Identify where your profit is created, consumed, and lost
Force self-classification, not explanation. See the problem yourself.
Rate each statement from 1 to 5. Be brutally honest about where profit is leaking.
| 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 |
| 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 |
| 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 |
| 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 |
Rate each statement from 1 to 5. Don't overthink it - we're looking for patterns.
| 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 |
| 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 |
| 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 |
We use cookies to improve your experience on our site. By using our site, you consent to cookies.
Manage your cookie preferences below:
Essential cookies enable basic functions and are necessary for the proper function of the website.
Google Tag Manager simplifies the management of marketing tags on your website without code changes.
These cookies are used for managing login functionality on this website.
Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.
Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.
Service URL: policies.google.com (opens in a new window)
Vimeo is a video hosting platform for high-quality content, ideal for creators and businesses to showcase their work.
Service URL: vimeo.com (opens in a new window)
Marketing cookies are used to follow visitors to websites. The intention is to show ads that are relevant and engaging to the individual user.
Facebook Pixel is a web analytics service that tracks and reports website traffic.
Service URL: www.facebook.com (opens in a new window)
TikTok Pixel is a tracking tool that measures user interactions and optimizes ad campaigns on the TikTok platform.
Service URL: ads.tiktok.com (opens in a new window)