33 questions. Six areas. An honest picture of where you stand — and where the real problems are hiding.
6 sections
~15 minutes
Results emailed instantly
Free
How it works
A straight-talking look at your business — in six areas.
Most trades business owners know something's not right. This diagnostic helps you work out exactly what — and how serious it is. No jargon, no waffle. Just honest questions and a clear picture of where you stand.
Section 1
About Your Business
Section 2
Pricing & Profitability
Section 3
Sales & Lead Generation
Section 4
Systems & Operations
Section 5
People & Team
Section 6
Mindset & Goals
1
Section 1 of 6
About Your Business
A few quick details so your results are relevant to where you actually are.
2
Section 2 of 6 — Scored 1–5
Pricing & Profitability
Rate each statement honestly. 1 = this isn't happening at all. 5 = this is solid and consistent.
Question 1 of 6
I know my gross margin on an average job without having to guess.
Not at allCompletely
Question 2 of 6
I price jobs based on actual costs and a target margin — not gut feel.
Not at allCompletely
Question 3 of 6
I track profitability job by job — I know which types of work make me the most money.
Not at allCompletely
Question 4 of 6
I feel confident charging what my work is actually worth and raising prices when needed.
Not at allCompletely
Question 5 of 6
I know my break-even point — what I need to turn over each month to cover all costs and pay myself properly.
Not at allCompletely
Question 6 of 6 — Open question
What's one area of your pricing or finances that you know isn't right but haven't fixed yet?
Your answer
Section complete
Pricing & Profitability
0/25
3
Section 3 of 6 — Scored 1–5
Sales & Lead Generation
Rate each statement honestly. 1 = this isn't happening at all. 5 = this is solid and consistent.
Question 1 of 6
I have a consistent, reliable source of new enquiries that doesn't depend entirely on word of mouth.
Not at allCompletely
Question 2 of 6
When someone enquires, I have a clear process for following up — nothing falls through the cracks.
Not at allCompletely
Question 3 of 6
I know my quote-to-job conversion rate and I'm happy with it.
Not at allCompletely
Question 4 of 6
I know exactly where my best clients come from and I'm actively doing more of what attracts them.
Not at allCompletely
Question 5 of 6
I have a pipeline I can look at — I know what work is coming in over the next 4–8 weeks.
Not at allCompletely
Question 6 of 6 — Open question
What does your current sales or enquiry process actually look like day-to-day?
Your answer
Section complete
Sales & Lead Generation
0/25
4
Section 4 of 6 — Scored 1–5
Systems & Operations
Rate each statement honestly. 1 = this isn't happening at all. 5 = this is solid and consistent.
Question 1 of 6
My business could keep running smoothly for a week if I wasn't there.
Not at allCompletely
Question 2 of 6
I use a proper system — not WhatsApp or memory — to manage jobs, scheduling, and client communication.
Not at allCompletely
Question 3 of 6
I have a consistent, professional quoting process that goes out the same way every time.
Not at allCompletely
Question 4 of 6
Invoices go out on time and I'm not regularly chasing payments.
Not at allCompletely
Question 5 of 6
Admin doesn't regularly eat into my evenings and weekends.
Not at allCompletely
Question 6 of 6 — Open question
What's the one operational headache that comes up again and again in your business?
Your answer
Section complete
Systems & Operations
0/25
5
Section 5 of 6 — Scored 1–5
People & Team
Rate each statement honestly. If you're a solo operator, answer based on subcontractors — or score 1 where it genuinely doesn't apply yet.
Question 1 of 5
I can delegate work confidently — I don't feel like I need to be involved in everything to ensure quality.
Not at allCompletely
Question 2 of 5
The way we do things is written down — someone new could be onboarded without it all coming from me.
Not at allCompletely
Question 3 of 5
I hire deliberately, not out of desperation — and I'm generally happy with the people I bring in.
Not at allCompletely
Question 4 of 5
I manage my team, not just supervise them — there are clear expectations, regular feedback, and accountability.
Not at allCompletely
Question 5 of 5
My team is reliable — I'm not regularly let down by no-shows, poor work, or people leaving.
Not at allCompletely
Section complete
People & Team
0/25
6
Section 6 of 6 — Scored 1–5
Mindset & Goals
The final section. These questions are about you — not just the business. Be honest. Nobody else will see these answers in the way you think they will.
Question 1 of 7
I have a clear picture of what I want from this business in the next 2 years and I'm actively working towards it.
Not at allCompletely
Question 2 of 7
I take full ownership of where my business is — I'm not waiting for the market, clients, or economy to change before I act.
Not at allCompletely
Question 3 of 7
I'm ready to change how I work, not just work harder — I know doing more of the same won't fix it.
Not at allCompletely
Question 4 of 7
I have a sense of urgency about fixing the problems in my business — I'm not putting it off.
Not at allCompletely
Question 5 of 7
When something goes wrong in the business, my first instinct is to look at what I can change — not who or what to blame.
Not at allCompletely
Question 6 of 7 — Open question
What would a genuinely good outcome look like for you 12 months from now — in plain terms?
Your answer
Question 7 of 7 — Open question
What's the main thing that's stopped you from sorting this sooner?
Your answer
Almost there
You've completed all 33 questions.
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Your Results
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