Business Snapshot

The Free Business Snapshot

Find out which area of your business is most likely holding you back.

In just 5 minutes, this quick 18-question snapshot will help you identify the biggest constraint affecting growth, profitability, and control.

You will receive instant results across the six stages of the Get Your Business Sorted framework.

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Business Snapshot

Take the short 18-question snapshot and start to identify the likely constraint holding your business back.

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Stage 1: Strategic Direction

Outcome: Focus. This is about having a clear direction and knowing where your business is headed. It looks at your vision, goals, priorities, and whether your team understands what success looks like.
1. How clear is your vision for where the business will be in 3-5 years?(Required)
This is about whether you can clearly describe what you want the business to look like in the longer term.
2. How well defined are your business goals for the next 12 months?(Required)
When opportunities or challenges come up, are decisions guided by a written plan or mostly made on the fly?
3. How clearly have you defined your ideal customer?(Required)
A strong answer means you know exactly who you serve best and who is the right fit for your business.

Stage 2: Measure

Outcome: Control. This is about understanding what is happening in your business. It looks at financial performance, key metrics, reporting, and whether you have the information needed to make good decisions.
1. How well do you understand the key numbers that drive your business?(Required)
This includes the numbers that tell you whether the business is healthy, profitable, and moving in the right direction.
2. How confident are you in your cash flow forecasts?(Required)
This is about knowing what money is coming in, what is going out, and whether cash could become tight.
3. How easily can you identify a problem using your business numbers?(Required)
Good reporting helps issues stand out early, before they become serious problems.

Stage 3: Execute

Outcome: Ownership. This is about getting things done consistently. It looks at accountability, decision-making, communication, and whether people take responsibility for their roles and commitments.
1. How clearly are responsibilities assigned across the business?(Required)
Everyone should know who owns what, with as little confusion or overlap as possible.
2. How often do tasks require owner follow-up before they are finished?(Required)
Frequent chasing usually points to unclear ownership or weak accountability.
3. How easily can the business operate when you are unavailable?(Required)
This reflects how dependent the business still is on you for day-to-day decisions.

Stage 4: Systemise

Outcome: Consistency. This is about creating repeatable ways of working. It looks at documented processes, standard procedures, training, and whether the business can operate reliably without constant intervention from the owner.
1. How well documented are your key business processes?(Required)
This includes the core processes that keep the business running day to day.
2. How much of the business relies on knowledge stored in people's heads?(Required)
If key knowledge lives only in people’s heads, the business becomes more vulnerable.
3. How resilient would the business be if a key employee left tomorrow?(Required)
This reflects how dependent the business is on individual people rather than good systems.

Stage 5: Automate

Outcome: Capacity. This is about reducing manual effort and making better use of technology. It looks at automation, software integration, efficiency, and whether routine tasks can happen without human involvement.
1. How much repetitive work has been automated in your business?(Required)
This includes routine tasks that happen automatically without someone needing to do them manually each time.
2. How much staff time is spent on manual data entry?(Required)
High manual data entry often points to inefficiency, duplication, or disconnected systems.
3. How regularly do you identify new automation opportunities?(Required)
Businesses that improve steadily are always looking for tasks that could be simplified or automated.

Stage 6: Grow

Outcome: Scale. This is about building a business that can grow sustainably. It looks at sales, marketing, capacity, leadership, and whether the business can expand without creating additional stress for the owner.
1. How easily could revenue increase without requiring more owner hours?(Required)
True growth means revenue can increase without relying entirely on you working more hours.
2. How repeatable is your lead generation process?(Required)
A repeatable process means leads are generated consistently, not just through referrals or luck.
3. How prepared is the business to handle increased demand?(Required)
This includes capacity, systems, team capability, and operational readiness.
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Want deeper insights?

The Business Snapshot gives you a quick overview.

If you want a more detailed result, the full Get Your Business Sorted Business Assessment goes much further.

The full assessment includes:

  • 60 questions instead of 18
  • A more accurate stage-by-stage score
  • Deeper insight into strengths and weaknesses
  • Better guidance on what to focus on next

Access to the full assessment is included with any membership, including Free Membership.

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