Business Health Check

About this form

This short assessment helps us understand the current state of your business. It helps us build a relevant picture of possibilities, so we can offer focused, productive, and genuinely useful feedback to you.

Explain the main functions of your business and let us know how you get things done. We’ll be able to use this to build a process map of how work flows through your systems.

Our goal is to help you find potential areas for improvements and avoid any future costly traps in your processes.

Your Business

Business Name(Required)

Just so we know who we’re thinking about

Roughly how many people are in your business today?(Required)

Helps us shape solutions that fit the size of your team

Email to send solution ideas to(Required)

We’ll send a summary of ideas and recommendations after reviewing your answers

Your Name(Required)

So, we know what to call you!

Your People, Process & Platforms

What departments or roles make up your business today? (max 5)

Name(Required)

What are the main responsibilities or functions of this team?(Required)

What does this team spend most of their time doing?

What tools or software do they use to do their work?(Required)

Include any platforms or software they use regularly

Add another department or role

This helps understand team structure and how responsibilities are divided.

If you could improve just one thing about how your business runs, what would it be?

This helps highlight your top priority.

Are you happy for us to generate a visual map of how your business currently runs?

Yes

We’ll use your answers to produce a simple process map that shows how your teams, tools, and workflows connect.

Untitled