2 Minute Business Assessment

Discover Valuable Operations Insights

Take advantage of this free assessment

It’s crafted to pinpoint crucial areas that require your focus, while also recognizing your strengths.

These questions are designed to reflect your current state and identify future goals to scale.

Thank you for learning and helping your business thrive

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Annual Revenue (Approximate)

Under $1M

$1M-$5M

$5M-$15M

$15M+

Team Size

1-5

6-15

16-50

50+

Leadership

How involved is the owner in the day-to-day operations of your business?

Heavily involved

Involved in key decisions

Involved in strategy. Leaves final decision to others

When your business identifies an initiative or improvement, what typically happens?

We assign ownership, set deadlines, and see most things through to completion

We start strong but initiatives often stall or lose momentum

We discuss a lot of ideas but struggle to execute consistently

Do your business’s leaders actively invest in development, through coaching, peer groups, etc.?

Yes

Occasionally, or we have in the past

Team & Structure

Do you have an Operations Leader that also manages staff and holds people accountable?

Yes

Are roles, responsibilities, career paths, and performance metrics documented and shared with staff?

Yes

Partially

Do you have a written compensation, bonus, and incentive model that staff can easily understand?

Yes

Operations & Process

Are Prospect, New Client, and Ongoing Service procedures embedded in workflows and adhered to?

Yes

How often do you actively review and improve your major business processes?

Quarterly

Annually

Never

If a key team member left tomorrow, could your business continue to run smoothly without them?

Yes

Somewhat

Is your tech stack, integrations, and automations documented and shared with the team?

Yes

Somewhat. Only Key people know.

How often do you meet with your team to review past successes, current initiatives, and future goals?

Annually

Quarterly

Monthly

We haven't done this type of meeting (yet)

Clients, Revenue, & Sales

Are your client segments, services, team members involved, and fees clearly defined and documented?

Yes

Do you have a clear pricing structure based on the gross margin of each service line?

Yes

Is your revenue predictable? (Recurring, subscription-based, or pre-contracted)

Yes

Partially

Do your top 5 clients represent less than 20% of your total revenue?

Yes

Do you have a reliable, repeatable system that consistently generates qualified leads?

Yes

Do you have a clear strategy for identifying & targeting your ideal client?

Yes

Financial Health & Planning

Have you built financial projections for your business?

Yes, including a 5-year forecast for revenue, client count, staffing, and profit

Yes, for the next year only

Do you have a documented strategic improvement plan that aligns with goals and staffing needs?

Yes

Partially

Does your business have a documented Continuity Plan and/or a drafted Owner Exit Strategy?

Yes, we have a Continuity Plan

Yes, we have an Owner Exit Strategy

We have both

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2 Minute Business Assessment

Discover Valuable Operations Insights

Take advantage of this free assessment

Leadership

Team & Structure

Operations & Process

Clients, Revenue, & Sales

Financial Health & Planning

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