Business Details

Enter your trading or registered business name.
This field is required.
Who should we address the report to?
This field is required.
Where should we send your Health Check summary?
This field is required.
Only if you want to discuss your results with us.
This field is required.
Helps us understand your digital presence.
This field is required.

Business Profile

This field is required.
Business Type
This field is required.
Operational Footprint
This field is required.
Market Reach
This field is required.

1. Cashflow & Financial Stability

Are you experiencing cashflow pressure this quarter, and how comfortable are you managing it?
This field is required.
Do you have a clear view of your cashflow for the next 12 weeks?
This field is required.
This field is required.
Have you had late payments from customers in the last 90 days, and how manageable are they this quarter?
This field is required.
Do you have enough cash reserves to cover at least three months of costs, and how comfortable are you managing any shortfall?
This field is required.
Do you have real‑time visibility of your financial position?
This field is required.
This field is required.

2. Pricing, Costs & Profitability

Have you increased your prices this quarter?
This field is required.
How confident are you that the increase was sufficient?
This field is required.
This field is required.
This field is required.
Have your material or direct costs increased this quarter?
This field is required.
How significant is the increase?
This field is required.
This field is required.
When compared to Last Quarter and this time last year
This field is required.
How comfortable are you managing these cost increases this quarter?
This field is required.
This field is required.
How confident are you that current pricing still protects your margins?
This field is required.

3. Customers, Sales & Market Position

Are you passing any cost increases on to customers?
This field is required.
This field is required.
This field is required.
If customers are spending less or delaying decisions, how confident are you that you understand the reasons why?
This field is required.
How confident are you that your marketing is consistent and effective?
This field is required.
If you are losing customers to competitors, how confident are you that you understand the reasons why?
This field is required.
How confident are you that your sales pipeline for the next 90 days is sufficient to support your business needs?
This field is required.

4. People, Skills & Capacity

If you are finding it difficult to hire or retain staff, how confident are you that you understand the reasons why?
This field is required.
Have increased employment costs caused you to delay recruitment plans?
This field is required.
This field is required.
This field is required.
How confident are you that your business has the skills and capability needed to operate effectively this quarter?
This field is required.
How confident are you that decision‑making, roles, and responsibilities are clear across your business?
This field is required.
How confident are you that workload is manageable for you and your team this quarter?
This field is required.
How confident are you that your wellbeing and stress levels are manageable this quarter?
This field is required.

5. Technology, AI & Cybersecurity

How confident are you in your understanding of digital and AI trends?
This field is required.
How confident are you that your business systems are up to date, secure, and supporting your operations effectively?
This field is required.
How confident are you in your use of technology to improve business efficiency?
This field is required.
How confident are you in actively monitoring risks, compliance obligations, and operational changes?
This field is required.

6. Compliance, Tax & Statutory Obligations

Are you keeping up with your regulatory certifications (e.g., Gas Safety, HGV CPC, HETAS, NICEIC)?
This field is required.
This field is required.
This field is required.
How confident are you that you are keeping up with HMRC updates and statutory changes?
This field is required.
Do you have employees
This means anyone who works for your business on PAYE, including full‑time, part‑time, and zero‑hours staff. For headcount purposes: Full‑time staff = 1 headcount Part‑time staff = 0.5 headcount Zero‑hours staff = count as 0.5 if regularly working, otherwise 0 Directors on PAYE = count as employees Subcontractors, freelancers, and self‑employed workers = do NOT count Choose the band that best reflects your total headcount using the above rules.
This field is required.
Are you up to date with Employment legislation?
This field is required.
This field is required.
This field is required.
Are you confident your business meets basic GDPR and data protection requirements?
This includes how you store, process, and protect customer data.
This field is required.

7. Operations, Overheads & Supply Chain

Do you have a structured weekly or monthly operational plan?
This field is required.
This field is required.
This field is required.
Have your supplier costs increased this quarter?
This field is required.
This field is required.
This field is required.
Are you experiencing any delays or shortages from your suppliers this quarter?
This means any delays, shortages, or longer lead times from the suppliers you rely on.
This field is required.
This field is required.
Are your business overhead costs rising this quarter?
This means any increase in the ongoing costs required to run your business — whether you work from a premises, a workshop, a vehicle, or from home.
This field is required.
% value against last quarter
This field is required.
Are you experiencing any operational delays that are affecting your ability to deliver work on time?
This field is required.
This field is required.
This field is required.
How confident are you that your business processes are efficient and documented?
This means how confident you feel that your day‑to‑day business activities are clearly defined, run smoothly, and are written down in a way others can follow.
This field is required.

8. Strategy, Growth & Decision-Making

How confident are you in your leadership capacity this quarter?
This field is required.
Are you confident in your growth decisions for the next 12 months?
This field is required.
This field is required.
This field is required.
Do you have a clear, 12‑month rolling plan for stabilisation or expansion?
This field is required.
This field is required.
This field is required.
Are you confident in your business pricing, hiring and investment decisions?
This field is required.
This field is required.
This field is required.
Do you review your business performance quarterly?
This field is required.
This field is required.
Do you feel you would benefit from external support or advice?
This field is required.
e.g., financial clarity, operational structure, pricing, planning, stabilisation
This field is required.
Save Progress Saves your current progress and provides a link to resume later.
Scroll to Top