Checklist Founder clarity

The small business diagnostic checklist most founders never use.

Most founders avoid diagnostics because it feels uncomfortable. But what you don’t measure stays broken. This checklist helps you assess your business in under 30 minutes.

Author: Ken Crause (Founder & CEO of BYOBO$$)

Want the results ranked objectively? Use the Business Health Checkup.

Small business diagnostic checklist

Score each item: 2 = Yes, 1 = Somewhat, 0 = No.

Finance

  • I know my monthly burn rate.
  • I know my margins by product/service.
  • I track cash weekly.
  • Pricing supports profit, not stress.
  • I have runway clarity.

Marketing

  • I can explain my offer in one sentence.
  • I have a consistent lead system.
  • My message is clear and differentiated.
  • Leads are high-quality.
  • I track cost per lead.

Sales

  • I have a repeatable sales process.
  • I track close rate and follow-up.
  • I can sell without discounting.
  • I qualify prospects quickly.
  • Pipeline is predictable.

Operations

  • Delivery is consistent and repeatable.
  • SOPs exist for key tasks.
  • Rework and mistakes are rare.
  • Customers get predictable outcomes.
  • Business doesn’t rely on me personally.

Leadership

  • I set weekly priorities.
  • I finish what I start.
  • My team has clear ownership.
  • I measure key numbers weekly.
  • I’m not always reactive.

How to interpret your score

Your lowest category is likely your bottleneck. Fix that constraint first or everything else stays hard.

Want the diagnostic report output?

See the sample report first. Then book only if it makes sense.

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Want the ranked plan for your business?

See the sample report first. Then book only if it makes sense.

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Book the Business Health Checkup View Sample Diagnostic Report

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