Page 1 of 2
Where Is Your Business Carrying Too Much Weight?
This diagnostic looks at how your business is functioning across three core areas: Operations & People, Sales & Marketing, and Finance.
When work gets busy or someone is on vacation, what usually happens?
*
When work gets busy or someone is on vacation, what usually happens?
A
Work continues with minimal disruption
B
Some things slow down, but we adjust
C
Progress depends on specific people stepping in
D
Everything feels harder and more chaotic
2. If someone asked, “How do we do this here?” what would they rely on?
*
2. If someone asked, “How do we do this here?” what would they rely on?
A
Clear written guides or checklists
B
Some written notes plus verbal explanation
C
Asking the right person
D
Trial, error, and memory
3. When you delegate work, what tends to happen next?
*
3. When you delegate work, what tends to happen next?
A
It gets done as expected with little follow-up
B
It creates a lot of questions or back-and-forth
C
It gets done, but often differently than intended
D
I usually end up redoing or stepping back in
4. How confident are you that a new hire could ramp up smoothly?
*
4. How confident are you that a new hire could ramp up smoothly?
A
Very confident — onboarding and training are clear
B
Somewhat confident, but it would take effort
C
It would depend heavily on who trains them
D
It would be disruptive and time-consuming
5. How often does leadership step in to “unblock” day-to-day work?
*
5. How often does leadership step in to “unblock” day-to-day work?
A
Rarely — systems handle it
B
Occasionally
C
Frequently
D
Constantly
6. How does your business typically get new clients?
*
6. How does your business typically get new clients?
A
Through a consistent, repeatable process
B
Through a few reliable channels we understand well
C
By frequently testing new ideas to see what works
D
By trying whatever we can when we need clients
7. How clear is your messaging about who you help and why?
*
7. How clear is your messaging about who you help and why?
A
Very clear — people “get it” quickly
B
Mostly clear, but sometimes confusing
C
We struggle to explain it simply
D
Messaging changes often or feels unclear
8. How well does your marketing attract the right type of clients?
*
8. How well does your marketing attract the right type of clients?
A
Very well — most leads are a good fit
B
Fairly well, with some misalignment
C
Inconsistent — many leads aren’t a good fit
D
Poorly — we attract the wrong people or very few leads
9. How involved is leadership in generating or closing sales?
*
9. How involved is leadership in generating or closing sales?
A
Minimal — the process runs without us
B
Involved occasionally
C
Heavily involved to keep things moving
D
Almost entirely dependent on leadership
10. When sales slow down, what usually happens internally?
*
10. When sales slow down, what usually happens internally?
A
We trust the process and stay consistent
B
We make small, intentional adjustments
C
We scramble or shift direction quickly
D
Stress spills into other areas of the business
11. How clear and up-to-date is your financial information?
*
11. How clear and up-to-date is your financial information?
A
Very clear — we review accurate numbers regularly
B
Mostly clear, but some numbers lag or need explanation
C
I have a rough sense, but not detailed clarity
D
Numbers are often outdated, unclear, or surprising
12. How are financial decisions typically made?
*
12. How are financial decisions typically made?
A
Based on clear data and forecasts
B
A mix of data and intuition
C
Mostly intuition with some numbers
D
Reactively, based on urgency
13. How easy is it to answer questions like “Can we afford this?”
*
13. How easy is it to answer questions like “Can we afford this?”
A
Very easy — the answer is clear
B
Somewhat easy, but requires digging
C
Difficult — it depends
D
Stressful or unclear
14. How far ahead can you realistically plan financially?
*
14. How far ahead can you realistically plan financially?
A
We plan confidently several months ahead
B
We plan short-term, but long-term feels unclear
C
Planning ahead feels risky or uncertain
D
We mostly react as things come up
Next
