CONFIDENTIAL
Practiced Path Advisory — Diagnostic Tool

The Root Audit.
What's actually holding your business.

This is not a quiz. This is a diagnostic. The 66 questions ahead are designed to surface exactly where your business depends on you in ways it shouldn't — and where that dependency is putting your growth, your time, and your eventual exit at risk.

Answer honestly. The scoring is weighted. The results are specific. Kim will review your assessment personally.

Time required: 20–30 minutes  ·  Questions: 66 across 6 functions  ·  Format: Private + Confidential

Please fill in your name, business name, and email before continuing.
Function One

Sales & Revenue

How dependent is your revenue on your personal involvement — your relationships, your reputation, your presence in the room.

Question 1 of 66

When a new client comes to your business, they are primarily buying because of you — your name, your relationship, or your personal reputation.

Question 2 of 66

If you stepped away for 60 days, your business would still generate new leads or inquiries without your involvement.

Question 3 of 66

When a prospect is considering your business, what most commonly moves them to say yes?

Question 4 of 66

You have a documented, repeatable sales process that someone other than you could follow to close new business.

Question 5 of 66

Your pricing is publicly posted or standardized, and clients can understand your offer clearly without a custom conversation.

Question 6 of 66

Your revenue is predictable — you have a reliable sense of what next month, next quarter will bring in.

Question 7 of 66

When you take time off, your revenue drops noticeably.

Question 8 of 66

You have existing clients who pay you recurring or retainer revenue — income that doesn't require a new sale each month.

Question 9 of 66

You have a clear, written offer — a specific service, deliverable, or outcome — that you can describe to a stranger in one sentence.

Question 10 of 66

Your top 3 clients account for more than 60% of your revenue.

Question 11 of 66

If you needed to increase revenue by 25% in the next 90 days, what would you most likely do?

Question 12 of 66

You have raised your prices in the last 24 months and the market accepted it without significant pushback.

Please answer all questions before continuing.
Function 1 of 6
Function Two

Service Delivery

Whether the actual work of your business can happen — at full quality — without you in the room or on the job.

Question 13 of 66

The majority of your service or product delivery requires your direct, hands-on involvement to meet your quality standard.

Question 14 of 66

You have documented service delivery standards that define what "good" looks like for every major deliverable or client touchpoint.

Question 15 of 66

If you got sick tomorrow for two weeks, what would happen to your active clients or open orders?

Question 16 of 66

Your clients' experience is consistent — they get the same level of service regardless of what's happening in your personal life or business.

Question 17 of 66

You have a clear client onboarding process that sets expectations, gathers information, and starts the relationship well — without you doing it by hand each time.

Question 18 of 66

Clients have complained — directly or indirectly — about inconsistency in what they received versus what they expected.

Question 19 of 66

The knowledge and judgment needed to deliver your service at a high level lives primarily in your head — not in a document, system, or trained team member.

Question 20 of 66

You have a clear, documented process for how you handle a client complaint, service failure, or difficult situation.

Question 21 of 66

Your business could serve 50% more clients next year without dramatically compromising quality or burning you out.

Question 22 of 66

Clients refer new business to you because of the outcome or experience you delivered — not because they have a personal relationship with you.

Question 23 of 66

You have clearly defined what's included — and what isn't — in every service or product you offer, and clients understand this before they pay.

Question 24 of 66

Scope creep — doing more than agreed without additional pay — is a regular part of your client relationships.

Please answer all questions before continuing.
Function 2 of 6
Function Three

Operations & Systems

Whether the infrastructure of your business runs on documented processes — or runs on you remembering what to do next.

Question 25 of 66

The day-to-day operations of your business are primarily organized in your head rather than in written systems, checklists, or software.

Question 26 of 66

You have written standard operating procedures (SOPs) for your 5 most repeated business tasks.

Question 27 of 66

You use the same tools, software, or platforms to manage your business that you used 3 years ago — without evaluating whether better options exist.

Question 28 of 66

A new hire could be onboarded into your business and become productive within 2 weeks using existing documentation and systems alone.

Question 29 of 66

Things fall through the cracks in your business — tasks, follow-ups, or client commitments that get missed or delayed because there's no system tracking them.

Question 30 of 66

Your technology and tools are integrated — information flows between your key systems without you manually moving it.

Question 31 of 66

How would you describe the state of your operational documentation?

Question 32 of 66

You spend time each week doing administrative or operational tasks that a lower-cost team member or tool could handle.

Question 33 of 66

Your business has a clear method for tracking customer data, communication history, and follow-up needs — and people actually use it.

Question 34 of 66

If you wanted to sell your business in the next 3 years, a buyer could understand how it operates without interviewing you personally.

Question 35 of 66

You have a system for gathering, reviewing, and acting on client feedback — beyond just listening when someone says something to you directly.

Question 36 of 66

You have reviewed and intentionally designed your business model in the past 12 months — not just operated it.

Please answer all questions before continuing.
Function 3 of 6
Function Four

Finance & Decisions

Whether financial clarity drives your decisions — or whether money is something that happens to you rather than something you manage.

Question 37 of 66

You know your gross margin, net margin, and monthly breakeven number without having to look them up.

Question 38 of 66

Your financial records are current, accurate, and categorized — not something you catch up on at tax time.

Question 39 of 66

You make major business decisions — new hires, equipment, expansion — based on financial data rather than gut feeling or cash availability.

Question 40 of 66

You have at least 3 months of operating expenses in reserve at all times.

Question 41 of 66

Your pricing reflects the real cost of delivering your service — including your time, overhead, and the value you create — not just what feels comfortable to charge.

Question 42 of 66

You pay yourself a consistent salary or owner's draw — not just whatever's left over after expenses.

Question 43 of 66

You have a clear picture of what your business is worth today — not just what it earns, but what a buyer would actually pay for it.

Question 44 of 66

Financial stress — cash flow uncertainty, late payments, thin margins — regularly affects your decision-making or your wellbeing.

Question 45 of 66

You review a profit and loss statement, balance sheet, or meaningful financial report at least monthly.

Question 46 of 66

You have a written financial plan — targets, budgets, or projections — for the next 12 months that you actually reference.

Please answer all questions before continuing.
Function 4 of 6
Function Five

Team & Leadership

Whether you are building people and systems around you — or whether your team depends on your constant presence to function.

Question 47 of 66

Your team (or contractors) can handle the majority of their day-to-day work without checking in with you for direction or approval.

Question 48 of 66

You have a written job description — including clear expectations and success criteria — for every person on your team.

Question 49 of 66

When something goes wrong with a team member's work, what most often happens?

Question 50 of 66

You have at least one person on your team or in your network who could step into a key role if you became unavailable for 30 days.

Question 51 of 66

You spend time each week on leadership — developing your team, building culture, or working on the business — rather than only in it.

Question 52 of 66

People on your team feel empowered to make decisions within their role without needing your approval first.

Question 53 of 66

You have a clear hiring process — not just "posting and hoping" — that includes screening, evaluation criteria, and onboarding.

Question 54 of 66

Team members know exactly what winning looks like in their role — measurable outcomes, not just tasks to complete.

Question 55 of 66

You have had a direct, honest performance conversation — with clear expectations and consequences — with at least one team member in the past 90 days.

Question 56 of 66

Your team turnover rate is higher than you'd like — you spend significant time replacing people rather than building on them.

Please answer all questions before continuing.
Function 5 of 6
Function Six

Time & Capacity

The diagnostic that surfaces everything else — whether the owner's time is the ceiling on what this business can become.

Question 57 of 66

You regularly work more than 50 hours a week to keep your business functioning at its current level.

Question 58 of 66

You have taken a real, disconnected vacation — at least 5 consecutive days without checking email or making business decisions — in the past 12 months.

Question 59 of 66

You spend the majority of your working time on tasks that only you can or should do — strategic, high-value work that requires your specific expertise.

Question 60 of 66

Your inbox and communication channels are managed — not a source of daily overwhelm or the place where work gets stuck.

Question 61 of 66

Describe your current relationship with your workload:

Question 62 of 66

You have time blocked each week specifically for strategic thinking, planning, or working on the business — not just in it.

Question 63 of 66

You frequently say yes to requests, clients, or projects that you should decline — and it costs you time you don't have.

Question 64 of 66

You have clear work hours or boundaries — clients, team, and vendors know when you are and are not available.

Question 65 of 66

Your personal health — sleep, exercise, recovery — is something you actively protect rather than sacrifice for the business.

Question 66 of 66

If you are honest with yourself — your business has grown as much as it can with you running it the way you currently run it.

Please answer all questions before submitting.
Function 6 of 6
Root Audit — Complete

Your Owner Dependency Assessment

Dependency Score

Score by Function

Kim is reviewing your responses. Generating your assessment…