Business Scorecards
30 ten-minute scorecards. 4 are free to take right now — the full set comes with membership.
Free — no sign-up needed
Cash Flow & Financial Fitness
How confidently you can pay the bills, plan ahead and ride a quiet month.
A taste of the questions
- “I can tell you the cash in the bank right now without logging in to check.”
- “I know what's coming in and going out over the next 90 days.”
- “If sales stopped tomorrow, the business could pay its bills for at least 3 months.”
Marketing Effectiveness
Whether your marketing actually brings in customers — and you can prove it.
A taste of the questions
- “I know where my best customers came from.”
- “I have a clear, written description of my ideal customer.”
- “I have a marketing budget, and I stick to it.”
Customer Experience
What it actually feels like to buy from you — start to finish.
A taste of the questions
- “Customers find it easy to get in touch with us.”
- “We respond quickly to enquiries — same business day.”
- “Buying from us is simple, not a hassle.”
Operational Efficiency
How smoothly the day-to-day actually runs.
A taste of the questions
- “We have documented processes for the things we do most often.”
- “A new team member could be productive within a week.”
- “Recurring tasks happen on time without me chasing.”
Members-only scorecards
Members get all 30 scorecards — plus history, PDF reports and Momentum.
Money
Pricing & Margin
MembersWhether your prices reflect the value you deliver — and the cost of delivering it.
Bookkeeping & Tax Readiness
MembersThe boring-but-vital admin that keeps you out of trouble at year end.
Funding & Investment Readiness
MembersHow ready you are to ask a bank, investor or lender for money.
Marketing
Brand Clarity
MembersHow clearly the world understands who you are and who you're for.
Digital Presence & SEO
MembersWhether people can find you online when they're ready to buy.
Social Media Health
MembersWhether social is helping you grow — or just eating your time.
Email Marketing
MembersThe most underrated, highest-ROI marketing channel for most small businesses.
Sales Process & Pipeline
MembersWhether you have a repeatable way to turn interest into paying customers.
Customers
Customer Retention & Loyalty
MembersKeeping customers is far cheaper than finding new ones.
Reviews & Reputation
MembersWhat people find when they search your name.
Product / Service Quality
MembersWhether what you deliver is reliably as good as you say it is.
Operations
People
Team & Hiring
MembersWhether you have the right people in the right seats.
Leadership & Culture
MembersThe kind of place this is to work — including for you.
Delegation & Org Design
MembersWhether the business can run without you at the centre of everything.
Strategy
Growth Readiness
MembersWhether the business is ready to handle the next stage of growth.
Innovation & New Products
MembersHow well you bring new offers to market without betting the farm.
Strategic Planning
MembersWhether the business is actually heading somewhere, on purpose.
Competitor Awareness
MembersKnowing the landscape you're playing in — without obsessing over it.
Risk
Risk & Compliance
MembersThe boring stuff that quietly protects everything else.
Cyber Security & Data
MembersNot waiting until you get hacked to take this seriously.
Insurance & Legal
MembersThe protections you only notice when you need them.
Sustainability & ESG
MembersHow your business stacks up on the things customers and staff increasingly care about.
30 scorecards across money, marketing, customers, operations, people, strategy, risk and the owner — plus history, PDF reports and Momentum.
See membership plans