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Business Health Assessment Survey

An extensive, point-by-point self-assessment that helps a business owner score their own strategy, finances, sales, and operations ahead of an advisory session.

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In the Claude connectors directory

Before you begin, share your contact details.

Date

Company name

Name

First Name

Last Name

Address

Street Address

City

State / Province

ZIP / Postal Code

Phone

1. How long have you been in business?

Less than 1 year 1 to 3 years 3 to 5 years 5 to 10 years More than 10 years

2. What percentage complete is your business plan?

0-25% 25-50% 50-75% 75-100% Complete

Section 1: Strategy

I know what business I am in.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have a clear understanding of my present and future clients, their needs, and how they acquire their products and services.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I assess and upgrade my business plan regularly.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My business goals and objectives are in alignment with my personal goals and objectives.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have identified my company's strengths, limitations, and competitive advantage.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 2: Product and Service

My product and service is in the right market, designed well, positioned correctly, and priced appropriately

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My product and service design meets the needs of our target audience rather than my personal needs.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I know what I must do to move my product and service to the next stage.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 3: Marketing and Branding

I am able to clearly articulate my company's brand position.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have a well-designed value proposition that sets my business apart from my competition and compels my target audience to act.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have a system for continuous communication with my target audience.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I employ a budget to guide my marketing decisions

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I am able to clearly articulate my company's brand position.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 4: Finance

I have created a detailed budget that guides my decisions.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I consistently use the three principal financial statements to measure and report the results of my business activity.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My revenue is growing in sales and profits.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

A reliable bookkeeping system provides financial data that allows for an accurate business analysis at any point in time.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

A reliable bookkeeping system provides financial data that allows for an accurate business analysis at any point in time.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have the funding in place to grow and develop my business.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 5: Sales and Customers

I use a Customer Relationship Management system. (CRM)

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I understand the buying behaviors of my target audience and am able to speak my customer's language.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have and use technology that allows me to sell effectively.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have developed sales projections for the next twelve months

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 6: Customer Relationships

I have relationships with 'centers of influence' who provide quality referrals.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My customers know I am looking for more business and the type of clients I best serve.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I fully understand what my clients value by recognizing my clients' vision.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 7: Operations and Systems

My business has the necessary protection it needs, such as legal agreements, insurance, business licenses and permits, software backup systems, etc.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My business operations are capable of functioning day-to-day, effectively and efficiently delivering products and services.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My systems are designed to avoid unnecessary paperwork and procedures

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Section 8: People and Leadership

Position descriptions and performance expectations are clearly written and communicated. Everyone fully understands their goals as proven by their performance.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I don't tolerate poor vendor and/or personnel performance

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

My vendors (i.e., CPA, attorney, business strategist, graphic/web designer, marketing consultant, etc.) are dependable, governed by standards of excellence, and committed to ongoing learning.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I know the three most critical issues facing my business and have a plan in place to address them.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I am comfortable and confident in resolving conflict and building consensus with clients, vendors, and/or personnel.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I know and understand the importance of various business functions such as market research, strategic planning, profit orientation, sales pro forma, brand positioning, value proposition, projections, etc.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have a reserve of resources (i.e., time, money, space, skills, staff, and opportunities).

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have what it takes to be successful (i.e., ambition, dedication, courage, initiative, and willingness to risk).

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I am guided daily by goal management rather than time management. In so doing, I make the most of my time

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have an intriguing and satisfying life away from the office

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

I have confidence in my strengths, my abilities, and myself. I am guided by a healthy dose of optimism.

Not likely

1 2 3 4 5 6 7 8 9 10

Very likely

Additional Comments

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Thank you for completing this assessment.

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