💰 CATEGORY 1: PROFITABILITY
Q1. Do you know your gross profit margin right now?
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A. Yes, I check it weekly
B. Yes, monthly
C. Roughly
D. No idea
Q2. Is your own wage built into your job pricing?
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A. Yes, always
B. Most of the time
C. Sometimes
D. No, I take what's left over
Q3. How often do you review job profitability after completion?
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A. Every job
B. Monthly
C. Occasionally
D. Never
Q4. Could you increase your team's wages tomorrow without stress?
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A. Easily
B. Probably
C. Unsure
D. No
Profit Score
👷 CATEGORY 2: TEAM & STAFFING
Q5. If your best tradie resigned tomorrow, what would happen?
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A. We'd replace them quickly — processes are in place
B. It would hurt but we'd manage
C. It would be a major issue
D. The business would be in serious trouble
Q6. Do you have a documented onboarding process for new starters?
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A. Yes, fully documented and always followed
B. Mostly written, not always followed
C. Basic verbal handover only
D. None — they figure it out
Q7. How often do your team members refer mates to come work for you?
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A. Frequently
B. Occasionally
C. Rarely
D. Never
Staff Score
⚙️CATEGORY 3: SYSTEMS
Q8. Do you have written processes for how jobs are run day to day?
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A. Yes, documented and used consistently
B. Some written, some in people's heads
C. Mostly verbal
D. No — we wing it
Q9. Do you use job management software (e.g. Simpro, Fergus, ServiceM8)?
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A. Yes, fully implemented and the team uses it
B. Yes, but not fully adopted
C. Basic tools like spreadsheets
D. No — everything's in my head
Q10. Could a new team member learn how to run your business from yourcurrent documentation?
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A. Yes, everything is documented
B. Most of it — some gaps
C. They'd need a lot of help
D. Impossible — it all lives in my head
Systems Score
📈 CATEGORY 4: MARKETING
Q11. Where do most of your new leads come from?
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A. Multiple sources — ads, referrals, SEO, social
B. Referrals plus one other source
C. Mostly referrals only
D. Hope and prayers — unpredictable
Q12. Do you have a consistent process for following up with leads?
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A. Yes — automated or systematic every time
B. Mostly — manual but I try
C. Sometimes — depends how busy I am
D. No — leads fall through the cracks
Q13. Do you actively get Google reviews from customers?
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A. Yes — we have a system that gets reviews consistently
B. We ask sometimes
C. Rarely
D. No strategy at all
Marketing Score
💵 CATEGORY 5: CASHFLOW
Q14. How many weeks of operating expenses do you have in cash reserve?
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A. 12 weeks or more
B. 8–11 weeks
C. 4–7 weeks
D. Less than 4 weeks
Q15. Do you have a single client or builder who is more than 30% of your revenue?
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A. No — work is spread across many clients
B. One client is around 20–30%
C. One client is 30–50%
D. Yes — one client is over 50% of my work
Q16. How quickly do you collect payment after invoicing?
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A. Within 7 days consistently
B. 14–30 days
C. 30–60 days
D. 60+ days or I have recurring bad debts
Q17. Do you have a clear picture of cashflow for the next 90 days?
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A. Yes — I have a forecast I review regularly
B. Roughly — nothing documented
C. I check the bank and hope for the best
D. No — cashflow is a constant stress
Cashflow Score
🎯 CATEGORY 6: LEADERSHIP
Q18. Could your business operate without you for two full weeks?
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A. Easily — the team runs it
B. Mostly — some hiccups
C. Difficult — key things would be missed
D. Impossible — everything depends on me
Q19. Do you have a clear vision for where the business will be in 3 years?
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A. Yes — written down and shared with the team
B. Yes — in my head but not documented
C. Vague — some ideas
D. No — just focused on surviving week to week
Q20. How would you describe your current relationship with the business?
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A. I'm in control — the business works for me
B. Good overall but I'm still too involved day-to-day
C. Stressful — the business runs me
D. Trapped — I can't see a way out
Leadership Score
Total Score