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Revenue Systems Diagnostic
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Enter your business name here.
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SECTION 1 - BUSINESS SNAPSHOT
What best describes your business?
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A
Accountancy
B
Marketing Agency
C
Consultancy
D
Coaching Business
E
Professional Services
F
Saas / Software / Tech
G
Trades / Construction
H
Recruitment
I
Charity
J
Other
Which best describes your revenue model?
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A
Primarily project-based
B
A mix of project work and recurring revenue
C
Primarily recurring revenue / retainer-based
D
Unsure
Which best describes your current situation (select all that apply)?
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Growing steadily
Growing and struggling operationally
Flat / Stalled
Revenue declining
Cashflow pressure
Unsure
How many people work in the business (including you)?
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A
Just me
B
2 to 10
C
11 to 25
D
26 to 50
E
51 to 100
F
100+
Approximate Annual Revenue
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A
100K to 200K
B
200K to 500K
C
500K to 1M
D
1M to 3M
E
3M+
What level of revenue would you like your business to achieve over the next 12 months?
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Compared to 12 months ago, revenue is currently:
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A
Growing significantly
B
Growing modestly
C
Broadly unchanged
D
Declining modestly
E
Declining significantly
F
Unsure
Section 2 - REVENUE GENERATION
What best describes your typical sales cycle?
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A
Same day
B
Less than 1 week
C
1 to 3 Months
D
3 to 6 Months
E
6+ Months
How is the sales function handled today?
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A
Founder only
B
Founder plus team
C
Dedicated sales person
D
Dedicated sales team
E
Mostly inbound
F
Mostly outbound
Do you actively track where leads come from and what happens after first contact?
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A
Yes
B
Partially
C
No
Which of the following sources generate new business for you today?
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Referrals
Existing Clients
LinkedIn
Networking
Partnerships
SEO / Website Enquiries
Paid Advertising
Cold Outreach
Events / Speaking
Social Media (other than LinkedIn)
Repeat Customers
Other
Which ONE source generates the majority of your new business?
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A
Referrals
B
Existing Clients
C
LinkedIn
D
Networking
E
Partnerships
F
SEO / Website Enquiries
G
Paid Advertising
H
Cold Outreach
I
Events / Speaking
J
Social Media (other than LinkedIn)
K
Repeat Customers
L
Other
On a scale of 1 to 10 (10 is high) how consistently does the business generate new opportunties?
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0
1
2
3
4
5
6
7
8
9
10
How quickly are inbound enquiries contacted?
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A
Immediately or within 5 minutes
B
Within 30 minutes
C
Within 1 hour
D
Within 3 hours
E
Within 1 business day
F
Within 2 to 3 days
G
Within 1 business week
Can you clearly identify where and why sales typically stall or fall over?
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A
Yes
B
Mostly
C
No
Are you able to accurately forecast revenue?
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A
Consistently
B
Sometimes
C
Rarely
Secton 3 - RETENTION & CLIENT GROWTH
How long does a typical client stay?
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A
Less than 3 months
B
3 to 6 months
C
6 to 12 months
D
1 to 2 years
E
2 to 5 years
F
5+ years
What percentage of revenue comes from existing clients?
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A
Less than 10%
B
10 to 25%
C
26 to 50%
D
51 to 75%
E
76%+
Do you have a defined process for generating referrals?
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A
Yes
B
Informal only
C
No
Do you have a defined process for identifying upsell opportunities?
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A
Yes
B
No
SECTION 4 - DELIVERY & CAPACITY
Is delivery heavily dependent on you personally?
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A
Yes
B
Partially
C
No
Do delivery bottlenecks regularly affect client experience?
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A
Frequently
B
Occasionally
C
Rarely
Does growth currently put strain on delivery capacity?
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A
Yes
B
Sometimes
C
No
If you took four weeks off tomorrow, what would happen?
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A
Business would largely stop
B
Major disruption
C
Some disruption
D
Minimal disruption
SECTION 5 - TEAM PRODUCTIVITY
Do you have clear accountability in place for each team member?
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A
Yes
B
Mostly
C
No
How confident are you that your team is performing close to its potential?
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0
1
2
3
4
5
6
7
8
9
10
Are there areas where people appear busy but outcomes remain unclear?
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A
Yes
B
Possibly
C
No
Does more than 25% of revenue come from a single client?
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A
Yes
B
No
SECTION 6 - CASHFLOW & COMMERCIAL STABILITY
Have you experienced cashflow pressure in the last 12 months?
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A
Frequently
B
Occasionally
C
No
Do you have visibility over expected cashflow for the next 90 days?
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0
1
2
3
4
5
6
7
8
9
10
Does cashflow ever limit growth decisions?
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A
Frequently
B
Occasionally
C
Rarely
How quickly do customers typically pay invoices?
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A
On receipt
B
Under 30 days
C
30-60 days
D
60-90 days
E
90+ days
How often do you need to chase overdue invoice payments?
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A
Rarely
B
Occasionally
C
Frequently
D
Constantly
SECTION 7 - FOUNDER DEPENDENCY
Which areas of the business still require your direct involvement?
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Sales
Marketing
Delivery
Operations
Finance
Hiring
Customer Service
How many hours per week do you personally spend delivering client work?
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A
0-5
B
6-10
C
11-20
D
21-30
E
30+
SECTION 8 - OPEN RESPONSE
What do you believe is the single biggest thing holding revenue back right now?
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What keeps you awake at night about the business?
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If we were having this conversation 12 months from now and things had gone really well, what would be different?
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If you could fix one thing in the business tomorrow, what would it be?
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