Profit Risk Assessment | Diagnose Why You’re Busy But Not Profitable

Which statement best reflects your day-to-day involvement in the business?

I focus on direction and decisions. The team executes.

I manage workflows and team coordination for the business.

I both deliver the work and run the business.

How many people are on your team?

Just me

2–10

11–25

26+

Current annual revenue range?

Under $500k

$500k to $899k

$900k to $1.5M

Above $1.5M

How do you determine your pricing?

Direct costs plus a general markup

Pricing includes direct costs, overhead allocation and target profit

Based on market rate or what the client will accept

Do you know the true profit of each project after direct costs and overhead?

I do not calculate profit per project

Yes, after both direct costs and overhead

After direct costs only

When asked for a discount, how do you handle it?

Price is reduced only in exchange for value (upfront payment, longer contract)

Price is reduced without changing scope

Scope is reduced to match the lower price

How often do your projects finish within the originally planned timeline?

Consistently take longer than planned

Usually on time

Some run over

When a client adds work not in the original agreement:

I evaluate and decide case by case

I issue a change order before proceeding

I do it to preserve the client relationship

When work moves between team members:

Frequent rework or founder intervention required

Some internal cleanup needed

Minimal correction required

How consistently do you pay yourself?

Only when cash allows

Fixed monthly salary

Reduced or skipped in tight months

If you were unreachable for 7 days:

Some delays would occur

Work would slow significantly

Work continues normally

What needs fixing most in your business right now?

You will have the opportunity to explain further in the next question

Pricing and Profit Bleed

Operational Chaos and Founder Overwhelm

Both

None

Aside from sales, briefly explain your choice in the previous question. What is causing the most strain in your business right now?

Optional

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Profit Risk Assessment | Free Diagnostic for Service and Project-Based Businesses Losing Profit During Delivery

Your business looks successful

Does your bank account agree?

Your business looks successful

Does your bank account agree?