives in the system, not in people's heads.

Key team members have stayed with us — turnover in the last 12 months has been low, and we understand what drives the retention we do experience.

We can take on 30% more client volume without the business breaking down — the team, systems, and delivery capacity exist to absorb that growth.

We track the operational metrics that matter — delivery timelines, quality, client satisfaction, utilization — and we catch problems before they become crises.

PILLAR 4 — FINANCE: Profitability, Cash Flow & Business Value 0 / 5

I can tell you our gross margin by service line or product without pulling a report — and that number guides pricing and capacity decisions.

We track cash flow separately from profit — we know our current runway, and a profitable month on paper has never surprised us with a cash shortfall.

We review financial performance against targets at least monthly with the leadership team — not just at year-end or when something goes wrong.

We know the exact cost to deliver each service or product — fully loaded, including people time, tools, and overhead allocation — not just direct materials.

I know approximately what this business would sell for today — and I understand what is driving that number and what would increase it.

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