Business Growth Clarity app

Small Business Diagnostic — Master Intake & Report

Complete the form. Click “Generate Report”. Your report will address the owner by name and include KPIs, flags, and a 30/60/90-day roadmap.

Currency auto-formats by selection

0) Identify the owner

Owner’s full name *

Business name *

Email *

Phone

Country & currency *

Fiscal year start month

1) Business profile

Business model

Hold Ctrl/Cmd to select multiple.

Industry

Years in operation

Team size (FT)

Team size (PT/contractors)

Locations (no. of sites)

Primary goals (next 12 months)

Biggest current challenge

2) Customers & pipeline

Total customers (active)

New leads (last 30 days)

Qualified opps (last 30 days)

New customers (last 30 days)

Avg sales cycle (days)

Lead sources

Revenue by top 3 segments

Segment	% of revenue

3) Sales performance

Total revenue (last month)

Total revenue (YTD)

Avg order value (AOV)

Win rate (qualified → closed) %

Open deals (count)

Churn rate (monthly, %)

Sales channels

Sales tools / CRM

4) Marketing & acquisition

Marketing budget (last month)

Traffic (last 30 days)

Visitor → Lead (%)

Lead → Customer (%)

Email list size

Email open rate (%)

Email click rate (%)

Referral program?

Referrals last month (if yes)

Unique value proposition (1–2 lines)

Spend by channel

Channel	Spend	Attributed revenue (optional)

Add attributed revenue to compute ROAS per channel.

5) Website & SEO

Website URL

Pagespeed score (0–100)

Monthly organic visits

Keywords in top 10

Analytics / GA4 set up?

6) Social media

Platforms used

Monthly social ad spend

Followers by platform

Platform	Followers

Avg posts per week

Top-performing content theme

7) Products / Services & pricing

Gross margin target (%)

Discounts/promos last 30 days (currency or %)

Refunds/returns last 30 days (count)

Refunds/returns value (currency)

Offer list

Name	Type	Price	COGS per unit	Units sold (last month)

8) Operations & fulfilment

Avg fulfilment time (days)

On-time delivery rate (%)

Stockouts (last 30 days)

Supplier count

Key software stack

Top 3 supplier OTIF %

Supplier	OTIF %

9) Finance — revenue & cash

Recurring revenue (MRR)

Deferred revenue balance

Accounts receivable

Avg days to collect (AR)

Cash on hand

Avg monthly net cash flow

Runway (months)

Revenue streams

Stream	% of revenue

10) Expenses (OPEX & COGS)

COGS (last month)

Payroll & contractors (last month)

Rent & utilities (last month)

Software subscriptions (last month)

Marketing / ads (last month)

Office & supplies (last month)

Insurance premiums (monthly)

Loan repayments (monthly)

Taxes paid (YTD)

Owner’s draw/dividends (YTD)

Other recurring expenses

Name	Monthly amount

11) Debt, credit & funding

Credit card balances

Avg APR (%)

Seeking funding in next 12 months?

Target amount

Current loans / credit lines

Lender	Type	Origination date	Outstanding	Interest %	Monthly payment	Maturity date

12) Customer success & retention

NPS (−100 to +100)

Support tickets (last 30 days)

Avg first response time (hours)

Repeat purchase rate (%)

Active loyalty program?

13) Compliance & risk

Required licenses up-to-date?

Data protection (DPA/GDPR)

Cybersecurity measures

Business continuity plan?

14) Goals & forecasting

Target monthly revenue (next 3 months)

Target profit margin (%)

Headcount plan (next 6 months)

Top 5 priorities this quarter (bulleted)

15) Consents & preferences

Allow data processing to create recommendations? *

Preferred report tone

Re-check frequency

Small Business Diagnostic — Master Intake & Report

0) Identify the owner

1) Business profile

2) Customers & pipeline

3) Sales performance

4) Marketing & acquisition

5) Website & SEO

6) Social media

7) Products / Services & pricing

8) Operations & fulfilment

9) Finance — revenue & cash

10) Expenses (OPEX & COGS)

11) Debt, credit & funding

12) Customer success & retention

13) Compliance & risk

14) Goals & forecasting

15) Consents & preferences

Generated Report

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