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Business Health Scorecard
Full Name
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Phone
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Email
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Have you legally formed your business with the Secretary of State?
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Yes
No
If yes, do you have a copy of your formation articles and certificate?
Yes
No
Have you secured an EIN from the IRS for your business?
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Yes
No
If so, do you have a copy of your SS4 (EIN Confirmation Letters)?
Yes
No
Do you have an Operating Agreement (if you have partners, a Partnership Agreement)?
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Yes
No
If you have a Corporation, or if required by your state for an LLC, are you current on your Secretary of State Annual Reporting?
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Yes
No
N/A – not applicable
Is your Registered Agent and Registered Agent Address up to date with the Secretary of State?
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Yes
No
If you are doing business under a different name than your Formation legal name, do you have a current Fictitious Name/DBA on file with the Secretary of State?
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Yes
No
N/A – not applicable
Do you know your business NAICS code?
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Yes
No
Does your business have written Business Statements: Purpose/Passion, Vision, and/or Mission?
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Yes
No
Do you have a state Tax ID number?
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Yes
No
Do you have a Business License
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Yes
No
N/A – my jurisdiction does not require a business license
Do you have Business Insurance?
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Yes
No
Do you have a dedicated Business Address separate from your home address?
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Yes
No
Do you have a dedicated Business Phone Number separate from your home/cell number?
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Yes
No
Do you have a branded Business Domain?
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Yes
No
Do you have professional email to match your branded Business Domain? (not a Google, Hotmail, Outlook, MSN etc.)
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Yes
No
Do you have a business website, or online presence?
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Yes
No
Do you have a Logo and Brand Board/Style Guide for your business?
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Yes
No
Do you have professional letterhead for your Business?
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Yes
No
Do you have a Google Business Profile that accurately reflects your services and value?
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Yes
No
Do you have a dedicated Business Bank Account separate from your personal banking?
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Yes
No
Do you have a working relationship with a personal banker?
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Yes
No
Do you have bank statements for the current fiscal year in your electronic files (off of the bank platform)?
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Yes
No
Do you have bank statements for the current fiscal year in your physical files?
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Yes
No
If you utilize online payment processing (for example, paypal, square or stripe), do you have records of transactions for the current fiscal year in your electronic files (off of the platform itself)
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Yes
No
N/A – I don't utilize online payment platforms
If you utilize online payment processing, do you have records of the transactions for the current fiscal year in your physical files?
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Yes
No
Do you have a credit card (not debit) in the name of your business, or a business line of credit?
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Yes
No
If you have a business credit card, do you have statements for the current fiscal year in your electronic files (outside of the credit card's platform)?
Yes
No
N/A – not applicable
If you have a business credit card, do you have statements for the current fiscal year in your physical files?
Yes
No
Do you track your daily expenses and income (day-to-day bookkeeping) and/or work regularly with a bookkeeper?
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Yes
No
Do you regularly work with an accountant?
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Yes
No
Do you produce monthly financial statments (Profit & Loss, Balance Sheet, Cash Flow Projection, etc.)?
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Yes
No
Have you filed taxes for your most recently completed fiscal year?
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Yes
No
N/A – I have only been in business the current fiscal year
Do you have budget for the current year?
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Yes
No
Are you confident in your pricing strategy?
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Yes
No
Do you have a DUNS # for your business?
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Yes
No
Do you know your business credit score?
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Yes
No
What is your approximate annual revenue?
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Does your business employ payroll/w2 employees?
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Yes
No
If so, do you utilize a payroll system or company?
Yes
No
If you have employees, are you current on your payroll taxes?
Yes
No
I am not sure
Does your business utilize non-employee Independent Contractors?
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Yes
No
If so, do you have current W9 forms on file for each?
Yes
NO
If you do have contractors, did you file your 1099 with the IRS last year?
Yes
No
I am not sure
How do you pay your employees and Contractors?
Through a payroll system or payroll company with direct deposit
Through documented electronic business payments/direct deposit
By business check
Cash
A combination of methods that includes cash or undocumented payments
How do you pay yourself?
Do you pay any of your personal expenses from your business bank account or utilizing business credit cards or funds?
No
Occasionally, but the expenses are properly documented/accounted for
Yes, regularly
Do you have written agreements that clearly describe the role, responsibilities, and compensation terms for the people who work in your business?
Yes, for everyone who works in the business
For some workers, but not all
No
Do you have a consistent process for bringing employees or contractors into the business — including clear role expectations, required paperwork, responsibilities, and initial instructions?
Yes, we have a defined process that is consistently followed
We have a process, but it is mostly informal or inconsistently followed
No
Does your business have a written marketing plan?
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Yes
No
Have you identified/analyzed other alternatives operating in your space (competition)?
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Yes
No
Have you created an ideal client/customer avatar, and know their pain points - the specific problem that avatar wants solved?
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Yes
No
Do you have a clear offer ladder that defines for customers your primary products/services, or explains the results you produce?
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Yes
No
Do prospects understand the value of working with you, why they should choose you, before they ever speak with you?
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Yes
No
Do you have a consistent source of new customer inquiries each week?
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Yes
No
Do you publish content consistently with a repeatable weekly rhythm?
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Yes
No
Do you use one anchor asset that you create regularly that becomes multiple distribution assets at least weekly?
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Yes
No
Do all marketing channels point to a clear next step?
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Yes
No
Can customers easily contact, purchase from, or book with you?
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Yes
No
Are leads captured consistently from all marketing channels: content, referrals, partnerships, etc.?
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Yes
No
Do you manage prospects using a pipeline with clear stages to convert inquiries into bookings?
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Yes
No
Does every lead receive a reply within five minutes?
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Yes
No
Do you follow up with leads who do not book; do your emails nurture demand and result in sales?
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Yes
No
Do you have a structured way to handle objections?
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Yes
No
Are onboarding and fulfillment systemized with documented, repeatable processes?
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Yes
No
Do you have a method to request reviews after every completed job that results in consistent new customer reviews?
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Yes
No
Do you utilize a system to stay in contact with past customers?
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Yes
No
Does your business have an updated written Business Plan or Business Model Canvas/with financials
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Yes
No
Have you defined how you measure success, including KPIs (Key Perfomance Indicators) or a like measurement tool?
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Yes
No
Do you track key performance metrics weekly?
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Yes
No
Do you have a current and active goal/activity plan for your business?
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Yes
No
Can your ecosystem scale without you, the founder, being the bottleneck?
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Yes
No
Overall Grade
Formation Grade New
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