Free Business Health Check - Smart Interventions

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Pillar 1 of 8

Strategy & Positioning

How clearly the business knows where it is going, who it serves, and why customers should choose it.

1 Not in place 3 Partly implemented 5 Measured and improved

1We have a clearly defined target market and ideal customer profile.

1 2 3 4 5

2Our value proposition is differentiated, relevant, and easy for customers to understand.

1 2 3 4 5

Pillar 2 of 8

Sales & Revenue

How consistently inquiries are converted, followed up, measured, and developed into recurring revenue.

1 Not in place 3 Partly implemented 5 Measured and improved

3We use a documented sales process from first inquiry to closing.

1 2 3 4 5

4Every qualified inquiry is followed up, and conversion is tracked.

1 2 3 4 5

Pillar 3 of 8

Customer Experience

How reliably the business delivers trust, consistency, service recovery, and reasons for customers to return.

1 Not in place 3 Partly implemented 5 Measured and improved

5Customers receive a consistent experience across all channels and team members.

1 2 3 4 5

6Feedback and complaints are captured, resolved, and used to improve the business.

1 2 3 4 5

Pillar 4 of 8

Operations & SOPs

How well daily work is structured, documented, controlled, and protected from avoidable errors or owner dependency.

1 Not in place 3 Partly implemented 5 Measured and improved

7Our most important processes are documented and followed.

1 2 3 4 5

8Daily operations have clear controls for quality, handovers, and approvals.

1 2 3 4 5

Pillar 5 of 8

People & Accountability

How clearly roles, authority, expectations, meetings, and performance accountability are managed.

1 Not in place 3 Partly implemented 5 Measured and improved

9Roles, responsibilities, and decision rights are clear.

1 2 3 4 5

10Team performance is reviewed through regular meetings and measurable expectations.

1 2 3 4 5

Pillar 6 of 8

Financial & Performance Control

How confidently management can read profitability, cash, margins, costs, and operational performance indicators.

1 Not in place 3 Partly implemented 5 Measured and improved

11Management understands profitability, cash flow, and the margins of key services or products.

1 2 3 4 5

12The business reviews a practical set of KPIs at least monthly.

1 2 3 4 5

Pillar 7 of 8

Digital Systems & AI Readiness

How effectively information, customer records, automation, reporting, and AI are used to improve execution.

1 Not in place 3 Partly implemented 5 Measured and improved

13Customer and operational information is stored in reliable, accessible systems.

1 2 3 4 5

14We use automation or AI where it can reduce repetitive work or improve decisions.

1 2 3 4 5

Pillar 8 of 8

Brand & Market Presence

How consistently the business communicates its value and turns marketing activity into credible demand.

1 Not in place 3 Partly implemented 5 Measured and improved

15Our brand, website, social media, and customer communication present one consistent message.

1 2 3 4 5

16Our marketing activity is connected to measurable inquiries, appointments, or sales.

1 2 3 4 5