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The 5-Area Business Health Check.

Enter what you already know about your business. Get a scored read across marketing, operations, financial health, team, and strategy in under 10 minutes. Same five-area frame we use on paid client engagements. No card, no signup gate on the results. Optional email at the end if you want a copy in your inbox.

Under 10 minutes 7 quick questions per area Results shown immediately No sales pitch attached

Step 1 of 6 · Context

Tell us about the business.

The scoring calibrates based on your revenue band and industry. No answers are transmitted anywhere until you enter the results screen.

Approximate annual revenue

Under $250k $250k – $1M $1M – $5M $5M – $25M $25M+

How long has the business been operating?

< 1 year 1 – 3 years 3 – 10 years 10+ years

Roughly how many full-time-equivalent people?

Just me 2 – 5 6 – 15 16 – 50 50+

Step 2 of 6 · Marketing & Lead Generation

How is the top of your funnel doing?

Answer honestly. There is no scoring bonus for optimism.

Do you know your top three lead sources by name and rank order?

Yes, preciseRoughlyNot reallyNo idea

Do you have a repeatable outbound or inbound engine that produces new leads without you personally driving it?

YesPartialOnly when I hustleNo

Do you track conversion from lead → qualified → closed as a real number?

YesRough estimateNoWhat?

Do you know your customer acquisition cost within +/- 30%?

YesSort ofNoNever calculated

Is there a written follow-up sequence for leads who do not close on the first touch?

Yes, runningYes but not usedI do it manuallyNo

Step 3 of 6 · Operations & Fulfillment

How does work actually get done?

Delivery is where growth breaks first.

Do you have written SOPs for the top 3 processes that actually run the business?

YesSomeIn my headNothing written

Could a new hire onboard themselves in under two weeks from documentation you have today?

YesMostlyNot reallyNo

Is there one or two people whose absence would seriously break something?

NoOne key personA coupleMultiple critical points

How consistent is delivery quality between your best and worst months?

Very consistentSmall varianceNoticeable varianceAll over the place

Do you have a written way to log incidents and complaints so patterns are visible?

YesInformalOnly when it blows upNo

Step 4 of 6 · Financial Health

What do the numbers actually say?

Where owners lie to themselves the most.

Do you know your gross margin per revenue line, not just overall?

YesAggregate onlyRough estimateNo

Are your books closed within 10 business days of month-end?

YesWithin a monthLongerNever really closed

Cash-on-hand today covers how many months of operating expense?

6+ months3-6 months1-3 monthsUnder 1 month

Is any single customer more than 25% of your revenue?

NoClose to 25%Yes, 25-50%Yes, over 50%

Do you have accounts-receivable over 60 days that you have not actively worked?

NoneA littleMeaningful amountA lot

Step 5 of 6 · Team Structure & Capacity

Who does what, and is it enough?

Team is usually the second thing to break as revenue scales.

Do you have an org chart, even a rough one, mapping every function to a name?

YesInformalIn my headNo

Do you personally still do work you know a $50/hour hire could handle?

RarelySometimesOftenConstantly

If you disappeared for two weeks, how much would break?

Nothing criticalA few thingsA lotThe business stops

Do team members have written role expectations and quarterly goals?

YesSomeInformal onlyNo

How is your team turnover in the last 12 months?

Below industry avgRoughly averageHigher than I would likePainful turnover

Step 6 of 6 · Strategy & Direction

Are you optimizing for the right thing?

Strategy is where owners most often mistake activity for direction.

Can you name the one metric you are trying to move this quarter?

Yes, specificallyBroadlyNot sureNo

If revenue doubled overnight, do you know what would break first?

YesKind ofNoWould love to find out

Are your current activities aligned with an exit horizon, a lifestyle, or a growth target?

Yes, explicitLooselyNot reallyI have no plan

Do you have a written 90-day priority list, updated in the last 60 days?

YesOlder than 60 daysInformalNo

How much time did you spend on strategy vs execution this month?

BalancedMostly executionAlmost all executionJust fighting fires

The one thing keeping you up at night (optional, one line)

Not required. If you write something, it will show up in your results and get a targeted recommendation.

Your scored read

Here is what your answers add up to.

What jumps out

You told us this was keeping you up

Want a copy in your inbox?

Optional. We will email you this scored read plus a longer written breakdown of the top 3 priority actions specific to your revenue band and industry. One-time send. No sequence. Unsubscribe is a click.

If you skip this and hit book a session, your answers travel with you to the coach — much better first hour than starting from scratch.

Where a live session would 5x this read

Contradictions. A live coach catches when your marketing answer and financial answer disagree. This form can't.
Depth per area. You answered 5 questions per area; a live session asks 30 to 50 and follows your specific answers.
Priority ranking. The blueprint tells you what to fix first, based on what actually moves your business, not a generic template.
Builds included. If a session surfaces a CRM or dashboard as the priority, we build it as part of the retainer — no separate scoping.

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