Discover exactly where your business is bleeding money — and what to fix first.
For owner-operators generating $500K+ in annual revenue
How it works: Rate your business honestly in each of the 10 areas below using the 1–5 scale. Your charts update automatically as you score. Once all 10 are complete, enter your name and email to unlock your personalized results.
Scale: 1 = This is a real problem · 3 = We're okay but inconsistent · 5 = We have this handled
How Your Score Is Calculated
Each of the 10 areas is scored 1–5, so your total falls somewhere between 10 and 50. That total maps to one of four tiers below — this is exactly what determines your results, no hidden weighting or guesswork.
40–50Strong Foundation
28–39Significant Leaks Present
15–27High Recovery Potential
10–14Urgent Intervention Needed
Progress0 / 10 sections scored
1. Pricing Power
1 of 10
Are you charging based on the value you deliver — or based on fear, competition, or habit?
1 — We undercharge. I know it, but raising prices feels risky.
3 — Our pricing is okay, but it hasn't been reviewed in over a year.
5 — Our pricing reflects true value and we raise it regularly without losing good clients.
Why it matters: Underpricing is the single fastest profit leak. A 10% price increase on $1M revenue = $100K in pure profit without a single new client.
2. Profit Margin Clarity
2 of 10
Do you know your true net margin — by product, service, or client type?
1 — I track revenue, but I'm not clear on where I'm actually making money.
3 — I have a general sense of margins but haven't broken it down by offer or client.
5 — I know exactly which offers, clients, and channels are most profitable — and I prioritize them.
Why it matters: Most businesses have 1–2 offers generating 80% of profit. Identifying them lets you cut what drains you and double down on what works.
3. Revenue Recovery
3 of 10
Do you have systems to recapture lost deals, lapsed clients, and unconverted leads?
1 — When a deal falls through or a client goes quiet, we move on.
3 — We follow up sometimes, but it's inconsistent and depends on who remembers.
5 — We have documented follow-up sequences for lost deals, lapsed clients, and warm leads.
Why it matters: The average business has 20–40% of next year's revenue sitting in its existing database. Most never chase it.
4. Owner Dependence
4 of 10
Can your business run smoothly for two full weeks without you?
1 — No. If I'm gone, things stall, slow down, or fall apart.
3 — It can survive, but key decisions wait for me and quality slips.
5 — My team handles operations, decisions, and delivery without me in the room.
Why it matters: A business that can't run without its founder isn't a business — it's a job. And a job is nearly impossible to sell at a premium.
5. Team Accountability
5 of 10
Does your team execute without constant supervision — or do they wait for you?
1 — My team relies on me for direction, approvals, and problem-solving daily.
3 — Some team members are self-sufficient, but others still pull me into the details.
5 — Clear ownership, KPIs, and accountability systems mean the team runs on its own.
Why it matters: Every hour you spend managing instead of leading is an hour of strategic value lost. A self-accountable team multiplies your leverage.
6. Systems & Documentation
6 of 10
Are your core operations documented, repeatable, and consistently followed?
1 — Most of how we do things lives in people's heads — especially mine.
3 — We have some documentation, but it's incomplete or outdated.
5 — Core processes are documented, trained, and consistently followed by the team.
Why it matters: Undocumented systems create a dependency on specific people. When those people leave, the process goes with them — and so does your profit.
7. Sales Consistency
7 of 10
Is your pipeline predictable — or does revenue feel like a monthly surprise?
1 — Sales are unpredictable. Some months are great, others are scary.
3 — We have some pipeline visibility but close rates and lead flow fluctuate significantly.
5 — Consistent lead source, defined sales process, and a predictable close rate.
Why it matters: Unpredictable revenue forces reactive decisions. Consistent pipeline lets you plan, hire, and invest with confidence.
8. Operational Waste
8 of 10
Have you identified and eliminated the biggest time and money drains in your business?
1 — I suspect there's significant waste, but I haven't audited it.
3 — We've cut some obvious waste, but I know there's more hiding in the business.
5 — We've done a formal review of time, spend, and processes — waste is actively managed.
Why it matters: Most $1M–$5M businesses have $50K–$200K in recoverable profit sitting in inefficiency, redundancy, and unchased revenue.
9. Exit Readiness
9 of 10
If a serious buyer looked at your business today, would they see a premium asset?
1 — Honestly, no. Too owner-dependent, thin margins, nothing documented.
3 — It would be sellable, but I'd likely get lowballed on the multiple.
Why it matters: A business built for exit commands maximum profit, maximum freedom, and maximum options — whether you sell or not.
10. Strategic Focus
10 of 10
Are you spending most of your time on CEO-level work — or still doing the $20/hour tasks?
1 — I spend most of my time in the weeds: client work, operations, admin.
3 — I've delegated some things, but I'm still pulled into too many operational details.
5 — I spend the majority of my time on strategy, relationships, and high-leverage growth activities.
Why it matters: The founder's time is the most valuable — and most wasted — resource in most small businesses.
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Your Profit Leak Profile
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Section Breakdown
Overall Score
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0
out of 50
Your Biggest Profit Leaks:
Ready to fix what you found?
Your audit score tells you that there's profit being left on the table. A free Clarity Call tells you exactly where it is — and what to do about it first. In 45 minutes, we'll walk through your highest-leverage opportunity and what fixing it would look like.