Guide + Checklist
Do a self-check in under 30 minutes
How to do a business health check — without overwhelm.
This guide gives you a practical checklist across finance, sales, marketing, operations, and leadership. Use it to spot bottlenecks and prioritize your next move.
Want the full diagnostic? See the Business Health Checkup.
Business health check checklist
Answer these honestly. Then rank what you need to fix first.
Finance (visibility + runway)
- Do you know your monthly cash burn?
- Can you explain your margins clearly?
- Do you track profit per product/service?
- Do you know your break-even point?
- Is there a clear budget and cash discipline?
Marketing (consistent demand)
- Do you know your best channel?
- Is your offer crystal clear?
- Do you have consistent inbound leads?
- Is your positioning different (not generic)?
- Do you track cost per lead and conversion?
Sales (conversion + process)
- Do you have a repeatable sales process?
- Do you know your close rate?
- Do you follow up consistently?
- Is your pricing aligned with value?
- Can you convert without discounting?
Operations (delivery + time)
- Do you have SOPs for key tasks?
- Does delivery rely on you personally?
- Are mistakes and rework common?
- Do customers experience inconsistency?
- Can the business scale without chaos?
Leadership (execution + focus)
- Do you set priorities weekly?
- Does your team know what matters most?
- Are you constantly reactive?
- Do you have clear accountability?
- Do you finish what you start?
What to do with your answers
Pick the area where weakness is causing the biggest damage. That becomes Priority #1. If you want this ranked objectively (with a roadmap), use the full BYOBO$$ diagnostic.