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)
Team Size

Leadership

How involved is the owner in the day-to-day operations of your business?
When your business identifies an initiative or improvement, what typically happens?
Do your business’s leaders actively invest in development, through coaching, peer groups, etc.?

Team & Structure

Do you have an Operations Leader that also manages staff and holds people accountable?
Are roles, responsibilities, career paths, and performance metrics documented and shared with staff?
Do you have a written compensation, bonus, and incentive model that staff can easily understand?

Operations & Process

Are Prospect, New Client, and Ongoing Service procedures embedded in workflows and adhered to?
How often do you actively review and improve your major business processes?
If a key team member left tomorrow, could your business continue to run smoothly without them?
Is your tech stack, integrations, and automations documented and shared with the team?
How often do you meet with your team to review past successes, current initiatives, and future goals?

Clients, Revenue, & Sales

Are your client segments, services, team members involved, and fees clearly defined and documented?
Do you have a clear pricing structure based on the gross margin of each service line?
Is your revenue predictable? (Recurring, subscription-based, or pre-contracted)
Do your top 5 clients represent less than 20% of your total revenue?
Do you have a reliable, repeatable system that consistently generates qualified leads?
Do you have a clear strategy for identifying & targeting your ideal client?

Financial Health & Planning

Have you built financial projections for your business?
Do you have a documented strategic improvement plan that aligns with goals and staffing needs?
Does your business have a documented Continuity Plan and/or a drafted Owner Exit Strategy?
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