Business Health Survey
Why It Matters
You can’t fix what you can’t see. This survey highlights areas where consulting support can be the most impactful and help determine whether your business could benefit from a short-term boost, long-term partnership, or targeted project help.
Be ready to write the number 0, 1, 2, or 3 down for each question.
Each question is answered using the following scoring scale:
3 = Yes, Consistently
2 = Sometimes / Partially
1 = Rarely / Needs Improvement
0 = No / Unsure
Total Possible Score:
40 questions × 3 points = 120 points
Add up the total for all questions.
Match the total score to the corresponding option on the Four-Tier Grading System
How It Works
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Status: “Strong & Scalable”
Your business demonstrates solid strategic structure, financial stability, and operational consistency. You likely have strong leadership alignment and clear systems that support growth. While there may still be improvement opportunities, your foundation is healthy and your organization is well-positioned to scale.
Consulting Recommendation:
Focus on optimization, scaling strategies, advanced efficiency tools, and long-term growth planning. -
Status: “Stable with Targeted Opportunities”
Your business is functioning well day-to-day, but there are noticeable gaps in consistency, planning, or systemization. These weaknesses may limit your long-term growth potential or create vulnerabilities during change or stress.
Consulting Recommendation:
A structured improvement plan focusing on financial forecasting, operational refinement, and strategic clarity will strengthen your positioning. -
Status: “Needs Attention & Structured Improvement”
Your business has strengths, but there are significant inefficiencies or missing processes. Operations may feel reactive rather than planned, and inconsistencies may be affecting profitability, performance, or team alignment.
Consulting Recommendation:
Prioritize foundational improvements — strategic planning, process documentation, cash-flow stability, and role clarity. Begin with a comprehensive evaluation and roadmap. -
Status: “Unstable & High Urgency”
Your business is at risk due to gaps in planning, financial management, operations, or organizational structure. Without immediate attention, the company may face disruptions, financial strain, or long-term viability issues.
Consulting Recommendation:
Immediate intervention is recommended. Start with a deep-dive business evaluation to stabilize finances, simplify operations, and implement essential processes to regain control.
Four-Tier Grading System
Section 1 — Strategy & Direction (10 questions)
Do you have a clearly defined business strategy?
Are your short-term goals (90–180 days) clearly outlined?
Are your long-term goals (1–3 years) defined and documented?
Does your leadership team align around the same priorities?
Do you regularly track progress toward your goals?
Do you know your unique value proposition?
Do you monitor competitor activity and market trends?
Do you have a plan for scaling your business?
Are major strategic decisions backed by data?
Do you review your strategy at least twice per year?
Section 2 — Operations & Systems (10 questions)
Are your processes documented and standardized?
Do employees follow consistent workflows?
Are operational bottlenecks identified and monitored?
Do your current systems support growth?
Are you using automation where appropriate?
Is project management handled efficiently?
Do cross-department processes run smoothly?
Are you able to meet customer demand without strain?
Are operational errors or delays infrequent?
Do you review operations for improvement regularly?
Section 3 — Marketing, Sales & Customer Experience (10 questions)
Do you have a clear, repeatable marketing strategy?
Are you consistently reaching your ideal customer?
Do you track marketing ROI and lead performance?
Do you have a defined sales process or funnel?
Are sales targets met consistently?
Does your messaging resonate with the right audience?
Do customers provide regular feedback?
Is your customer experience consistent and predictable?
Do you have systems in place for customer retention?
Are your offerings clearly differentiated from competitors?
Section 4 — Financial Stability & Growth Readiness (5 questions)
Do you maintain accurate and timely financial reports?
Is cash flow stable and predictable?
Do you regularly evaluate profit margins?
Do you have a budget or forecast for the next 12 months?
Do you understand the financial impact of growth decisions?
Section 5 — Leadership, Talent & Culture (5 questions)
Does your leadership team operate effectively?
Are roles and responsibilities clearly defined?
Is your team motivated and aligned?
Do you provide ongoing training or professional development?
Do you have a plan for future staffing needs?