Is your business leaking money, time, and energy without you knowing?

Discover what's costing you money in 5 minutes (20 questions)

01 of 04

Money & Pricing

Select only the statements that are consistently true in your business today, not what you're currently working toward.

I know exactly how much money my business made last month after expenses.

I review a one-page financial summary (revenue, margin, cash, forecast) every month without having to ask someone to pull it together.

Each department or team lead has a budget and sees their own numbers every month.

I have a 12-month cash flow forecast that is updated at least quarterly.

I know the profit margin of each core offer or client segment, not just which one brings in the most revenue.

02 of 04

Select only the statements that are consistently true in your business today, not what you're currently working toward.

My business has written SOPs (standard operating procedures) for recurring tasks.

Every key function has one named owner who is accountable for its results.

Handoffs between teams (sales to delivery, delivery to finance) follow a defined process, and work rarely stalls between them.

Clients receive the same quality of delivery no matter which team member serves them.

My business could run for one week without me and clients would not notice.

03 of 04

Select only the statements that are consistently true in your business today, not what you're currently working toward.

I spend the majority of my work time on high-value activities only I can do.

I have a leader or manager I trust to run day-to-day operations without me.

Work rarely waits on my approval, signature, or input to move forward.

My team knows which decisions are theirs, which need my input, and which get escalated, and it is written down.

I can take a full day off without feeling like the business will fall apart.

04 of 04

Select only the statements that are consistently true in your business today, not what you're currently working toward.

I can forecast next quarter's revenue with reasonable confidence from pipeline and recurring revenue.

I know where most of my new clients come from.

I have a 90-day revenue goal and a plan to reach it.

Delivery capacity is planned against the sales pipeline, so we do not oversell or under-deliver.

Leaders review a short set of KPIs every week, and each KPI has an owner.

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