Business Health Quiz – Amanda Ross Consulting

I keep my financials dialed in.*

I hired an accountant and a bookkeeper

I only hired one or the other

I do all my financials myself

I don't do much with my financials at all

I provide services and/or complete line level tasks in my business.*

I'm hands off and just doing CEO stuff

I sub in for practitioners or help staff out occasionally when needed

I frequently perform day to day tasks that could be hired out

It's just me and I need more help

I review and update my business processes (SOPs) and operational strategies.*

Quarterly

Bi-annually

Annually

Rarely or never

I define and track key metrics in my business.*

I update spreadsheets monthly

I don't get around to it consistently

They're defined in my mind, but not really tracked

Nope, I'm not really sure what I should be measuring

I have separate bank accounts for my business and personal funds.*

They're separate

It's on the to-do list

I don't plan on it

Unsure

I want more time for myself, but don’t feel like I have enough money to make it happen.*

I feel pretty balanced

I'm noticing some fatigue

I'm quickly heading toward burn out

The survival mode is real

I know my target audience and my marketing and branding strategies are specific.*

Yes, I've built a strong foundation

I've got a good base, but it could be more specific

I'm marketing to anyone and everyone

Unsure

I would describe my current mindset as:*

Open minded/Growth mode

Content/Even keeled

Confident/Optimistic

In trouble/Worried

I review my profit and loss statements.*

Regularly, once per month

Occasionally, once per quarter

Rarely, once per year

Never

I provide employees with regular training and development opportunities.*

I act on offerings from local small business organizations and look into grants

I keep a pulse, but don't always act

It hasn't really crossed my mind

Not at all

I value my team and it reflects in the way I show up as a leader in my business.*

I'm consistent, reliable and engaged 99% of the time

My personal life gets in the way and I could do better

I haven't put much energy towards my team and/or the culture of the business

I tend to isolate myself and have some resentments building toward staff or practicioners

I have a pulse on cash flow projections.*

Yes, I'm 18 months out

Yes, but I don't keep up with it regularly

No, but I want to see those numbers

Unsure

I have a formal business plan.*

Yes, I update it yearly

Yes, but I haven't touched it in ages

No, it's in the works

No, I'm just winging it

I clearly delegate roles and responsibilities within the business.*

Yes, it's all clearly defined in contracts and regular meetings

Somewhat defined and tends to be verbal

Not clearly defined and sometimes there are communication breakdowns

Roles frequently overlap and staff doesn't always feel productive

I collect and review customer feedback.*

Regularly, on a scheduled and automatic basis

I speak to clients occasionally

Rarely, only when an issue arises

Not at all

I have quality control measures for products or services.*

Yes, strict measures are in place

Yes, but overlooked or not consistently followed

No defined measures

Unsure

I review recurring expenses and focus on cost reduction.*

Monthly or quarterly

Annually

Rarely, maybe every 2-3 years

Not sure

I have a process for handling and resolving customer complaints or issues.*

Yes, the process is clear to all staff and the response is timely

Somewhat defined process, but it wavers depending on which staff encounters the problem

No clear process and not much communication

Not sure

I actively monitor, evaluate, and regulate my day-to-day operational expenses.*

I check my P+L statement at least once per month to reassess

Once in a while I look at my P+L statement, especially if I'm hiring or about to make a big purchase

I look at my P+L, but I don't really do much with operating expenses

I've been taking an intuitive approach based on what's in the bank account

I have a plan for unexpected expenses.*

Yes, I have more than 3 months of cash reserve

Yes, but I dip into it sometimes

No, but I'm thinking about it

It's not in the cards right now

I lead regular meetings or discussions regarding operational improvements and financial performance.*

Weekly staff and quarterly planning meetings are consistently on the schedule

Semi-regularly and only when I can make space in my schedule

Rarely and/or prompted when issues arise

Never

I’m open minded to trying new things that support my long-term vision.*

Yes, I trust the process and I'm fully open to receiving support

I'm ready, but I have some hesitancies about letting go

I'm open to ideas, but ultimately I will follow the beat of my own drum

I'm not feeling super open at the moment

I use technology to automate and streamline business processes.*

Yes, extensively

Yes, to some extent

No, not at all

Not sure

My operations are adaptable to changing market conditions and financial fluctuations.*

Highly flexible and adaptable

Moderately adaptable

Not very adaptable

Not sure

I find joy in the day-to-day of running my business.*

Most days I feel connected to my purpose and passion

My work/life balance is starting to feel off

I'm tired, overwhelmed and uninspired

I don't know how I feel

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Company Name

Your Location*

Email Address*

Phone*

Would you like to receive guidance and tips from your wellness business consultant?*

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