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Before We Begin
What's the one thing about your business keeping you up at night right now?
Don't filter it. Don't polish it. Just say it exactly as it sits in your mind. This is your private audit — and this single answer will often reveal more than any checkbox ever could.
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Section 1 of 11
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Section 1 of 11 · Business Basics
Let's establish your foundation
Every insight we generate is calibrated to your specific situation.
Are your personal and business finances completely separated? *
Do you have a registered agent and operating agreement / bylaws in place?
Do you use written contracts with every client and vendor?
Section 2 of 11 · Personal & Business Credit
Credit is the foundation of capital access
Let's assess exactly where you stand — and what's in the way.
What is your estimated personal credit score range? *
Do you have any negative items on your personal credit report? (Select all that apply)
Do you have an established business credit profile?
How long has your dedicated business bank account been open?
Does your business have ALL of the following: EIN, dedicated business address, business phone number, and business email?
Are you currently using business credit cards or net-30 vendor accounts?
What is your primary credit goal right now? (Select all that apply)
Section 3 of 11 · Startup Funding & Capital
Access to capital is the oxygen of growth
Let's see what's available to you — and what's standing in the way.
Are you currently seeking funding or capital? *
What type of funding are you most interested in? (Select all that apply)
How much capital are you looking to access?
What would you primarily use the funding for? (Select all that apply)
Have you ever been declined for business funding?
Does your business show consistent revenue deposits on bank statements for the last 3–6 months?
Section 4 of 11 · Financial Health
The numbers don't lie
Let's see what your real financial picture looks like — no sugar coating.
What is your average monthly revenue over the last 3 months? *
Do you know your profit margin? If yes, approximately what is it?
How many months of operating expenses do you have in cash reserves?
How predictable is your cash flow month to month?
Completely UnpredictableRock Solid Predictable
Are you currently profitable, breaking even, or at a loss? *
Do you have a budget and financial forecast you actively review?
Do you have outstanding debt or financial obligations currently affecting your growth decisions?
Section 5 of 11 · Business Setup & Structure
A properly set up business unlocks everything
Funding, credibility, and protection all start here. Let's find the gaps.
Do you have business insurance in place? (Select all that apply)
Do you have any unresolved legal issues, compliance gaps, or unpaid business taxes?
Which of the following does your business currently have? (Select all that apply)
Do you have a professional merchant account set up to accept payments?
Are there gaps in your business setup that you know need fixing?
Section 6 of 11 · Merchant Accounts & Revenue Collection
How you collect money matters as much as how much you make
Payment friction costs businesses thousands every month without them realizing it.
How do you currently collect payments? (Select all that apply)
Do you experience holds, delays, or issues with your payment processor?
Are you losing sales because of limited payment options?
What is your average transaction or sale size?
Do you offer payment plans or financing options to customers?
Section 7 of 11 · Missed Call Revenue
Every missed call is money walking out the door
Answer these questions and we'll calculate exactly how much revenue you're losing every month.
Approximately how many inbound calls does your business receive per week? *
What percentage of those calls go unanswered or to voicemail? *
Do you have an automated system to follow up on missed calls?
What is a new customer worth to your business on average (total lifetime value)? *
What is your average sales conversion rate on inbound calls?
Have you ever calculated how much missed calls are costing you monthly?
Section 8 of 11 · Marketing & Advertising
Marketing is the engine — let's see if it's firing
We'll assess your lead generation, spend efficiency, and where the biggest opportunities are.
How do most new customers find you? (Select all that apply)
How effective is your current marketing overall?
Not Working At AllExtremely Effective
Do you have a dedicated monthly marketing budget?
If you run paid ads — are they producing positive ROI?
Do you actively collect reviews, testimonials, and referrals?
Do you have a structured lead follow-up system?
What is your approximate sales conversion rate (leads → customers)?
What is your single biggest marketing challenge?
Section 9 of 11 · Operations & Team
Operations is where profit is made or lost
Let's see how efficiently your machine is actually running.
Do your team members have clearly documented roles, responsibilities, and KPIs?
How much of your week is working IN the business (doing tasks) vs. ON the business (strategy, growth)?
100% IN — no time for strategyMostly ON — well delegated
If you stepped away for 30 days with no contact, what would happen to your business?
Do you have documented Standard Operating Procedures (SOPs) for your core business functions?
Do you have a second-in-command who could run the business without you for an extended period?
What is your biggest people or operations challenge right now?
How would you rate your overall operational efficiency?
Complete ChaosFully Systematized
Section 10 of 11 · Scaling & Vision
Where are you going — and can you get there?
Vision without infrastructure is just a dream. Let's see what's between you and your goals.
What does your business look like in 3 years if everything goes right? Be specific.
Could your current systems and team handle 2× your current volume right now?
Have you tried to scale before? What happened?
What is the single biggest obstacle between where you are and where you want to be?
What is your preferred growth path?
Section 11 of 11 · Final Section — Mindset & Readiness
Your strategy is only as strong as the person executing it
This is the section most people skip on other assessments. Don't skip it here.
On a scale of 1–10, how committed are you to making a real change in your business in the next 90 days? *
1 — Just exploring10 — All in, no matter what
What has stopped you from solving your biggest business problems before now? (Select all that apply)
How do you tend to approach solving business problems?
Be honest with yourself — are you currently the bottleneck in your own business?
What is one belief about yourself or your business that might be holding you back from the next level?
What would success feel and look like for you 12 months from today? *
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Running your full business audit...
Analyzing 11 dimensions across your entire business...
Analyzing credit & funding profile...
Calculating your missed call revenue leak...
Scoring operations, team & marketing...
Benchmarking against your industry...
Building your custom 30-60-90 day roadmap...
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Your Full Business Audit Report
11 Dimensions Analyzed · Powered by the B.O.S.S. System™
Business Health Score
Scored across 11 dimensions of your business
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📞 Missed Call Revenue Leak Calculator
🔍 Critical Bottlenecks Identified
🚀 Your Biggest Growth Opportunities
🗺️ Your Custom 30-60-90 Day Roadmap
📊 Key Metrics to Track
🛠️ Recommended Tools & Systems
Ready to Go Deeper?
Your Audit Is Complete. Now Let's Build This Together.
Your roadmap is in your hands. The next step is a private 60-minute debrief call where we walk through every finding — and you leave with a clear execution plan backed by the full B.O.S.S. ARCHITECT ACCELERATOR PROGRAM™.
🛡️ Performance Guarantee: If you follow the roadmap and don't see results within the timeframe, we continue working with you at no extra cost.