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Module 1: Profit Diagnostics | Net Profit Workshop
Module 1

Profit Diagnostics

Identify where your profit is created, consumed, and lost

The Profit Reality Map

Force self-classification, not explanation. See the problem yourself.

Instructions: List real examples from your business. Be honest, not impressive.
A The Three Buckets
💰

Profit Creators

  • Customers that buy easily, without discounting
  • Offers with clean delivery and predictable margin
  • Work that doesn't require constant owner input
📉

Profit Consumers

  • Services that always run over time
  • Clients that renegotiate after agreement
  • Roles created to manage complexity
⏰

Busy Work

  • Decisions you still make out of habit
  • Meetings that exist because clarity doesn't
  • Tasks that don't change outcomes
B Reality Check

The Silent Profit Leak Scorecard

Rate each statement from 1 to 5. Be brutally honest about where profit is leaking.

Scale: 1 = Rarely/Not true | 3 = Sometimes/Inconsistent | 5 = Constantly/Very true
💸

Pricing Leaks

Statement Your Score Comments
Discounts are offered without a clear strategy or defined guardrails.
1
Pricing decisions are often made to close deals rather than protect margin.
1
Some prices are based on historical decisions rather than current value or costs.
1
We rarely review or update pricing even when costs, scope, or value change.
1
Team members lack clear guidance on when discounting is acceptable.
1
Pricing Leaks Score 5
💰

Cost Leaks

Statement Your Score Comments
Roles, salaries, or contractors are not clearly tied to measurable outcomes.
1
We pay for tools or software that are rarely reviewed for ROI or usage.
1
Costs tend to creep up over time without a clear trigger or accountability.
1
It's difficult to clearly identify which expenses directly support profit creation.
1
Cost decisions are often made reactively rather than based on performance data.
1
Cost Leaks Score 5
👤

Owner Leaks

Statement Your Score Comments
The owner is the default decision-maker for most operational issues.
1
The owner spends more time firefighting than working on growth or strategy.
1
Key decisions slow down when the owner is unavailable.
1
Team members frequently escalate issues instead of solving them independently.
1
The business relies heavily on the owner's experience rather than documented systems.
1
Owner Leaks Score 5
⏳

Busy Work Leaks

Statement Your Score Comments
Reports are produced regularly but rarely used to drive decisions.
1
Meetings often end without clear decisions or assigned actions.
1
Staff stay busy, but it's unclear how their work contributes to profit or outcomes.
1
Time is spent maintaining processes that no longer add real value.
1
Activity is often rewarded more than results.
1
Busy Work Leaks Score 5

Profit Focus Diagnostic

Rate each statement from 1 to 5. Don't overthink it - we're looking for patterns.

Scale: 1 = Rarely/Not true | 3 = Sometimes/Inconsistent | 5 = Constantly/Very true
1

Profit Creator Weakness

Statement Your Score Comments
Our revenue depends heavily on one-off work rather than repeat, high-margin customers.
3
Many of our offers require customisation to win work.
3
Discounting or price negotiation is common to close deals.
3
We struggle to clearly articulate which offers or customers actually drive net profit.
3
Revenue growth has not translated into predictable profit improvement.
3
Profit Creator Weakness Score 15
2

Profit Consumers

Statement Your Score Comments
Clients frequently request work outside the original scope.
3
Services or projects often take longer than expected to deliver.
3
Internal rework, fixes, or handovers regularly eat into delivery time.
3
Some customers generate revenue but consistently create stress or complexity to us.
3
We rarely stop or redesign unprofitable services or client relationships.
3
Profit Consumers Score 15
3

Busy Work & Owner Drag

Statement Your Score Comments
I am involved in many day-to-day decisions that others could potentially handle.
3
Team members frequently ask the same questions instead of following documented processes (or there is an absence of knowledge base).
3
Important knowledge lives in people's heads rather than in systems or documentation.
3
There are recurring meetings that don't lead to clear actions or outcomes.
3
When someone is away, work slows down or problems escalate quickly.
3
Busy Work & Owner Drag Score 15

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