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Business Health Scorecard

Full Name *

Phone *

Email *

Result Token

Have you legally formed your business with the Secretary of State? *

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? *

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)? *

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? *

Yes

No

N/A – not applicable

Is your Registered Agent and Registered Agent Address up to date with the Secretary of State? *

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? *

Yes

No

N/A – not applicable

Do you know your business NAICS code? *

Yes

No

Does your business have written Business Statements: Purpose/Passion, Vision, and/or Mission? *

Yes

No

Do you have a state Tax ID number? *

Yes

No

Do you have a Business License *

Yes

No

N/A – my jurisdiction does not require a business license

Do you have Business Insurance? *

Yes

No

Do you have a dedicated Business Address separate from your home address? *

Yes

No

Do you have a dedicated Business Phone Number separate from your home/cell number? *

Yes

No

Do you have a branded Business Domain? *

Yes

No

Do you have professional email to match your branded Business Domain? (not a Google, Hotmail, Outlook, MSN etc.) *

Yes

No

Do you have a business website, or online presence? *

Yes

No

Do you have a Logo and Brand Board/Style Guide for your business? *

Yes

No

Do you have professional letterhead for your Business? *

Yes

No

Do you have a Google Business Profile that accurately reflects your services and value? *

Yes

No

Do you have a dedicated Business Bank Account separate from your personal banking? *

Yes

No

Do you have a working relationship with a personal banker? *

Yes

No

Do you have bank statements for the current fiscal year in your electronic files (off of the bank platform)? *

Yes

No

Do you have bank statements for the current fiscal year in your physical files? *

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) *

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? *

Yes

No

Do you have a credit card (not debit) in the name of your business, or a business line of credit? *

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? *

Yes

No

Do you regularly work with an accountant? *

Yes

No

Do you produce monthly financial statments (Profit & Loss, Balance Sheet, Cash Flow Projection, etc.)? *

Yes

No

Have you filed taxes for your most recently completed fiscal year? *

Yes

No

N/A – I have only been in business the current fiscal year

Do you have budget for the current year? *

Yes

No

Are you confident in your pricing strategy? *

Yes

No

Do you have a DUNS # for your business? *

Yes

No

Do you know your business credit score? *

Yes

No

What is your approximate annual revenue? *

Does your business employ payroll/w2 employees? *

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? *

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? *

Yes

No

Have you identified/analyzed other alternatives operating in your space (competition)? *

Yes

No

Have you created an ideal client/customer avatar, and know their pain points - the specific problem that avatar wants solved? *

Yes

No

Do you have a clear offer ladder that defines for customers your primary products/services, or explains the results you produce? *

Yes

No

Do prospects understand the value of working with you, why they should choose you, before they ever speak with you? *

Yes

No

Do you have a consistent source of new customer inquiries each week? *

Yes

No

Do you publish content consistently with a repeatable weekly rhythm? *

Yes

No

Do you use one anchor asset that you create regularly that becomes multiple distribution assets at least weekly? *

Yes

No

Do all marketing channels point to a clear next step? *

Yes

No

Can customers easily contact, purchase from, or book with you? *

Yes

No

Are leads captured consistently from all marketing channels: content, referrals, partnerships, etc.? *

Yes

No

Do you manage prospects using a pipeline with clear stages to convert inquiries into bookings? *

Yes

No

Does every lead receive a reply within five minutes? *

Yes

No

Do you follow up with leads who do not book; do your emails nurture demand and result in sales? *

Yes

No

Do you have a structured way to handle objections? *

Yes

No

Are onboarding and fulfillment systemized with documented, repeatable processes? *

Yes

No

Do you have a method to request reviews after every completed job that results in consistent new customer reviews? *

Yes

No

Do you utilize a system to stay in contact with past customers? *

Yes

No

Does your business have an updated written Business Plan or Business Model Canvas/with financials *

Yes

No

Have you defined how you measure success, including KPIs (Key Perfomance Indicators) or a like measurement tool? *

Yes

No

Do you track key performance metrics weekly? *

Yes

No

Do you have a current and active goal/activity plan for your business? *

Yes

No

Can your ecosystem scale without you, the founder, being the bottleneck? *

Yes

No

Yes, I would like to receive emails from Gro Business Development LLC with business-growth insights, resources, and invitations to masterclasses and other events. I can unsubscribe at any time using the link in any marketing email. This is optional and is not required to complete the Scorecard or receive my results.

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