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Monthly Business Health Check-In

This is the most important thing you will do this month! This check-in isn’t just about ticking boxes or submitting numbers. It’s about giving yourself a real moment to pause, step back, and be clear where your business is at and where it needs to be.
If you're not tracking what’s happening each month, you’ll end up reacting rather than building. You’ll stay busy in the business and lose sight of working on the parts that actually move it forward.
That’s why this check-in exists.
It gives you the space to:
• See clearly what’s working and what’s not
• Make decisions based on data, not guesswork
• Catch problems before they compound
And reflect on how you showed up, because how you feel and perform matters just as much as the revenue.
The final section “What are you working ON in the business?”. That’s the heartbeat of this form. MAKE SURE YOU FILL THIS IN AND BE THOROUGH AS POSSIBLE.
If you haven't already, please watch The Business Health System here before completing the form. You will learn everything you need to know to track, review, set targets and most importantly how to complete the form efficiently below.
Please aim to complete the below information within 48 hours of us requesting the information below, and your numbers should be referring to the previous month.
Remember: Your growth in business will be defined by your ability to track, review and overcome challenges. Knowing your numbers will help you with exactly that!
Metrics
Personal Happiness
Not fulfilled, boredVery fulfilled, excited every day
Working ON the business...
What are the three key actions that you're doing to work on the business this month? Be clear, add specifics like numbers and reasons for the actions. Explain each in one sentence or less.