TriMetric™ 58-Question Business Diagnostic

TriMetric™ Business Diagnostic

Answer 58 focused questions to get a clear snapshot of Business Health, Executive Performance, Life Quality, and the 5 Freedom Levers™.

Prefer a quicker starting point? Click this link to take the 5-minute, lighter version of the TriMetric™ .

1–10 scale · ~10 minutes · Results delivered instantly after completion.

Question 1 of 58

Section 1 — Revenue Engine

Q1. How predictable is your monthly revenue from one month to the next?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q2. How consistently does your business generate high-quality leads?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q3. How confident are you in your sales conversion process (lead → customer)?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q4. How clear and compelling is your current marketing message?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q5. How effectively do you nurture and follow up with warm leads and past prospects?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q6. How strong is your pricing strategy in reflecting the value you deliver?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q7. How well can your team sell your offer without your involvement?

1 = Not true at all 10 = Very true

Section 1 — Revenue Engine

Q8. How well do you track and optimize your customer acquisition costs?

1 = Not true at all 10 = Very true

Section 2 — Opportunity & Strategy

Q9. How clear is your growth strategy for the next 12 months?

1 = Not true at all 10 = Very true

Section 2 — Opportunity & Strategy

Q10. How confident are you in your business positioning within your market?

1 = Not true at all 10 = Very true

Section 2 — Opportunity & Strategy

Q11. How well-defined are your ideal customer profiles?

1 = Not true at all 10 = Very true

Section 2 — Opportunity & Strategy

Q12. How effectively do you evaluate new opportunities vs. distractions?

1 = Not true at all 10 = Very true

Section 2 — Opportunity & Strategy

Q13. How aligned are your strategic initiatives with your long-term mission?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q14. How well documented are the core processes in your business?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q15. How consistently does your team follow the processes you’ve defined?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q16. How efficient is your workflow from lead → fulfillment → retention?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q17. How prepared are you for unexpected turnover in key roles?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q18. How well does your team use systems and tools as intended?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q19. How smoothly does work transition between roles or departments?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q20. How quickly can you onboard a new hire into a productive role?

1 = Not true at all 10 = Very true

Section 3 — Operational Infrastructure

Q21. How easily can you track the status of critical projects and priorities?

1 = Not true at all 10 = Very true

Section 4 — Team, People & Organizational Clarity

Q22. How clear is your organizational structure and role accountability?

1 = Not true at all 10 = Very true

Section 4 — Team, People & Organizational Clarity

Q23. How well defined are KPIs and success metrics for each role?

1 = Not true at all 10 = Very true

Section 4 — Team, People & Organizational Clarity

Q24. How strong is your hiring and onboarding process?

1 = Not true at all 10 = Very true

Section 4 — Team, People & Organizational Clarity

Q25. How effectively does your team communicate and collaborate?

1 = Not true at all 10 = Very true

Section 4 — Team, People & Organizational Clarity

Q26. How consistently do you review team performance and development?

1 = Not true at all 10 = Very true

Section 5 — Executive Performance & Leadership

Q27. How consistently do you operate from a weekly rhythm for planning and priorities?

1 = Not true at all 10 = Very true

Section 5 — Executive Performance & Leadership

Q28. How well do you maintain calm, clarity, and leadership presence under pressure?

1 = Not true at all 10 = Very true

Section 5 — Executive Performance & Leadership

Q29. How consistently do you use data to make decisions instead of emotion or guesswork?

1 = Not true at all 10 = Very true

Section 5 — Executive Performance & Leadership

Q30. How effectively do you delegate outcomes instead of tasks?

1 = Not true at all 10 = Very true

Section 5 — Executive Performance & Leadership

Q31. How confidently can your team execute without your daily involvement?

1 = Not true at all 10 = Very true

Section 6 — Tools, Technology, Systems & AI

Q32. How well integrated are your core business systems (CRM, finance, operations, communication)?

1 = Not true at all 10 = Very true

Section 6 — Tools, Technology, Systems & AI

Q33. How effectively do you use automation to eliminate manual or repetitive work?

1 = Not true at all 10 = Very true

Section 6 — Tools, Technology, Systems & AI

Q34. How modern, scalable, and reliable is your current tech stack?

1 = Not true at all 10 = Very true

Section 6 — Tools, Technology, Systems & AI

Q35. How quickly can you access real-time data across your business?

1 = Not true at all 10 = Very true

Section 6 — Tools, Technology, Systems & AI

Q36. How well-positioned are you to leverage AI to improve efficiency and performance?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q37. How accurate and up-to-date are your financial books each month?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q38. How clearly do you understand your true profitability (after adjustments)?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q39. How prepared are you for an IRS audit if one happened today?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q40. How effectively do you manage financial risk and compliance?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q41. How consistently do you forecast cash flow for the next 13 weeks?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q42. How regularly do you review key financial dashboards and KPIs?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q43. How well do you understand the financial levers that impact profitability?

1 = Not true at all 10 = Very true

Section 7 — Financial Controls & Intelligence

Q44. How strong and proactive are your business banking relationships?

1 = Not true at all 10 = Very true

Section 8 — Capital, Banking & Funding Strategy

Q45. How easily can you access capital when your business needs it?

1 = Not true at all 10 = Very true

Section 8 — Capital, Banking & Funding Strategy

Q46. How optimized is your current debt structure (rates, terms, cash flow impact)?

1 = Not true at all 10 = Very true

Section 8 — Capital, Banking & Funding Strategy

Q47. How confidently can you finance growth without relying on personal funds?

1 = Not true at all 10 = Very true

Section 8 — Capital, Banking & Funding Strategy

Q48. How consistently do you maintain healthy cash reserves and liquidity?

1 = Not true at all 10 = Very true

Section 9 — Business Credit, Personal Credit & Debt Exposure

Q49. How strong is your business credit profile (tradelines, PAYDEX, SBSS, vendor credit)?

1 = Not true at all 10 = Very true

Section 9 — Business Credit, Personal Credit & Debt Exposure

Q50. How often do you rely on personal credit to cover business expenses or cash flow?

1 = Constantly 10 = Never

Section 9 — Business Credit, Personal Credit & Debt Exposure

Q51. How clearly do you understand the difference between true business credit (built under your EIN) and credit that still depends on you personally?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q52. How consistently do you have the energy needed to lead at a high level?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q53. How much mental space do you have each week for strategic thinking and creativity?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q54. How often do you feel overwhelmed or stretched too thin?

1 = Constantly 10 = Almost never

Section 10 — Life Quality

Q55. How much meaningful time do you have away from the business each week?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q56. How supported and connected do you feel to your family and closest relationships?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q57. How consistently do you maintain healthy routines and habits that keep you strong?

1 = Not true at all 10 = Very true

Section 10 — Life Quality

Q58. How aligned does your day-to-day life feel with your long-term vision and values?

1 = Not true at all 10 = Very true

Final Step — Your Details

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