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Business Health Audit

Let’s begin your Business Health Audit and see where your next breakthrough lies.

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Section 1: Strategic Health

Assess whether your business direction, goals, and competitive positioning support long-term growth.

Question 2 of 42

We have a written strategic plan updated within the last 12 months. 

A

Never True

B

Sometimes True

C

Always True

Question 3 of 42

Our goals are measurable, time-bound, and linked to revenue outcomes. 

A

Never True

B

Sometimes True

C

Always True

Question 4 of 42

We regularly analyze competitors and market shifts. 

A

Never True

B

Sometimes True

C

Always True

Question 5 of 42

Our business model remains relevant to changing customer needs. 

A

Never True

B

Sometimes True

C

Always True

Question 6 of 42

Leadership reviews key metrics and adjusts direction accordingly. 

A

Never True

B

Sometimes True

C

Always True

Section 2: Financial Health

Evaluate how effectively your financial management supports profitability and stability.

Question 8 of 42

We review financial statements monthly. 

A

Never True

B

Sometimes True

C

Always True

Question 9 of 42

Profit Margins are stable or improving. 

A

Never True

B

Sometimes True

C

Always True

Question 10 of 42

We have a minimum 3-6 month cash reserve. 

A

Never True

B

Sometimes True

C

Always True

Question 11 of 42

We track and manage debt proactively. 

A

Never True

B

Sometimes True

C

Always True

Question 12 of 42

We understand our break-even point and true cost structure. 

A

Never True

B

Sometimes True

C

Always True

Section 3: Operational Health

Identify how well your internal systems, processes, and resources drive consistent performance.

Question 14 of 42

Key processes are documented and followed consistently. 

A

Never True

B

Sometimes True

C

Always True

Question 15 of 42

Our systems and/or software reduce errors and improve efficiency. 

A

Never True

B

Sometimes True

C

Always True

Question 16 of 42

We measure performance against clear KPIs (Key Performance Indicators) 

A

Never True

B

Sometimes True

C

Always True

Question 17 of 42

Our vendors and suppliers are reliable and cost-effective. 

A

Never True

B

Sometimes True

C

Always True

Question 18 of 42

We consistently deliver on deadlines and customer expectations. 

A

Never True

B

Sometimes True

C

Always True

Section 4: Marketing Health

Examine whether your marketing message, methods, and metrics generate measurable results.

Question 20 of 42

Our marketing message clearly differentiates us from competitors. 

A

Never True

B

Sometimes True

C

Always True

Question 21 of 42

We track where every lead and sale originates

A

Never True

B

Sometimes True

C

Always True

Question 22 of 42

We calculate marketing ROI on every campaign.  (Return on Investment) 

A

Never True

B

Sometimes True

C

Always True

Question 23 of 42

We regularly A/B test subject lines, offers and visuals.  (A/B testing is a method of comparing two versions)

A

Never True

B

Sometimes True

C

Always True

Question 24 of 42

Our marketing budget aligns with actual business results. 

A

Never True

B

Sometimes True

C

Always True

Section 5: Sales Health

Determine if your sales process consistently converts leads into profitable customers.

Question 26 of 42

We have a defined, repeatable sales process. 

A

Never True

B

Sometimes True

C

Always True

Question 27 of 42

We measure close rates and track performance consistently. 

A

Never True

B

Sometimes True

C

Always True

Question 28 of 42

Our follow-up process converts leads efficiently. 

A

Never True

B

Sometimes True

C

Always True

Question 29 of 42

We know our ideal customer profile and focus on that market. 

A

Never True

B

Sometimes True

C

Always True

Question 30 of 42

We analyze why deals are won or lost. 

A

Never True

B

Sometimes True

C

Always True

Section 6: Leadership & Team Health

Review how leadership, communication, and culture influence your organization’s success.

Question 32 of 42

Roles and accountability are clearly defined. 

A

Never True

B

Sometimes True

C

Always True

Question 33 of 42

Team members are motivated and aligned with company goals. 

A

Never True

B

Sometimes True

C

Always True

Question 34 of 42

Leadership communicated direction and results regularly. 

A

Never True

B

Sometimes True

C

Always True

Question 35 of 42

We develop future leaders within the organization. 

A

Never True

B

Sometimes True

C

Always True

Question 36 of 42

The company culture supports innovation and responsibility. 

A

Never True

B

Sometimes True

C

Always True

Section 7: Risk & Compliance Health

Check if your business is protected from legal, financial, and operational vulnerabilities.

Question 38 of 42

We review insurance coverage and contracts annually. 

A

Never True

B

Sometimes True

C

Always True

Question 39 of 42

Our intellectual property is protected (ie: Trademarks, copyrights, etc)

A

Never True

B

Sometimes True

C

Always True

Question 40 of 42

We have a crisis, continuity, or succession plan. 

(Select all that apply)
A

Never True

B

Sometimes True

C

Always True

Question 41 of 42

Our cybersecurity and data protection systems are up-to-date. 

A

Never True

B

Sometimes True

C

Always True

Question 42 of 42

We stay compliant with laws, licenses, and regulations. 

A

Never True

B

Sometimes True

C

Always True

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