Take the Business Health Check

Transform Your Business From a Job to an Asset

This comprehensive assessment reveals the gap between where you are and where you could be. Most contractors don't know what they don't know - let's change that.

33 strategic questions across 6 critical areas
Takes 10-15 minutes to complete
Compare your results to industry benchmarks
Get personalized recommendations
See exactly where to focus for maximum impact

We'll ask for your contact information at the end to send you a detailed report and industry comparison.

Financial Mastery

1How often do you review P&L statements with your leadership team?

Never Monthly by myself Monthly with team Weekly with team

2How far out can you accurately predict cash flow?

Day to day 1-2 weeks 4-6 weeks 13+ weeks

3Have you used personal funds to cover business expenses in the last 12 months?

Multiple times Once or twice Never

4Do you know how much profit you made yesterday?

Never Sometimes Usually Always within 48 hours

5Before accepting a job, can you predict its profit margin?

No idea Rough guess Within 10% Within 5%

Sales & Marketing Excellence

6How well documented is your sales process?

Nothing written Basic outline Detailed stages Full scripts and training

7What percentage of estimates do you close?

Don't track Under 20% 20-40% Over 40%

8Do you know your customer acquisition cost by division?

Don't track Total only By major category By each division/service

9How many Google reviews do you have?

Under 10 10-25 25-50 50+ with 4.5+ rating

10How many times do you follow up on a quote?

Never 1-2 times 3-4 times 5+ times with a system

11How detailed is your ideal customer profile?

Don't have one Basic idea Written description Detailed with demographics & psychographics

Operations & Delivery

12How long can your business run well without you?

Can't leave 1-2 days 1-2 weeks 30+ days

13Do you have written SOPs for critical processes? (SOPs = Standard Operating Procedures - step-by-step instructions for how work gets done)

What's an SOP? Few things written Most processes documented Complete operations manual

14How quickly do you know actual job profitability?

After monthly books Within a week Within 48 hours Real-time tracking

15What was your callback rate last year?

Don't track Over 5% 2-5% Under 2%

16How well does your team use your CRM? (CRM = Customer Relationship Management software for tracking leads and customers)

No CRM Have one but barely used Most use it Everyone updates daily

Team & Culture

17How structured is your onboarding program?

Wing it Basic checklist Documented 30-day Full 90-day program

18What was your employee turnover rate last year?

Don't know Over 30% 15-30% Under 15%

19Do you have written procedures for screening calls and interviews?

No process Basic questions Written guide Full behavioral interview system

20How often do you celebrate wins with your team?

Rarely Monthly Weekly Daily huddles

21How clear are career paths in your company?

Never discussed Vague promises Informal discussions Written advancement paths

22How often do you conduct performance reviews?

Never When problems arise Annually 2x per year or quarterly

Leadership & Growth

23How detailed is your company vision?

Just in my head Basic goals Written 1-year plan Written 3-year vision shared with team

24How many hours per month do you spend working ON the business (strategy, planning, improving)?

0-5 hours 5-10 hours 10-20 hours 20+ hours

25How many KPIs do you track weekly? (KPIs = Key Performance Indicators - the vital numbers that tell you how your business is doing)

None 1-2 informally 3-5 on a dashboard 5-10 reviewed with team

26How often do you conduct strategic planning sessions?

Never Annually Quarterly Monthly

27What describes your professional development?

Too busy to learn Read occasionally Regular training/books Active coach/peer group

Work-Life Reality Check

28How many hours do you typically work per week?

Under 40 40-50 50-60 Over 60

29How often have you missed important family events for work in the last year?

Never Once or twice Several times Too many to count

30When do customer calls stop coming to your personal phone?

They don't After 9pm After 7pm After 5pm to office only

31When you take vacation, how often do you check in?

Don't take vacations Multiple times daily Once daily Truly disconnect

32How do you feel about your business?

It owns me Constant stress Managing okay It gives me freedom

33If you stopped working tomorrow, what would happen to your business?

Fails immediately Struggles within weeks Runs for months Continues growing

Almost There!

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Your Business Health Check Results

Key Insight

Performance by Category

Financial Mastery 0%

Sales & Marketing 0%

Operations 0%

Team & Culture 0%

Leadership & Growth 0%

Work-Life Balance 0%

Your Top Priorities

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This one looked at your business. The next one looks at you — which parts of the work fill you, which drain you, and which job you're good at that's quietly costing you the most.

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