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Business Health Check Report
Hartley & Co. Ltd
Prepared for James Hartley  ·  Professional Services  ·  June 2026
58%
Overall Business Health Score
Developing
🧭 Leadership
63%
Developing
📣 Marketing
33%
Needs Work
💼 Sales
80%
Strong
📦 Product
57%
Developing
⚙️ Operations
70%
Developing
💰 Cash Flow
40%
Needs Work

Business Health Radar

A visual snapshot of how your business performs across all 6 pillars

📋 Executive Summary


This report is based on 36 diagnostic questions across the 6 pillars of business growth, completed by James Hartley for Hartley & Co. Ltd.

Your overall score of 58% indicates a business with real strengths but meaningful gaps. You have a strong sales function — a genuine competitive advantage — but Marketing and Cash Flow are creating drag on the whole business. Closing those two gaps alone would have a disproportionate impact on your revenue trajectory and financial confidence.

Areas needing immediate attention: 📣 Marketing, 💰 Cash Flow.

Strongest pillar: 💼 Sales (80%) — protect this and use it as the anchor for growth.

🔍 Pillar Analysis


🧭 Leadership 63% — Developing

You have the foundations of good leadership but gaps remain. There is a risk that your team is operating without full clarity on the direction or values of the business — this leads to poor decisions being made without you in the room. The vision exists in your head but hasn't been fully externalised into a strategy your team can act on independently.

  • Critical gaps: 1 area scored 1–2, indicating it is not in place or rarely practised.
  • Inconsistent areas: 2 areas scored 3 ("Sometimes") — need moving from occasional to consistent.
Critical gaps to address:
You have a documented strategy for doubling revenue in the next 3 years.

📣 Marketing 33% — Needs Work

Your marketing is not generating a reliable pipeline. Without a clear brand message, defined customer profile and consistent presence, you are relying on word of mouth and luck. This is the single biggest constraint on your growth — your sales team is strong, but they don't have enough leads to work with.

  • Critical gaps: 4 areas scored 1–2.
  • Inconsistent areas: 1 area scored 3 ("Sometimes").
Critical gaps to address:
A clear, written BrandScript — the one-page story of who you help and why it matters.
A consistent presence across the channels your ideal customers use.
A lead magnet or value-first offer that generates inbound enquiries.
Measurement of which marketing activities generate the most leads.

💼 Sales 80% — Strong

Your sales process is performing well. You have a documented process, your team follows a consistent SalesScript, and you're tracking your numbers. This is your biggest competitive advantage. The focus now is feeding more leads into a funnel you already know how to convert.

📦 Product 57% — Developing

You have good products but may not be maximising their profitability. A Product Profitability Audit will likely reveal that 20% of your offerings generate 80% of your profit — and some may be costing you money. There is also an opportunity to simplify your range.

Critical gaps to address:
You know the exact gross profit margin of every product or service you offer.
Every offering has a clear Product Brief with defined scope and pricing rationale.

⚙️ Operations 70% — Developing

Your operations work but they are too dependent on individuals and informal knowledge. You have meeting rhythms in place — a strong foundation — but if a key person left tomorrow the business would feel it acutely. Documenting your core processes will move this from Developing to Strong.

💰 Cash Flow 40% — Needs Work

Cash flow is a critical risk area. Without visibility of your forward-looking numbers and a disciplined invoicing process, you are vulnerable to a cash squeeze even in strong revenue months. Many businesses that fail are profitable on paper — they simply run out of cash.

Critical gaps to address:
A rolling 90-day cash flow forecast reviewed at least monthly.
A clear, enforced process for chasing late payments.
At least 3 months of operating expenses held in reserve.

🗓️ 90-Day Action Plan


Based on the three lowest-scoring pillars, here is a personalised 90-day plan. Month 1 builds foundations, Month 2 builds systems, Month 3 locks in momentum.

Focused priorities: 📣 Marketing, 💰 Cash Flow, 📦 Product.

📣 90-Day Focus: Marketing

Score: 33% — Needs Work

Month 1
Foundation
  • Write your BrandScript: the one-page story of who you help and how
  • Define your Ideal Customer Profile (ICP) in writing
  • Audit your website — does it lead with your customer's problem?
Month 2
Systems
  • Update all marketing assets using your new BrandScript
  • Set up a consistent content plan (1× per week minimum)
  • Launch a lead magnet that attracts your ICP
Month 3
Momentum
  • Set up tracking for lead source and lead quality
  • Review and optimise top 3 marketing activities
  • Test a paid channel to supplement organic leads

💰 90-Day Focus: Cash Flow

Score: 40% — Needs Work

Month 1
Foundation
  • Build a 90-day cash flow forecast in a spreadsheet
  • Identify your monthly break-even revenue figure
  • Implement a 7-day invoice follow-up process
Month 2
Systems
  • Review P&L monthly with your accountant
  • Set up a business savings account — target 2-month reserve
  • Audit subscriptions — cut anything not generating ROI
Month 3
Momentum
  • Introduce a monthly finance review (block it in the diary)
  • Build a 12-month financial forecast
  • Review pricing — eliminate reactive discounting

📦 90-Day Focus: Product

Score: 57% — Developing

Month 1
Foundation
  • List every product/service and calculate gross margin on each
  • Identify your top 3 most profitable offerings
  • Flag anything operating below 30% margin
Month 2
Systems
  • Write a Product Brief for each of your top 3 offerings
  • Simplify your range — remove or reprice bottom performers
  • Review pricing against target margins
Month 3
Momentum
  • Run a customer feedback process on core offerings
  • Build a 12-month product roadmap
  • Introduce a quarterly Product Profitability Audit

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