Business Health Check

Productivity and profitability are the fundamental keys of success in business, and it’s what keeps us energised and focussed.

Complete this survey to get you thinking about how you currently do things and identify areas for improvement to unleash your productivity and improve your profitability.







  • Upon completion of this survey would you like an obligation free 15 minute phone consultation from one of the team at JB Consulting?
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    Business Planning

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  1. I have a simple, practical business plan that I refer to and review often.
  2. I have clear vision of where I want to go in my life and how my business will help me get there.
  3. I am on track to achieve my goals both in business and personally.
  4. I am happy with the productivity and profitability of my business.
  5. Marketing

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  6. I have a clear, practical marketing plan.
  7. I have strategies in place to generate leads, talk to prospects and communicate regularly with clients.
  8. My marketing strategies are implemented on time and easily.
  9. I have a consistent message that is communicated through all my marketing on and offline.
  10. Finances

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  11. My bookkeeping is kept up to date with minimal input from me.
  12. My BAS statements and end of year financials are prepared accurately and easily.
  13. I review my Profit and Loss Statement monthly, quarterly and annually and know my financial position at any time.
  14. I know the weekly/monthly break-even point within my business and have set my profit targets accordingly.
  15. I’m good at managing my cashflow.
  16. People (employees, contractors, external service providers)

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  17. I have good quality, cost effective people to cover all aspects of my business.
  18. I have systems in place to recruit and manage people efficiently.
  19. I have a good system to brief people on the job they are required to carry out, my expectations of them, deadlines, milestones and other important information.
  20. Administration

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  21. My admin tasks are done easily and efficiently.
  22. My emails, letters, and other correspondence are responded to within a good timeframe.
  23. I have effective systems for filing, managing appointments and making bookings.
  24. Business Systems

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  25. I have a set of Key Performance Indicators within my business and monitor them regularly.
  26. I have all the policies and procedures that I need and they are well communicated.
  27. Personally

    Answer Key: 1 = No, 2 = Sometimes, 3 = Nearly Always, 4 = Yes

  28. I’m happy with the number of hours that I work each week and the amount of work that I do.
  29. I’m happy with the profit that my business is generating.
  30. I have a great work/life balance.
  31. I’m continually looking for ways to improve myself and my business.