Not sure what your business needs, this template will give you a quick output of what you need to focus on.
Business Health Diagnostic
This is a simple way to step back and look at how your business is actually functioning across the areas that matter.
You go through four sections:
Operations & Systems
Content & Visibility
Marketing & Positioning
Sales & Pipeline
Each section has a set of questions. You score each one from 1–5 based on what’s actually true, not what you’d like to be true.
As you fill it in, the results update automatically.
At the end, you’ll see:
Your total score
A breakdown of how each area is performing
Whether your business is balanced or uneven
Where things are working well
Where things are likely slowing you down
It also highlights patterns—for example:
strong marketing but weak sales
good visibility but unclear positioning
solid demand but weak operations
Those combinations matter more than any single score.
This works best if you:
answer honestly (not aspirationally)
don’t overthink each question
complete all sections in one sitting
Once you’ve filled it out:
Look at the lowest scoring area
Check if the business is balanced or not
Read the summary to understand what’s actually happening
Pick one or two areas to focus on first
You don’t need to fix everything at once.
Not sure what your business needs, this template will give you a quick output of what you need to focus on.
Business Health Diagnostic
This is a simple way to step back and look at how your business is actually functioning across the areas that matter.
You go through four sections:
Operations & Systems
Content & Visibility
Marketing & Positioning
Sales & Pipeline
Each section has a set of questions. You score each one from 1–5 based on what’s actually true, not what you’d like to be true.
As you fill it in, the results update automatically.
At the end, you’ll see:
Your total score
A breakdown of how each area is performing
Whether your business is balanced or uneven
Where things are working well
Where things are likely slowing you down
It also highlights patterns—for example:
strong marketing but weak sales
good visibility but unclear positioning
solid demand but weak operations
Those combinations matter more than any single score.
This works best if you:
answer honestly (not aspirationally)
don’t overthink each question
complete all sections in one sitting
Once you’ve filled it out:
Look at the lowest scoring area
Check if the business is balanced or not
Read the summary to understand what’s actually happening
Pick one or two areas to focus on first
You don’t need to fix everything at once.