This assessment is designed to evaluate the strength and eﬃciency of your business’s systems, processes, and overall optimization.

Please answer the following questions honestly to gain an accurate snapshot of your business’s current state.

1. Do you have all your critical business roles and responsibilities written down or itemised anywhere? *

Yes, I have them documented

No, I’m too busy handling the day-to-day

2. How would you rate the efficiency of your current business practices? *

Very efficient, everything runs smoothly

Inefficient, they could use significant improvement

3. Do you use automated systems in place to handle repetitive tasks (e.g., invoicing, email follow-ups, customer service) *

Yes, most routine tasks are automated

No, I handle most tasks manually

4. Do you regularly outsource any tasks to other people? *

Yes, I’m outsourcing some jobs

No, I’m doing everything myself

5. Do you have a system for regularly tracking your financial metrics (e.g., revenue, expenses, profit margins)? *

Yes, I track them closely and regularly

No, I don’t track financials regularly

6. How confident are you in your business’s cash flow management? *

Very confident, cash flow is steady and predictable

Not confident, I face regular cash flow challenges

7. Do you create and follow a budget or financial forecast for your business? *

Yes, and I follow it closely

No, I don’t use a formal budget or forecast

8. How well is your business structured to scale for growth? *

Very well, I can scale operations easily

Not well, I’m not prepared for scaling

9. How well do you manage time and allocate resources for various business activities? *

Very well, I’m eﬃcient and organized

Poorly, time and resources are often mismanaged

10. Do you use a CRM system to manage customer relationships and communications? *

Yes, I have a CRM system in place and use it effectively

No, I don’t use a CRM system

11. How regularly do you gather and act on customer feedback? *

Regularly, and I act on it to improve my services/products

Rarely or never

12. Do you have a defined strategy for retaining customers? *

Yes, I have a clear retention strategy

No, I don’t have a defined retention strategy

13. How well-defined is your marketing strategy? *

Very well-defined, with clear goals and tactics

Not defined, I need a comprehensive strategy

14. Do you have a structured sales process in place? *

Yes, and it’s followed consistently

No, I don’t have a structured sales process

15. How effective are your lead generation efforts? *

Very effective, I generate leads consistently

Not effective, I struggle to generate leads

16. How often do you explore new ideas, products, or services to grow your business? *

Regularly, innovation is a key focus

Rarely, I don’t prioritize innovation

17. How do you split your time between working in the business (day-to-day operations) and working on the business (strategic planning, growth)? *

Mostly on the business

Mostly in the business

Thank you. Your assessment is almost complete.

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Last Name *

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