Business Growth Health Check

Location

Which town or city do you mainly serve? *

Lo(If you service multiple areas, please list your main base and primary service region — e.g., Newcastle + Hunter Region.)cation Service

Number of Staff

Including yourself, how many people work in the business? *

Just me

2–5

6–10

11–20

21+

Gatekeeper Question

Which best describes your current situation? *

We’re not getting enough new leads or enquiries.

We get leads, but they’re not converting into customers.

We get plenty of leads and good conversion rates — but we can’t keep up with the work.

Source + Volume (New Business Only)

In the past month, roughly how many new customer enquiries did you get from each source?

Referrals / word of mouth:
Website / online search:
Social media:
Paid ads:
Others:

(Repeat customers don’t count here — we can look at them separately.) Enter 0 if none.

Conversion & Fit

Of those new monthly enquiries, about how many became paying customers? *

Most (over 75%)

About half

Fewer than half

Not sure

How do you think this compares to others in your industry?

Ideal Customer Profile

If you could work with one type of customer all month, who would they be? *

Prompt: For B2C, think about demographics, life stage, and the kind of job they’d hire you for. For B2B, think about industry, location, and what they value most.

Average Sale Value (Expanded for High-Ticket Trades)

Roughly, what’s the value of a typical sale or project for you? *

Less than $500

$500–$2,000

$2,001–$5,000

$5,001–$15,000

$15,001–$50,000

$50,001+

Repeat Purchase Frequency

When you get a new customer, how often do they buy from you again? *

Once only

Occasionally (a few times a year)

Regularly (ongoing or repeat service)

Marketing Budget

Roughly, what’s your monthly marketing budget? *

Less than $500

$500–$1,500

$1,501–$5,000

$5,001+

No set budget

Marketing Time Investment

On average, how many hours per month do you or your team spend on marketing?

Less than 5 hours

5–15 hours

16–30 hours

31+ hours

Labour & Skills

Do you have enough skilled staff to meet current demand — and can you scale up quickly if more work comes in? *

Yes – fully staffed and ready to take on more work

Mostly – but we’d struggle if demand increased significantly

No – we’re short-staffed or missing key skills

We rely heavily on overtime or temp workers to keep up

Equipment & Facilities

Are your tools, machinery, and workspace capable of handling more output without causing delays or breakdowns? *

Yes – plenty of capacity and backup equipment

Mostly – minor constraints but manageable

No – equipment or space is already at capacity

We often have downtime due to breakdowns or space issues

Supply Chain & Materials

How reliable is your access to the materials, products, or supplies you need? *

Very reliable – no significant delays or shortages

Mostly reliable – occasional small delays

Unreliable – frequent delays, shortages, or price spikes

We have to regularly adjust schedules due to supply issues

Planning & Approvals

Do you face delays from permits, compliance checks, or planning approvals before work can start?

No – these are quick and rarely an issue

Sometimes – but they’re predictable and manageable

Yes – they often delay jobs significantly

Yes – they regularly cause us to lose work or customers

Process Delays

At which stage(s) in your customer journey do delays most often occur? (Select all that apply) *

Enquiry Response – slow to acknowledge or reply to new leads

Quoting / Proposals – preparing and sending quotes takes too long

Customer Acceptance – lag between quote sent and client confirmation

Scheduling / Planning – delays in booking or organising the work

Delivery / Fulfilment – work is started late or takes longer than promised

Invoicing / Payment – slow to send invoices or chase payment

Post-Sale Follow-up – no timely check-in or project close-out

Admin & Back Office

Do your admin, accounting, or reporting tasks take time away from productive work? *

No – highly efficient and/or automated

Sometimes – small impact but manageable

Yes – significant time is lost each week

Yes – it regularly causes delays in delivering work

Reviews, Referrals & Retention

Do you have a reliable process for requesting reviews, generating referrals, and encouraging repeat business? *

Yes – automated or consistent manual process, strong results

Yes – but inconsistent or dependent on individual staff

No formal process – done occasionally, if remembered

No – we rarely do this at all

Seasonality

Do seasonal peaks or troughs in demand create capacity challenges for your business? *

No – demand is steady year-round

Yes – peaks cause us to struggle keeping up

Yes – slow periods make it hard to retain staff or cover costs

Yes – we face both peak and slow season challenges

Time Freedom WIIFM

If we could save you 10 hours a month in admin, scheduling, or follow-up, how would you use that time? *

Take on more paying work

Spend more time with customers

Train or upskill my team

Work on marketing and growth

Reduce my own workload / hours