the eight vital signs
Business health checkup
Twenty-four statements across eight vital signs. Rate how true each is for your business today — not where you hope to be. About seven minutes, and every retake is tracked so you can watch the shape change month to month.
1 — Profitability
I know my exact profit margin per product or service, not just overall.
My prices are set deliberately with a strategy, not just by copying competitors.
I review which products or services make money and which quietly lose it.
2 — Sales engine
I have a clear, repeatable sales process from first contact to closed deal.
Leads are followed up on time, every time — nothing dies from silence.
I know my conversion rate from inquiry to closed sale.
3 — Marketing & brand
New customers consistently discover us without me personally chasing each one.
Customers can name a specific reason we're different from competitors.
We publish and promote consistently — not just in bursts when sales dip.
4 — Customer retention
A healthy share of my revenue comes from repeat customers.
I know why customers leave when they leave.
Customers actively recommend us without being asked.
5 — Cash discipline
I know how many months my business survives if sales stop today.
Money owed to me gets collected on time, without drama.
I plan next month's cash position before the month begins.
6 — Competitive moat
If a well-funded competitor copied me tomorrow, my customers would stay.
I have at least one advantage that took years to build.
Switching away from us would genuinely cost customers something.
7 — Team & people
My last three hires turned out the way I hoped.
My best people stay, grow, and take on more ownership over time.
Difficult conversations happen early instead of being avoided.
8 — Systems & operations
The business runs for a week without me and nothing breaks.
Our key processes are written down, not living in one person's head.
We review our numbers on a fixed rhythm — weekly and monthly, without fail.
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