Free Business Health Assessment

First — what kind of business do you run?

This tailors the questions so your results reflect how your business actually works.

Trades & field service

Construction, plumbing, electrical, HVAC and similar

Adds questions on crew scheduling and dispatch, estimating and change orders, and job workflow from materials to closeout and invoicing.

29 questions · about 6 minutes

Other small business

Salons, retail, professional and service businesses

Covers operations, organization, customers, sales, marketing, finance, technology, automation, productivity and revenue readiness.

20 questions · about 4 minutes

Informational business-planning tool only. Results are based on your self-reported answers and are not a guarantee of business performance.