Free · 10 Minutes
The Bottleneck
Finder.
18 questions across the three universal operational areas. Honest answers only. Your score tells you where the highest-leverage work lives.
The rule: If you can answer in under 60 seconds with confidence, mark YES.
If you'd need to dig, ask someone, or guess — mark NO.
Area 1
Money Flow
If you don't know your money, you don't know your business.
1
I know my exact revenue for the last full month, without checking.
2
I know my gross margin (revenue minus direct costs) as a percentage.
3
I know how many days of operating expenses I have in cash today.
4
I have a forecast of next 90 days revenue I'd bet on within ±15%.
5
I know which 20% of customers generate 80% of my revenue.
6
My business and personal finances are fully separated.
⚠ Common pitfall
Owners who track revenue but not margin. Growing revenue with shrinking margin is the most common way small businesses go bankrupt while looking like they're succeeding.
Area 2
Customer Flow
Where do customers come from, and why do they stay?
1
I know my top 3 customer acquisition channels in order of volume.
2
I know my cost to acquire a customer (CAC), even roughly.
3
I have a documented onboarding process for new customers.
4
I follow up systematically with leads who didn't convert.
5
I know what percentage of new business comes from referrals.
6
I talk to customers about their experience at least quarterly.
⚠ Common pitfall
Treating customer acquisition as a "marketing problem" when it's actually a systems problem. The businesses with the best growth aren't the ones spending the most on ads — they're the ones with the best follow-up systems.
Area 3
Operations & People
Who does what, and what happens when they're not there?
1
My top 3 business-critical processes are documented (SOP, video, or checklist).
2
Someone other than me could run the business for a week if I disappeared.
3
I track at least 3 operational KPIs weekly.
4
Decision-making authority is clear — no one needs to ask me for everyday calls.
5
I know what work I'm doing that I shouldn't be doing.
6
My team (or I, if solo) has a regular cadence of check-ins.
⚠ Common pitfall
"It's all in my head" isn't humility — it's a single point of failure. Every undocumented process is a vacation you can't take.
What your score means
The four tiers
Your live score above places you in one of these. The block that matches your score will highlight as you answer.
You've built the basics. The three areas not covered here — Technology & Data, Risk & Legal, Growth Readiness — are likely where your next leverage point lives.
You're functional but specific areas need attention. The lowest-scoring section is where most of your operational headache is coming from.
The business runs on your heroics, not on systems. This is the most common score — and where the highest-leverage consulting work happens.
The business is vulnerable. Don't panic — most successful businesses have been here. But the next 90 days need fundamentals, not growth chasing.
Send My Results + Free 30-Min Call
You took the audit. Now let's actually fix it.
Send the form and you'll get two things: your full tier breakdown emailed to you, and a complimentary 30-minute strategy call where we walk through your scores together, cover the three areas not in this preview (Tech, Risk, Growth Readiness), and build a 90-day priority list. No pitch, no obligation — you leave with concrete next steps either way.
Please answer all 18 questions before submitting.
No pressure on any of this. You used our free tool — you don't owe us a thing. Either button sends you the same results; the difference is only whether you want me to follow up about the call.