Ever wondered how your company measures up when it comes to critical operating fundamentals?

Many entrepreneurs find themselves overwhelmed by the demands of running a business, hindering their ability to execute their vision.

This operational audit is your opportunity to uncover strengths and pinpoint areas for immediate improvement.


1 of 20
Your company has a clear MISSION that includes the problem you're solving and why you're solving it.  It’s documented & communicated to anyone & everyone that interacts with your business.


2 of 20
Your company has clearly defined its target customer (the people you're solving the problem for) and you've sized the market to understand how many customers you can actually reach.


3 of 20
Your company operates from a budget model, compares its estimate-to-actuals every month, & updates its 12-mo cash forecast accordingly.


4 of 20
Your company has a clear competitive advantage over other companies solving the same problem as you.


5 of 20
Your company has created an effective marketing plan that brings prospects into your sales funnel and converts them to paying customers.


6 of 20
Your company has a clear vision in writing that paints the picture of what the company is building towards five to ten years out.


7 of 20
Your company has uncovered & documented its core values and they're used to attract & manage like-minded colleagues on a regular basis.


8 of 20
Your company has a detailed org structure that lists everyone's core responsibilities, and it's updated regularly.


9 of 20
Your company uses a personality-assessment tool to ensure everyone in the company is doing work that's best suited for their natural tendencies.


10 of 20
Your company has a solid hiring process that thoroughly vets candidates to ensure they are a good culture fit and have the proper skills, experience, & behavioral tendencies for the role.


11 of 20
Your company has systems in place for regular training & ongoing development of your team, including regular 1:1's, and a professional development budget.


12 of 20
Your company has curated a culture that tends to the team's core human needs (certainty, variety, connectedness, significance, growth, & contribution).


13 of 20
Your company meets quarterly to review progress, discuss learnings, and plan the highest-priority work for the next 90 days.


14 of 20
Your company uses a cloud-based work management platform (e.g. Asana, BaseCamp, Notion, Monday, Trello, etc.) to centralize the team's issues, tasks, and projects.


15 of 20
Your company uses technology tools effectively to remove friction from the organization and improve team productivity.


16 of 20
Everyone in the company is involved in at least one recurring meeting per week to share information, review progress, solve issues, & adjust plans accordingly.


17 of 20
Your company sets goals annually & quarterly and checks progress towards those goals at least monthly.


18 of 20
Your company uses information in the form of scorecards & dashboards to make data-driven decisions.


19 of 20
Your company's processes & principles are documented, updated regularly, and stored in a centralized location that's easily accessible by the entire team.


20 of 20
Your company has systems for receiving regular feedback from customers & employees that's reviewed at least quarterly.
All done! Fill out the form below to receive your results.




Sorry about that, it seems our system experienced an error while submitting your answers. Please try again so we can get you those audit results and you can start leveling up your business. Keep going!

If it happens more than once, please send me an email directly and we'll take a look. You can reach me at scott@visiontolife.com and I will respond. 

Thanks for your patience!