Assessment

Twelve questions.

Three per section, across the four things we score, then where to send it. Most people finish in a few minutes. The number fields are optional — answer what you know.

We’ll ask what you do there first, and give you the twelve questions your job can answer — so you are never guessing at someone else’s numbers. When you finish, you’ll get a link to pass to anyone else here who should take it. One person is enough; more is better. A person reads the report before it is sent to you.

Step 1 of 6 · Your business17%

First

How does your business make money?

Pick the closest. It decides which twelve questions you get — a fabricator bidding contracts and a plumber taking calls have different leaks, and asking one about the other’s produces numbers that mean nothing.

Which of these is closest?We do jobs for customers who call or enquire, one at a timeLots of separate customers. Work is usually done at their place or ours, then invoiced.e.g. HVAC, plumbing, electrical, dental, legal, landscaping, auto repairMost of our revenue comes from a small number of contracts we bid or quote forFew, large, and won on a spec or a drawing. Months from first conversation to money.e.g. sign and monument fabrication, custom millwork, commercial contracting, architecture, agenciesMost of our revenue comes from a set of accounts that order from us again and againNamed customers, repeat orders. Growth is new accounts and getting more of the ones you have.e.g. distributors, wholesale suppliers, importers, manufacturer's repsWe make or pack product to our customers' orders and specificationsCapacity is the asset. Runs, lead times and changeovers decide what the month is worth.e.g. contract manufacturers, co-packers, private-label producers, machine shopsNone of these describes usYou'll get the same four scores, and we'll ask you to tell us how you get paid in your own words.anything the four above don't fit

Pick the closest one to continue.