Visibility & Market Presence™

• List every source that currently generates inquiries.
• Check whether prospects can understand your services and next step.
• Begin tracking the source of each qualified inquiry.

Operations & Service Delivery™

• Map the workflow from inquiry through completion.
• Identify the largest recurring delay or handoff problem.
• Choose one process to document and measure.

Technology & Business Systems™

• Inventory the systems, spreadsheets, and manual steps in use.
• Identify duplicate data entry and disconnected information.
• Prioritize one high-friction workflow for improvement.

Financial Performance & Management™

• Review cash flow, pricing, and job or project profitability regularly.
• Separate revenue growth from actual profit improvement.
• Choose a small set of financial measures for monthly review.

Growth Readiness™

• Define one measurable 90-day growth outcome.
• Assign ownership, milestones, and a recurring review date.
• Confirm that capacity and systems can support the goal.

Assessment Guidance

Review plain-language explanations for all five assessment areas and every question before or while completing the assessment.

A practical next step

Select one issue that is important, measurable, and realistic to improve within 30 days. Record the current condition, the intended result, the responsible person, and the review date.

U.S. Small Business Administration Learning Platform

Official online training and development resources for starting, managing, and growing a small business.

SBA Business Guidance

Official federal guidance covering planning, funding, operations, growth, counseling, and government contracting.

California Business Learning Center

California guides and support pathways for starting, managing, and growing a business.

California Small-Business Support Resources

Directories and links to chambers, technical-assistance providers, state agencies, and other California support organizations.