Business Snapshot Ready Save & finish later Business Snapshot Let’s build a clear picture of your business. This is your chance to capture where things are today before you and Jerome decide what matters most and build your Business Roadmap together. 01Short, guided stepsOnly a few questions appear at a time. 02No scoring or diagnosisThis is simply a snapshot of the information you provide. 03Come back anytimeOnce you enter your email, you can save and return using a private link. Owner & Business Snapshot First, the basics Tell us who you are and the business we are working with. Your name * Company / business name * Email * Phone * Owner & Business Snapshot A quick business snapshot A few numbers help put the rest of your answers in context. Years operating * Team size * Annual turnover * Owner & Business Snapshot What does the business do? Keep this high level - just the main services and customers. Core services * Main customer types * Owner & Business Snapshot Your role in the business Help Jerome understand where your time goes now and where you want it to go. Owner's current role * Owner hours per week * Desired owner role * Owner & Business Snapshot What stands out right now? There is no need to solve anything here - just tell us what you see. Biggest challenge * Biggest opportunity * Owner & Business Snapshot Where do you want to get to? Finish the snapshot with the bigger picture and what success would mean to you. 3-year ambition * What would make your work with Rise Advisory worthwhile? * Section 1 of 6 Financial Performance Are we making enough money? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Clear view of annual turnover? No Yes Not sure · N/A Track gross profit ($ and %)? No Yes Not sure · N/A Track net profit ($ and %)? No Yes Not sure · N/A Section 1 of 6 Financial Performance Are we making enough money? Owner wage / drawings accounted for? No Yes Not sure · N/A Clear view of cash flow? No Yes Not sure · N/A Monitor debtors and creditors? No Yes Not sure · N/A Finance commitments understood? No Yes Not sure · N/A Section 1 of 6 Financial Performance Are we making enough money? Review financial reports regularly? No Yes Not sure · N/A Budget or forecast in place? No Yes Not sure · N/A Labour charge-out rate reviewed? No Yes Not sure · N/A Know your true labour cost? No Yes Not sure · N/A Section 1 of 6 Financial Performance Are we making enough money? Understand markup vs margin? No Yes Not sure · N/A Know your material margins? No Yes Not sure · N/A Job costing in place? No Yes Not sure · N/A Track quoted vs actual hours? No Yes Not sure · N/A Section 1 of 6 Financial Performance Are we making enough money? Capture and charge variations? No Yes Not sure · N/A Know your most profitable work / customers? No Yes Not sure · N/A Section 1 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand Financial Performance before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Section 2 of 6 People & Leadership Do we have the right people in the right seats? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Team structure clearly defined? No Yes Not sure · N/A Roles and responsibilities clear? No Yes Not sure · N/A Owner's role clearly defined? No Yes Not sure · N/A Capable 2IC in place? No Yes Not sure · N/A Section 2 of 6 People & Leadership Do we have the right people in the right seats? Leadership capability beyond the owner? No Yes Not sure · N/A Measure or manage team productivity? No Yes Not sure · N/A Know your next recruitment needs? No Yes Not sure · N/A Confident retaining key staff? No Yes Not sure · N/A Section 2 of 6 People & Leadership Do we have the right people in the right seats? Performance management process in place? No Yes Not sure · N/A Clear training and development approach? No Yes Not sure · N/A Remuneration and incentives intentional? No Yes Not sure · N/A Strong culture and accountability? No Yes Not sure · N/A Section 2 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand People & Leadership before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Section 3 of 6 Sales & Marketing Where is the work coming from? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Report revenue by customer / type? No Yes Not sure · N/A Understand your work mix? No Yes Not sure · N/A Know top 10 customers and revenue share? No Yes Not sure · N/A Section 3 of 6 Sales & Marketing Where is the work coming from? Understand customer concentration risk? No Yes Not sure · N/A Track lead sources? No Yes Not sure · N/A Know monthly enquiry volume? No Yes Not sure · N/A Know your quote conversion rate? No Yes Not sure · N/A Section 3 of 6 Sales & Marketing Where is the work coming from? Know your average job value? No Yes Not sure · N/A Active sales pipeline? No Yes Not sure · N/A Repeat or recurring work? No Yes Not sure · N/A Strong referral relationships? No Yes Not sure · N/A Section 3 of 6 Sales & Marketing Where is the work coming from? Consistent marketing activity? No Yes Not sure · N/A Clear responsibility for sales? No Yes Not sure · N/A Section 3 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand Sales & Marketing before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Section 4 of 6 Operations & Systems Can the business run efficiently without the owner? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Consistent quoting process? No Yes Not sure · N/A Use job management software effectively? No Yes Not sure · N/A Clear scheduling system? No Yes Not sure · N/A Timesheets completed consistently? No Yes Not sure · N/A Section 4 of 6 Operations & Systems Can the business run efficiently without the owner? Clear purchasing / materials process? No Yes Not sure · N/A Job costing completed consistently? No Yes Not sure · N/A Variations processed consistently? No Yes Not sure · N/A Invoices sent promptly? No Yes Not sure · N/A Section 4 of 6 Operations & Systems Can the business run efficiently without the owner? Proactive debtor management? No Yes Not sure · N/A Key SOPs documented? No Yes Not sure · N/A Track useful KPIs? No Yes Not sure · N/A Regular meeting rhythm? No Yes Not sure · N/A Section 4 of 6 Operations & Systems Can the business run efficiently without the owner? Quality-control process in place? No Yes Not sure · N/A Track and reduce rework / callbacks? No Yes Not sure · N/A Use technology and automation effectively? No Yes Not sure · N/A Can operations run without the owner in everything? No Yes Not sure · N/A Section 4 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand Operations & Systems before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Section 5 of 6 Growth & Strategy Where are we taking the business? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Personal and business goals clear? No Yes Not sure · N/A Clear growth ambition? No Yes Not sure · N/A Understand capacity for more work? No Yes Not sure · N/A Geographic growth opportunities identified? No Yes Not sure · N/A Section 5 of 6 Growth & Strategy Where are we taking the business? New services or markets considered? No Yes Not sure · N/A Organic growth opportunities identified? No Yes Not sure · N/A Acquisitions considered? No Yes Not sure · N/A Management buyout ever considered? No Yes Not sure · N/A Section 5 of 6 Growth & Strategy Where are we taking the business? Know the capital required for your plans? No Yes Not sure · N/A Key growth risks / constraints identified? No Yes Not sure · N/A Clear on your appetite for growth? No Yes Not sure · N/A Clear what you want the business to give you? No Yes Not sure · N/A Section 5 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand Growth & Strategy before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Section 6 of 6 Business Value, Succession & Exit Are we building an asset or just a job? Choose the answer that best reflects the business today. If you genuinely do not know, choose Not sure. Can the business run without the owner? No Yes Not sure · N/A Recurring or predictable revenue? No Yes Not sure · N/A Revenue diversified across customers? No Yes Not sure · N/A Section 6 of 6 Business Value, Succession & Exit Are we building an asset or just a job? Management depth beyond the owner? No Yes Not sure · N/A Financial reporting buyer-ready? No Yes Not sure · N/A Key systems and processes documented? No Yes Not sure · N/A Strong brand and market position? No Yes Not sure · N/A Section 6 of 6 Business Value, Succession & Exit Are we building an asset or just a job? Profitability sustainable? No Yes Not sure · N/A Succession options considered? No Yes Not sure · N/A Key-person risk reduced? No Yes Not sure · N/A Shareholder intentions aligned? No Yes Not sure · N/A Section 6 of 6 Business Value, Succession & Exit Are we building an asset or just a job? Know your indicative business value? No Yes Not sure · N/A Exit / succession timeframe in mind? No Yes Not sure · N/A Section 6 of 6 A little more context The quick answers give Jerome a useful signal. Add any context that will help him understand Business Value, Succession & Exit before you sit down together. What is working well in this area? Optional What would you most like to improve or get help with in this area? Optional Anything else you would like Jerome to know? Optional Final step Your business snapshot is ready. Submit it to create the PDF record and send the completed information to Rise Advisory. PDFYour snapshotYou receive a PDF record of the information you supplied. RISEJerome receives itRise Advisory receives a copy of your completed Business Snapshot for your client file. NEXTRoadmap togetherYou and Jerome use this as the starting point for priorities and your one-page plan. This business snapshot is a record of your answers. It does not automatically score, diagnose or prioritise your business. ×
