Section 2 · Business Model
How well designed is how you make money?
Score each statement honestly: 1 = not true at all → 5 = completely true for my business today.
1 I can explain my business simply — what we do, who we serve, and how we make money.
💡 Think about: If someone asked you at a dinner, could you answer in 10 seconds without confusing them?
No clear model Crystal clear
2 My business earns from more than one source — I am not completely dependent on one product or one customer.
💡 Think about: If your top customer stopped buying tomorrow, would your business survive?
Single source Diversified streams
3 I know exactly what makes my business different from competitors — and my customers see that difference.
💡 Think about: Why do customers choose you over others? Is the answer clear and consistent?
No clear difference Strong, clear positioning
4 My prices reflect the value I provide — I do not win customers mainly by being the cheapest.
💡 Think about: Do you feel pressure to lower prices to compete? Or do customers pay without much negotiation?
Always competing on price Fully value-based
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Section 3 · Strategy
Strategy
A business without a clear strategy runs on momentum — not direction. Score honestly: 1 = not true at all → 5 = completely true.
1 I have a clear plan for the next 12 months that my team knows and follows — not just a goal in my head.
💡 Think about: If you asked your managers the company's top 3 priorities this year, would they all give the same answer?
Vision in my head only Written and team-aligned
2 My team understands where the company is going — and they know how their work connects to that direction.
💡 Think about: Does your team make daily decisions that align with your business goals — or do they just complete tasks?
Nobody knows the plan Team fully aligned
3 I know what my business should NOT be doing right now — I say no to opportunities that distract from our main priorities.
💡 Think about: In the last 6 months, have you chased opportunities that pulled your team away from what matters most?
We chase everything Focused and disciplined
4 I regularly review whether my strategy is working — and I adjust it when the results say something is not right.
💡 Think about: When did you last sit down and honestly assess whether your business is moving in the right direction?
Never reviewed Regular and adjusted
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Section 4 · Financial Health
Financial Health
Most founders understand their revenue — but not their profitability. Score honestly: 1 = not true at all → 5 = completely true.
1 I know my profit margins — I can tell you which products or services make the most money and which barely break even.
💡 Think about: If you removed your least profitable offering tomorrow, would you know immediately which one that is?
No margin visibility Full clarity on margins
2 I am rarely surprised by a cash shortfall — I know how much cash is coming in and going out each month.
💡 Think about: When did you last get caught short on cash? Was it a surprise, or did you see it coming?
Always surprised Cash flow fully tracked
3 I make business decisions based on financial data — not just gut feel or what feels busy.
💡 Think about: Think of your last three big decisions. How many were backed by actual numbers?
Gut feel only Always data-driven
4 I have a financial plan for the year — I know what I expect to earn, spend, and keep.
💡 Think about: Is your financial target written down somewhere, or just a number in your head?
No plan exists Written and followed
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Section 5 · Marketing & Sales
Can customers find you — and do you close them systematically?
Score honestly: 1 = not true at all → 5 = completely true for my business.
1 My business has a clear, consistent system for attracting new customers — not just hoping for referrals.
💡 Think about: If you stopped all personal networking for 3 months, would new customers still come in?
Referral-dependent Systematic acquisition
2 My team can handle the sales process without me — I do not need to be personally involved to close deals.
💡 Think about: Can your team take a prospect from first contact to signed deal without your help?
Only I can close Team closes systematically
3 I know exactly which marketing activities bring in customers — and which ones are wasting money.
💡 Think about: Can you name the top 2–3 sources of your new customers this month?
No tracking / guessing Fully data-driven
4 My existing customers come back and refer others — I have a system for this, not just good luck.
💡 Think about: When did you last hear from a customer you have not seen in 6 months? Was it planned or accidental?
Constant new customer chase Strong retention system
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Section 6 · Team & Leadership
Can your team run — and lead — without you?
Score honestly: 1 = not true at all → 5 = completely true for my business.
1 If I stepped away for two weeks, my business would keep running without major problems.
💡 Think about: Have you actually tried this? Or does the thought make you anxious?
Would fall apart Runs without me
2 My team knows which decisions they can make on their own — they do not need to ask me for everything.
💡 Think about: How many times per day do staff come to you for approval on routine decisions?
Everything comes to me Clear authority framework
3 I have at least one manager who runs their area confidently — without constant guidance from me.
💡 Think about: Is there someone on your team you would trust to represent you in a meeting with a key client?
I'm the only real leader Strong independent managers
4 When problems happen, my team solves them — they do not wait for me to step in and fix things.
💡 Think about: Think of the last 3 problems in your business. Who solved them — you or your team?
Wait for me to fix everything High ownership culture
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Section 7 · Operations
Operations
Strong operations deliver consistent results — regardless of the day, the person, or the volume. Score honestly: 1 = not true at all → 5 = completely true.
1 My business delivers consistent results — the same quality of product or service regardless of the day, the staff, or the volume.
💡 Think about: Do customers get a different experience depending on who served them or when they visited?
Inconsistent every time Consistent always
2 My business runs smoothly day-to-day — we are not constantly firefighting or solving the same operational problems.
💡 Think about: How many hours last week were spent fixing problems that should not have happened in the first place?
Constant firefighting Runs smoothly
3 My business could handle a significant increase in orders or customers without everything breaking down.
💡 Think about: If your sales doubled next month, would your operations keep up — or would quality and delivery suffer?
Would fall apart Ready to scale
4 I know where the slowest and most inefficient parts of my business are — and I am actively working to improve them.
💡 Think about: Where do things get stuck most often in your business? Do you have a plan to fix it?
No idea where gaps are Identified and improving
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Section 8 · Systems
Systems
In the age of AI and automation, businesses that run on the right tools and systems grow faster with less effort. Score honestly: 1 = not true at all → 5 = completely true.
1 My business has documented systems for the most important daily and weekly processes — and staff follow them consistently.
💡 Think about: Do your staff know exactly what to do each day without asking you or relying on memory?
No documentation Fully systematised
2 When I hire someone new, there is a clear process to train them — they do not rely on shadowing or memory alone.
💡 Think about: How long does it take a new hire to become productive? Is that process the same every time?
Trial and error each time Structured onboarding
3 When work passes from one person or department to another, it happens smoothly — things rarely fall through the cracks at the handoff.
💡 Think about: Where in your business do mistakes and delays most often happen — is it at the point where one person hands work to another?
Things fall through constantly Seamless handoffs always
4 My business has the right tools and technology in place — we are not losing time to manual work that could be handled more efficiently.
💡 Think about: How much time does your team spend on tasks that could be automated or simplified with better tools?
Manual everything Right tools in place
What outcome would make this the best decision you made for your business this year?
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