Welcome to the Business Health Check
This assessment evaluates your business across 9 key dimensions. Answer honestly — there are no right or wrong answers. Your score gives you an objective view of where you stand.
Please enter your name and email address.
High Level Strategy
How well does your business define and execute its overall direction?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. The company has a concise business growth strategy.
2. We account for changes in the economy and local marketplace within our plan and are ready to monitor these.
3. The company has key advisors in place (e.g. Coach, Consultant, Trainer, Accountant, Solicitor, Bank).
4. The company has a clear mission statement and vision.
5. Key performance indicators are established for the purposes of measuring performance and on-going decision making.
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Sales Performance
How effectively does your business generate and grow revenue?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. We have clear weekly sales processes with accurate sales forecasts.
2. We have invested in regular training on product, sales and influencing skills.
3. We have a performance related incentive scheme with targets often exceeded.
4. Those individuals responsible for sales work in harmony with those running other business functions.
5. We have a documented client retention and customer referral strategy.
6. If your business is exporting or importing, do you fully understand how your sales numbers will be affected by sterling strengthening or weakening?
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Targeted Business Development
How strategically does your business pursue new opportunities?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. We know the size of our target market and our most profitable target client profile.
2. We have case studies and statistics to prove the value of our offering.
3. If we lose our biggest client, we will maintain a healthy turnover.
4. Targeted strategic partnerships are a valued part of our business growth plan.
5. Our team know how to network online and offline, with effective results.
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Advertising, Marketing & Promotion
How effectively does your business communicate its value?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. We have a holistic marketing and communication strategy, linked to defined business objectives.
2. We know the cost of client acquisition and average lifetime values.
3. We have an up to date CRM with prospect pipeline, and know our cross sale and conversion rates.
4. We know how to leverage our unique selling points so that we stand out from our competition.
5. We monitor customer service regularly and request honest feedback to make continuous improvements.
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Business Leadership
How strong is the leadership that drives your business forward?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. Our business leaders know their defined roles and responsibilities within the same clear and documented strategic delivery plan.
2. All staff understand the company vision and how that relates to everyday operational activities.
3. Business leadership regularly communicates good news and appreciation and there's a positive growth culture.
4. Our management team continually improve their skills and effectiveness in leadership and management.
5. Our leaders actively support all staff with career and personal goals and are known for their approachable, open door policy.
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Working Conditions
How well does your business support and develop its people?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. The company has a staff training and development plan with budget allocated.
2. We regularly listen to our people, acting on their views and ideas.
3. All team members are empowered and motivated to drive continual improvement.
4. Staff enjoy and utilise modern, highly efficient IT, systems and processes.
5. We measure employee satisfaction and work towards building a productive and enjoyable culture.
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Financial Health
How strong and well-managed are your business finances?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. Our annual budget is defined and clearly allocated amongst business processes.
2. With regular profit & expenses planning, we are confident in our cash flow and tax efficiency.
3. We understand the return on investment of company expenditures and they are seen as an investment rather than a cost.
4. We are 100% confident of growing profits by at least 10% this year.
5. We know our profit margins on every new client and our break even point in any given month.
6. Do you fully understand how exchange rate movement will affect your gross margin?
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Systems & Operations
How efficiently and compliantly does your business operate?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. Operational processes are fully mapped and current to modern IT solutions.
2. Our brand and intellectual property is firmly protected.
3. Our policies and processes are up to date with Health & Safety, Environment and Employment law.
4. Internal tasks are prioritised according to value, importance and urgency.
5. We are confident in our ability to deliver product excellence and 100% customer satisfaction.
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Individual Satisfaction
How fulfilled and effective are you personally in your business?
Please answer all questions before continuing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1. I have adequate time to complete my company obligations.
2. I am confident the delegation of day-to-day tasks is effective.
3. I have a clear vision for achieving financial independence with my objectives documented.
4. My daily working structure allows me to achieve set goals on a consistent basis.
5. I plan ahead carefully to minimise problems and undue stress or worry.
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Three Key Questions
These questions help us understand your goals and challenges. Included in your free score summary and the paid report.
1. What do you want to achieve in your business over the next 1–5 years? Describe what it will look like.
2. What are the biggest challenges facing your business today? What is stopping you getting what you want?
3. What would make a conversation with our team really valuable? Share 2–3 key points you'd like covered.
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About You
A few more details so we can personalise your results.
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