Fully interactive — complete all steps to see the results screen
Free · No Obligation

The Business Audit.

25 questions across 6 business functions. Takes about 12 minutes. At the end, you'll see exactly where you're strong, where you're stuck, and what to address first.

You
Sales
Delivery
Operations
Finance
Leadership
Life

Tell us about yourself.

This helps us interpret your audit results in the right context.

AHow long have you been running this business?
BWhich best describes how your business primarily earns revenue?
CWhat is your approximate annual revenue?
DHow many people currently work in or for the business (including you)?
EIs your business seasonal?
FIn one sentence: what's the biggest thing weighing on you about the business right now?
Step 1 of 7
Service-Based

Sales & Revenue

How clients find you, how you close them, and whether your pricing reflects the value you deliver.

1When a potential client asks "what do you do?", how confident are you in your answer?
Not at all confidentVery confident
2How often do you close the clients you want to work with — without adjusting your price to land them?
Rarely — I discount oftenAlmost always
3How confident are you that your current rates reflect the value you deliver?
I'm definitely underchargingPriced confidently and fairly
4How consistent is your new client flow month over month?
Unpredictable — feast or famineConsistent and dependable
5Could someone else on your team run your sales or intake process without you?
Retail / Product-Based

Sales & Revenue

How customers find you, how you move product, and whether your pricing supports a healthy margin.

1How clearly can you describe who your ideal customer is and what brings them to you?
Not clear — we sell to whoever shows upVery clear — we know exactly who and why
2How consistent is your customer traffic or online order volume month over month?
Very unpredictableConsistent and growing
3How confident are you that your product pricing reflects both your costs and the value customers perceive?
I'm not sure my margins are rightPriced strategically with healthy margins
4How often do customers return to buy again?
Rarely — mostly one-time buyersRegularly — strong repeat business
5Could your store or sales channel operate a full day without you present?
Service-Based

Service Delivery

How your work actually gets done — and whether the business can deliver without you in every moment.

6If you were unavailable for two weeks, how well would client delivery hold up?
It would fall apartIt would run smoothly
7How consistently do your clients get the same quality experience?
Very inconsistent — depends on the dayConsistently excellent
8How clear is the scope of what's included in each of your services?
Vague — it varies by clientVery clear — documented and communicated
9How often do client relationships expand beyond what was originally agreed (scope creep)?
Constantly — I say yes too oftenRarely — I hold scope clearly
10What percentage of your clients would you describe as your "ideal" clients?
Retail / Product-Based

Product & Customer Experience

How consistently customers are served and whether your in-store or online experience drives return visits.

6How consistent is the customer experience in your store or online channel day-to-day?
Very inconsistent — depends on who's workingConsistently excellent regardless of who's there
7How clearly defined is your store's merchandising, layout, or product presentation?
No real standard — it variesClear standard that anyone can follow
8How well does your inventory management prevent stockouts or overstock situations?
I often run out or over-orderI have a reliable system that works
9How effectively do you handle customer complaints or returns?
No real process — each one is differentClear process — handled consistently and well
10How would you describe the average quality of your customer relationships?
Service-Based

Operations & Systems

Whether the business runs on documented processes or on your memory — and what that costs you.

11How much of what happens in your business exists only in your head?
Almost everything — nothing is written downMost things are documented
12How easy would it be to train a new employee on your most important processes?
Very difficult — they'd need me beside themEasy — materials exist and are clear
13How many hours per week do you spend on tasks you could delegate if someone else knew how to do them?
14How clearly defined are the responsibilities in your business?
Unclear — things fall through the cracks or pile on meVery clear — every responsibility has an owner
Retail / Product-Based

Operations & Systems

Whether your store or fulfillment operation runs on clear systems — or on whoever's there that day.

11How well documented are your store's opening/closing procedures, restocking, and daily operations?
Nothing is written down — it's all in my headEverything is documented and followed
12How easy is it to onboard a new staff member to run your floor or fulfill orders correctly?
Very difficult — takes weeks of shadowing meEasy — training materials exist and work
13How much time do you personally spend on tasks that a well-trained employee could handle?
14How clearly are staff roles and responsibilities defined in your business?
Unclear — people figure it out as they goVery clear — everyone knows their role
Service-Based

Financial Visibility

Whether you're making decisions from real numbers or from your best guess about the bank balance.

15How clearly do you understand your margins on each service you offer?
I don't really know my marginsI know them precisely
16How often do you review your financials (P&L, cash flow, receivables)?
17How would you describe your cash flow situation?
18When was the last time you meaningfully looked at or raised your prices?
Retail / Product-Based

Financial Visibility

Whether you know your real product margins — and whether your buying and pricing decisions are based on solid numbers.

15How clearly do you understand the margin on each of your top-selling products?
I estimate — no precise pictureI know my margins product by product
16How often do you review your financials (P&L, inventory costs, sell-through rates)?
17How well does your buying/ordering process prevent over-investment in slow-moving inventory?
I often over-buy and sit on dead stockI have a solid buying process based on real data
18When did you last review your pricing across your product lines?
Service-Based

Leadership & Team

Whether the people in your business are growing, performing, and operating without you in the room for every decision.

19How effectively does your team operate without you directing them?
They wait for me on everythingThey operate independently and well
20How clearly have you communicated expectations to the people who work with you?
I assume they know — I rarely spell it outExpectations are clear, written, and reviewed
21How comfortable are you having a direct, honest conversation when someone isn't performing?
I avoid it or delay significantlyI address it quickly and directly
Retail / Product-Based

Leadership & Team

Whether your staff can hold the floor without you — and whether you've built a culture that keeps good people.

19How well does your floor staff handle customer situations without needing to involve you?
They always come to me — even for small thingsThey handle most things confidently and well
20How clearly have you communicated your standards, policies, and expectations to your team?
Mostly verbal — nothing is written downWritten standards that staff know and follow
21How quickly do you address staff performance issues when they come up?
I avoid it — I don't want the conflictI address it promptly and directly

Your Life & the Business

The questions most business assessments don't ask — but that often matter most.

22On a typical Monday morning, how do you feel arriving at work?
Dread — I'd rather be anywhere elseEnergized — I look forward to the week
23How clearly does your current business match what you imagined when you started or took it over?
Very different — I'm not sure why I'm doing thisIt's close — I feel on track
24How much does the business rely on you personally to function? (Be honest.)
Completely — it stops without meVery little — it would run without me
25What do you want the business to look like in 3 years?
26Is there anything else you want Kim to know before reviewing your results?
Your Audit Results

Here's what your business is telling us.

This is a picture of where you are right now — not a judgment. Every score is a starting point, not a verdict.

0
out of 100

Your scores by area:

Where to focus first:

What we'd recommend next

Want to talk through these results?
The First Conversation is free. Kim will review your audit responses and give you honest perspective on what to do first.

Schedule a Free Conversation

For Kim

Connect this audit to Google Sheets to capture every submission automatically.

Connecting the Audit to Google Sheets

Every time someone completes the audit, their answers and scores will automatically appear in a Google Sheet you own. Here's exactly how to set it up — no code experience needed.

Step 1

Create your Google Sheet

Go to sheets.google.com and create a new blank spreadsheet. Name it something like Practiced Path Audit Submissions. Leave it open — you'll need the URL in a moment.

Step 2

Open Google Apps Script

In your new Sheet, click Extensions → Apps Script in the top menu. This opens a code editor in a new tab. Delete any existing code in the editor.

Step 3

Paste this script exactly

Copy the entire block below and paste it into the Apps Script editor:

function doPost(e) { var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet(); var data = JSON.parse(e.postData.contents); // Add header row if sheet is empty if (sheet.getLastRow() === 0) { sheet.appendRow([ "Timestamp", "First Name", "Last Name", "Email", "Business Type", "Industry", "Revenue", "Team Size", "Seasonal", "Tenure", "Biggest Challenge", "Sales Score", "Delivery Score", "Operations Score", "Finance Score", "Leadership Score", "Life Score", "Overall Score", "3-Year Goal", "Final Notes" ]); } sheet.appendRow([ new Date().toLocaleString(), data.fname, data.lname, data.email, data.biztype, data.industry, data.revenue, data.team, data.seasonal, data.tenure, data.biggest, data.salesScore, data.deliveryScore, data.opsScore, data.financeScore, data.leaderScore, data.lifeScore, data.overallScore, data.goal3yr, data.finalNote ]); return ContentService .createTextOutput(JSON.stringify({status: "success"})) .setMimeType(ContentService.MimeType.JSON); }
This script receives the audit data and writes one row per submission with a timestamp, all answers, and all section scores.
Step 4

Deploy as a Web App

In Apps Script, click Deploy → New deployment. Then:

• Under "Select type" choose Web app
• Description: Audit form receiver
• Execute as: Me
• Who has access: Anyone
• Click Deploy and authorize when prompted

You'll receive a Web app URL that looks like:
https://script.google.com/macros/s/YOUR_ID_HERE/exec
Copy this URL — you'll need it in the next step.

Step 5

Add your Web App URL to the audit file

Open audit.html in a text editor. Find this line near the bottom of the <script> section:

const SHEETS_URL = 'YOUR_GOOGLE_APPS_SCRIPT_URL_HERE';

Replace YOUR_GOOGLE_APPS_SCRIPT_URL_HERE with the URL you copied in Step 4. Save the file and re-deploy to Netlify.

Once this is done, every audit submission will automatically appear as a new row in your Google Sheet within seconds of the person clicking "See My Results."
Step 6

Test it

Complete the audit yourself using a test name and email. Check your Google Sheet — you should see a new row appear with all the data. If it doesn't appear, make sure you authorized the script in Step 4 and that the URL in audit.html is correct.

Optional

Get email alerts for new submissions

In your Google Sheet, go to Extensions → Apps Script and add a second function below the first:

function sendEmailAlert(name, email, score) { MailApp.sendEmail({ to: "kim@practicedpathadvisory.com", subject: "New Audit Submission: " + name, body: name + " (" + email + ") just completed the audit.\n\nOverall score: " + score + "/100\n\nLog in to Google Sheets to see the full results." }); }

Then inside doPost, add this line just before the return statement:

sendEmailAlert(data.fname + " " + data.lname, data.email, data.overallScore);

Re-deploy (Deploy → Manage deployments → Edit → New version → Deploy) and you'll receive an email every time someone completes the audit.