Business checkup
A full checkup replaces guesswork. Before any long-term engagement we measure the business with data, interviews and the customer journey, and leave with a clear picture: the three main bottlenecks with their financial impact, three prioritised opportunities and a map for the next 90 days.
This checkup is for you if…
- You know something is wrong, but not where the root is.
- The team holds different stories about the problem.
- A major decision is ahead: pricing, hiring, a new branch or a new market.
- Sales exist, but the real profit is unclear.
- You have acted several times without results and without knowing why.
- You want the numbers before investing.
- Time and capital are limited and you dislike trial and error.
What the checkup looks at
| How it is calculated | Warning threshold | |
|---|---|---|
| Sales and trend | Twelve months of monthly sales, split by service or product line. | The trend matters more than the number; heavy swings mean an unstable revenue model. |
| Profit per line | Margin per service with direct cost, share of fixed cost and team time. | If per-line profit is unknown, growth can simply enlarge the loss. |
| Acquisition and sales funnel | Leads, qualified contacts, visits, purchases and repeats, month by month. | Losing more than half the leads at one stage means that stage is the bottleneck. |
| Cost and cash | Fixed and variable cost, break-even point and receivables cycle. | High sales with negative cash is the first risk. |
| Capacity and owner dependency | Capacity utilisation and the key tasks only the owner performs. | Above 30% dependency means your personal capacity is the ceiling. |
| Position and market | Provable difference from competitors and the share of your largest channel. | An unclear difference pushes the decision back to price. |
How we work
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Discovery session Duration: 90 minutes
We hear your story and the team's, sharpen the problem statement and hand you the data list.
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Data collection and six-method analysis Duration: One to two weeks
Data and documents, the customer journey, customer surveys and competitor benchmarks are reviewed.
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Findings session Duration: 90 minutes
The main bottleneck with its financial impact and the growth levers come to the table with their reasoning.
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Report and 90-day roadmap Duration: One week
The report is written: three bottlenecks, three opportunities, actions with owners and metrics.
What we need from you
- Twelve months of monthly sales, split by service or product
- Price list and actual selling prices after discounts
- Monthly fixed and variable costs
- Marketing spend by channel
- Monthly leads or calls and their sources
- Customer list for the last three months
- Team list, real roles and service capacity
- Receivables and average collection time
Sample output (report structure)
What a checkup report looks like
- Three main bottlenecks, each with a number and an estimated financial impact.
- Three development opportunities in execution order.
- A 90-day roadmap: every action with an owner, a metric and a time window.
- Two numbers for continuous tracking plus the missing data and how it limits accuracy.
The output is not a list of everything wrong; it is one clear priority with numbers. If everything matters, nothing does.
Not sure where to start?
Book a consultation; if a full checkup is too early for your stage, I will say so plainly right there.
Four common mistakes in a checkup
- Starting without a problem statement: if we do not know what we are looking for, data will not answer.
- Analysing hearsay only: the owner's story and the front desk's story rarely match.
- A report without priorities: a twenty-item list stops action.
- Acting on everything at once: fixing several things together makes it impossible to know what worked.
What the checkup delivers
- Three main bottlenecks with estimated financial impact.
- Three prioritised development opportunities.
- A 90-day roadmap with actions, owners and metrics.
- Two numbers for continuous tracking: revenue trend and conversion rate.
- The missing data and how it limits the analysis.
Periodic checkup — every quarter, six pillars with numbers
The periodic checkup reviews the same six pillars with numbers every quarter — not to discover something new, but to see whether the pillars you fixed are still standing or have started to wobble again.
- Each quarter you receive four things:
- A scorecard of the six pillars, quarter against quarter
- The new bottleneck (after every growth step the bottleneck moves)
- An updated 90-day roadmap for the coming quarter
- Two tracking numbers you review yourself once a week
Its prerequisite is one full checkup; a periodic review makes no sense without it, because the point is to read a trend, not to start from zero.
Who it is for: a business that has completed the full checkup and wants next quarter’s decisions based on numbers rather than feeling. If you prefer to run everything yourself, this quarterly scorecard is all you need.
To start the periodic checkup, request a consultation.
The six review methods used
- Structured interviews with the owner and key staff
- A self-assessment questionnaire (the free initial checkup)
- Data and document analysis: sales, costs, funnel, capacity
- Customer journey observation: a test call and visit
- Customer surveys: reasons to buy, referral likelihood, complaints
- Market and competitor benchmarks: price, message, advertising
What happens after the checkup?
If you decide to continue, the next step is executing the solution tied to the bottleneck found, then monthly support.
If you prefer to run it yourself, the 90-day roadmap is yours and you can start there.
Frequently asked questions
What do I receive?
A written report with three bottlenecks and their financial impact, three prioritised opportunities and a 90-day roadmap with an owner and metric per action.
How long does it take?
Two to four weeks, depending on your access to data and how many people are involved.
What documents are needed?
Monthly sales, the price list, costs, lead counts and the customer list. If something is missing we start with what exists and report the gap.
What if I have no data?
We start with what you already have; monthly sales, the price list and lead counts are enough. If something is missing we report the gap and work with your own estimates.
Do you guarantee results?
No numerical guarantee; my guarantee is method and transparency. Every finding backed by a number, and if data is missing I say so.
Which business is this for?
An operating business with sales that wants a clear picture before its next investment.