The Business Checkup by Reverie

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Quiz Questions

1.
Do you have a vision and mission statement?
- A.
  Yes, it's a living document.
- B.
  We've got something written, but no one ever looks at it.
- C.
  No, but we probably should.
2.
Does your organization have clear goals that are regularly reviewed?
- A.
  Yes, they guide decisions and are reviewed consistently.
- B.
  Goals exist, but reviews are irregular.
- C.
  No, goals are not clearly defined.
3.
Are the owners/leadership team fully aligned on the company’s direction?
- A.
  Yes, we’re unified and communicate consistently.
- B.
  Sometimes aligned, but conflicts arise.
- C.
  No, there are significant differences in vision.
4.
Do you have a clear organizational chart with defined roles and responsibilities?
- A.
  Yes, roles are clear and well understood.
- B.
  We have an org chart, but it’s not always followed.
- C.
  No, roles are unclear or overlapping.
5.
How effective is your decision-making process?
- A.
  Decisions are timely, transparent, and effective.
- B.
  Decisions happen, but with delays or mixed communication.
- C.
  Decisions are inconsistent and often unclear.
6.
Do you have real-time visibility into financial performance?
- A.
  Yes, we review detailed reporting regularly.
- B.
  We have some reports, but they’re delayed or incomplete.
- C.
  No, we lack accurate financial visibility.
7.
Are your profit margins healthy and sustainable?
- A.
  Yes, margins are strong and consistent.
- B.
  Margins fluctuate and are sometimes concerning.
- C.
  Margins are weak or unclear.
8.
Do you have clear sales KPIs and accountability in place?
- A.
  Yes, KPIs are tracked and drive performance.
- B.
  We track some metrics, but not consistently.
- C.
  No, sales accountability is weak or absent.
9.
Is your marketing strategy generating qualified leads?
- A.
  Yes, marketing drives steady and measurable results.
- B.
  Some results, but not consistent or tracked.
- C.
  No, marketing efforts are ineffective or unclear.
10.
Do you have a system for measuring and improving customer retention?
- A.
  Yes, we track and actively work on retention.
- B.
  We have some data, but don’t use it strategically.
- C.
  No, we don’t track retention consistently.
11.
Are your systems and technology supporting growth and efficiency?
- A.
  Yes, they’re modern and integrated.
- B.
  We have some tools, but they don’t always work well together.
- C.
  No, systems are outdated or manual.
12.
How engaged is your team?
- A.
  Employees are highly engaged and motivated.
- B.
  Engagement is mixed, some strong and some weak.
- C.
  Engagement is low and turnover is a concern.
13.
Do you have a system for developing and retaining talent?
- A.
  Yes, we invest in training and career paths.
- B.
  Some training exists, but is not systematic.
- C.
  No, talent development is minimal.
14.
Is there a structured onboarding process for new employees?
- A.
  Yes, onboarding is comprehensive and consistent.
- B.
  Onboarding exists, but it varies.
- C.
  No, onboarding is informal or missing.
15.
Do you have a formal performance review process?
- A.
  Yes, reviews are consistent and tied to growth.
- B.
  Reviews happen, but inconsistently or informally.
- C.
  No, reviews are rare or non-existent.
16.
How strong is your company culture?
- A.
  Strong and clearly defined.
- B.
  Somewhat defined, but not consistent.
- C.
  Weak or undefined.
17.
Do you have processes in place to ensure operational efficiency?
- A.
  Yes, processes are documented and effective.
- B.
  Some processes exist, but they’re not consistent.
- C.
  No, operations are reactive and inefficient.
18.
Do you have systems for identifying and managing risks?
- A.
  Yes, risks are assessed and managed proactively.
- B.
  Some risks are considered, but not systematically.
- C.
  No, risk management is absent.
19.
Is innovation encouraged and supported in your organization?
- A.
  Yes, we actively invest in new ideas and initiatives.
- B.
  Innovation happens occasionally, but not structured.
- C.
  No, we rarely focus on innovation.
20.
Do you have a succession plan for key leadership roles?
- A.
  Yes, we’ve identified and prepared successors.
- B.
  We’ve thought about it, but no clear plan.
- C.
  No, succession planning is not addressed.

Quiz Outcomes

1.
At Risk
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Your results suggest that your business is carrying a heavy load right now. Leadership may not be fully aligned, processes may be inconsistent, and financial or cultural foundations could be at risk. The weight of daily challenges can feel overwhelming, but these challenges are solvable. With the right focus, this stage is where the greatest transformation begins, and even the most complex obstacles can become opportunities for growth. Explore what’s possible with Reverie. You’ve built a solid business. What we often see at this stage are growing pains; inefficiencies, bottlenecks, and people issues that make things harder than they need to be. With the right adjustments, these are solvable and your business can get back to running smoothly, profitably, and with less stress on you as the owner. We see versions of this every day at Reverie. Take a look below at some of the typical scenarios we see with businesses that fall into this category. If you recognize yourself in any of them, we can help. You don’t have to solve it all alone.Leaders feel stretched thin. Owners often carry too many decisions themselves. This is not because they want to, but because the team isn’t fully aligned yet. We help put the right structure in place so leadership can focus on growth, not every detail.Strong businesses with hidden inefficiencies. Revenue is there, but bottlenecks in process or communication quietly slow things down. We uncover those inefficiencies, streamline processes, and put structure behind the business so it can grow smoothly.Employees are committed, but underutilized. Teams want clear paths for growth and better direction. When those are missing, frustration builds. With a simply designed system for communication, development, and recognition, employees stay engaged and motivated.Money is being left on the table. Whether it’s missed margin opportunities, slow billing cycles, or lack of visibility into KPIs, the business is working hard but not capturing the full return. We build reporting and financial frameworks that capture the full value of the work being done.Success feels harder than it should. Owners have already built something great but without refining operations, every new dollar of revenue feels like twice the effort. We bring balance back to the business by taking the friction out of daily operations so growth feels sustainable, not draining.
2.
Vulnerable
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Your results highlight inefficiencies that keep the business from reaching its potential. Leadership may feel more reactive than proactive, and gaps in people, processes, or financial visibility may be creating friction. Without intervention, the business risks staying stuck in "maintenance mode." The positive news: with the right attention, these inefficiencies can be untangled and momentum restored.Discover how Reverie can address these gaps to move the business from vulnerable to thriving. Businesses in this category have real wins to celebrate, but the cracks are showing and they’re wearing on both the owner and the team. Success is possible, but it feels harder than it should. With the right tools, clarity, and structure, these businesses can move out of survival mode and into confident, steady growth.We see versions of this every day at Reverie. Take a look below at some of the typical scenarios we see with businesses that fall into this category. If you recognize yourself in any of them, we can help. You don’t have to solve it all alone.The owner carries the business on their shoulders. The company’s success depends heavily on one or two people, leaving them no margin for rest or future planning. We help build leadership depth and accountability, so the owner isn’t the only one holding everything together.Firefighting has become the norm. Energy goes into putting out daily problems instead of moving forward strategically. With better systems, issues stop recurring and owners can refocus on growth.Turnover is starting to hurt. Good employees are leaving, and the replacements aren’t sticking. Often, it’s not pay, but lack of clarity and structure. We design clear roles, growth paths, and culture practices that keep talent engaged and committed.Profit feels unpredictable. Bills get paid, but cash flow swings make it hard to invest confidently. We help put visibility and discipline in place, so owners can plan strategically rather than reactively making forced decisions. The dream feels out of reach. What started as an exciting vision now feels more like stress management. We reconnect owners to their goals and give them the tools to run the business with confidence, not exhaustion.
3.
Stable with Gaps
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Your results show a solid foundation; a business that is steady, but not yet at peak performance. The fundamentals are in place, but gaps in leadership clarity, processes, or growth systems may be causing unnecessary friction. Often, improvement in just 2–3 areas can create a major breakthrough and unlock that next stage of growth. Learn how Reverie helps businesses move from stable to truly scalable.What we see in this category are opportunities: small gaps that, when closed, create smoother operations, stronger leadership, and room to grow without added strain. The next level of success is right in front of you, and the adjustments to get there are well within reach. We see versions of this every day at Reverie. Take a look below at some of the typical scenarios we see with businesses that fall into this category. If you recognize yourself in any of them, we can help. Let's talk about how we can partner together on this.The foundation is strong. Owners have built something that works; customers are happy, revenue is steady, and the business is moving forward. Now what? Protecting that strength and building for resiliency is needed.Small cracks, big impact. Even with a good foundation, little gaps in systems or alignment are quietly holding back growth. We help to surface them and close them quickly by streamlining reporting, building more efficient processes, or improving communication flow. These are quick wins that free up capacity without overhauling the whole business.Leadership is aligned, but stretched. The right people are in place, but their time and focus could be better leveraged with clearer roles and accountability. With recalibrated org charts, defined decision authority, and clarified responsibilities, leaders can work at their best instead of juggling too much.Opportunities are waiting. Whether it’s margin improvement, untapped market share, or stronger employee engagement, small tweaks can create big leaps in performance. We help identify these opportunities with practical dashboards, margin analyses, and employee engagement frameworks to show exactly where small changes will have the biggest effect.The next level is within reach. With some fine-tuning, owners can shift from “keeping things running well” to confidently scaling, innovating, or even stepping back when they choose. Our role is to give owners the structure and clarity to grow on their own terms without adding stress or losing what makes the business special.
4.
Thriving
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Your results suggest a thriving business in excellent health. Leadership, systems, and processes are working together, creating consistency and strength across the organization.You’ve done the hard work of building a healthy foundation, and it shows. With your foundation secure, you’re in prime position to accelerate growth, sharpen your edge, and expand your impact. From here, it’s about protecting what you’ve built, a focus on refinement, and finding smart ways to scale. Discover how Reverie supports businesses at this stage to move from strong to exceptional. We see versions of this every day at Reverie. Whether it’s succession, innovation, or expansion, we help thriving businesses grow with intention, so the future is as strong as today. Take a look below at some of the typical scenarios we see with businesses that fall into this category. If you recognize yourself in any of them, we can help. Let's talk about how we can partner together on this. Strong momentum, clear vision. These owners know where they’re going and the business is gaining traction in all the right ways. We help reinforce that momentum by pressure-testing strategy and making sure the growth path is sustainable.Healthy culture, engaged teams. People are bought in, motivated, and proud of the business. Our role is to partner with leaders to build recognition systems, career pathways, and feedback loops that keep engagement high as the company grows.Profitable and well-managed. The numbers are strong, margins are healthy, and investments are intentional. We help ensure this discipline continues by refining reporting tools, reviewing financial levers, and offering outside perspective before expansion moves are made.Leadership is empowered. Owners aren’t carrying the load alone. They’ve built a team that takes real ownership. We support that by developing leadership pipelines and succession plans, so the next generation of leaders is ready when opportunity strikes.Ready for what’s next. With the foundation running smoothly, thriving businesses can explore innovation, new markets, or even owner lifestyle changes. Our role is to guide strategic expansion, prepare for transitions, and make sure the future stays as bright as the present.