Free self-assessment

The Business Systems Assessment for growing businesses.Built for 5 to 50 employees, not enterprise IT.

Most readiness assessments are built for enterprise IT: governance committees, cloud programs, security frameworks, and transformation roadmaps. This one is built for owners and operators. In 28 questions, it scores the seven areas where growing businesses most often lose time, money, and visibility, then identifies the area we would examine first. No technical knowledge required.

Who this is for, and who it isn't

This is for established businesses with paying customers, repeatable work, and a team: contractors and local services, law firms, agencies, real estate offices, e-commerce companies, and small manufacturers.

It is not an enterprise technology assessment. If you run a large organization with dedicated IT, security, and procurement teams, you need a different framework. It is also not designed for pre-revenue startups or solo founders who do not yet have repeatable workflows to assess.

What you get, and what we ask for

After the last question, you'll enter your name, email, business name, industry, and team size. Your results appear immediately on this page: a score for each of the seven areas, your strongest area, your biggest gap, and what to examine first.

We receive your answers so we can review them before any Business Systems Review you choose to book. We do not sell your information, and submitting the assessment does not add you to marketing emails unless you separately opt in to the Field Report.

7-Point Assessment28 questions

How strong are the systems behind your business?

Twenty-eight questions across the seven areas where growing businesses quietly lose time, money, and visibility. No technical knowledge required.

  • 28 questions, about four minutes
  • Immediate scored result, out of 56
  • Names your strongest area, weakest area, and what to fix first
  • Results show on this page after you submit a name and email

Built for established businesses with roughly 5 to 50 employees. If that is not you, the score may still be useful, but it will be less specific to your situation.

What the score means

The maximum score is 56.

42 to 56: Strong foundation. Your systems are generally consistent enough to support improvement. The work is deciding which two or three changes create the strongest business case.

24 to 41: Partly systemized. Some areas are ready to improve now while others need a stronger process first. Start with the weakest area and work in sequence.

Below 24: Strengthen the process first. The biggest gains are likely to come from ownership, documentation, handoffs, and basic operating discipline before adding more tools.

The scoring is intentionally blunt. Every question asks what the operation does today, not what the policy says should happen. Answer based on a normal Tuesday, not the ideal version of the process.

What happens after

Nothing, unless you want it to. The score and gap readout are yours either way. If you want someone to pressure-test the result, the next step is a Business Systems Review. If the issues are significant enough to justify deeper work, a Business Systems Diagnostic maps your actual workflows, numbers, bottlenecks, and priorities. If lead intake is the obvious leak, the Missed Call Cost Calculator can put a conservative dollar estimate on one part of it using your own call volume and average ticket.

Questions operators ask before taking it

01Is this the paid diagnostic?
No. This is the free Business Systems Assessment: 28 questions and an immediate scored readout. The Business Systems Diagnostic is a separate paid consulting engagement. We work with you and your team, map how the operation actually runs, apply your real numbers, and deliver a prioritized written plan. The free assessment helps you decide whether deeper work is worth considering.
02Will you try to sell me something regardless of my score?
No. The score should influence the recommendation. If the process is weak, the next step may be documentation, ownership, or workflow cleanup that you can handle internally. If the foundation is strong and the gap is specific, a deeper diagnostic or implementation may make sense. The recommendation should follow the problem, not the service we happen to sell.
03What happens to my answers?
They're stored with the information you submit and reviewed before any Business Systems Review you choose to book. They are not sold, and completing the assessment does not subscribe you to marketing unless you separately opt in to the Field Report.
04What does the score actually measure?
Systems maturity, not technical knowledge. Every question asks how the operation handles a real situation today: a lead after hours, a quiet quote, an invoice after a job, a handoff between people. Higher scores indicate more consistent ownership, process, visibility, and repeatability. Lower scores point to areas where the process itself needs attention first.