Small Business Health Check

A simple, powerful snapshot of your business’s current health and direction.

This assessment helps you understand the current health of your business across the six pillars of the Propel Framework™. Your results will highlight where you are strong, where you may feel stretched, and what areas need clarity, support, or structure.

Instructions:
Rate each statement on a scale of 1–5 based on how true it is for your business today.

1 = Not true at all
2 = Rarely true
3 = Sometimes true
4 = Mostly true
5 = Very true

First Name

Email *

P — PERSONALIZE (Self-Awareness & Leadership Clarity)

1. I understand my business owner wiring (visionary, operator, technician, or blend) and work in alignment with it. *

2. I know exactly how I make decisions and what information I need to feel confident. *

3. I have a sustainable work rhythm that supports clarity, rest, and productivity. *

4. I am aware of my strengths and weaknesses as a leader and lead accordingly. *

5. I know which responsibilities energize me and which ones drain me. *

REFINE (Vision & Strategy)

6. I have a clear picture of where my business is going in the next 1–3 years. *

7. My business has defined priorities for this year that guide focus and decision-making. *

8. I know what success looks like this quarter. *

9. I revisit my goals and direction regularly (monthly or quarterly). *

10. My business moves forward with intentionality, not just reaction. *

ORGANIZE (Financial Clarity & Stability)

11. I understand my business finances and can read my numbers confidently. *

12. I have a predictable cash flow system which I understand (90-day view). *

13. I know how much I can pay myself or reinvest each month without guessing. *

14. My pricing, margins, and profitability are monitored and reviewed regularly. *

15. I receive timely, accurate financial reports that help me make decisions. *

PEOPLE (Team, Roles, & Leadership)

16. The right people are filling the right roles in my business. *

17. I communicate expectations clearly to my team. *

18. My team supports the vision and contributes to forward momentum. *

19. I delegate effectively and avoid doing everything myself. *

20. My team has the skills and capacity needed to support the business this year. *

ESTABLISH (Systems, Processes & Structure)

21. My core processes are documented and repeatable. *

22. Systems help the business run smoothly even when I’m unavailable. *

23. My business has structure without being rigid or overwhelming. *

24. I have simple dashboards or reports that show what’s working and what’s not. *

25. Technology and tools support efficiency rather than create chaos. *

LEVERAGE (Partnerships & Support)

26. I have strong relationships with outside professionals who strengthen the business. *

27. I’m not running the business alone; I invite perspective, accountability, and expertise. *

28. I have strategic partners who help me reach new clients or expand capability. *

29. I feel supported as a leader and not isolated. *

30. I invest in the right advisors (CFO, CPA, marketing, legal, etc.) to support the business. *