Heath Quiz – scaleupsmart

Builder Business Health Check

See What’s Working and What’s Slowing Your Growth

You don’t need more work. You need better clarity across your business. Use this checklist to quickly assess where gaps may be affecting profit, efficiency, and team performance.

What To Do Next

If you notice gaps, you’re not alone.

Fill this checklist.
It will only take few minutes:answer based on what’s actually happening in your business today, not where you think it should be.

ScaleUp Smart – Builder Business

Awareness Questionnaire

1. Numbers & Profitability (1–7)

Goal: Understand financial awareness, margins, and cashflow.

01. Are you on track to hit your profit goals this year? Yes, on track I know my target but currently off track No target, unsure of progress

02. Do you know the gross profit for each project and the overall business margin? Yes, track every job Rough idea only No

03. Do you regularly review key numbers (Leads, Labour, Gross Profit, Forecast vs Actual) and take action? Yes, monthly with benchmarks Occasionally No

04. Is your Profit & Loss correctly structured, separating fixed costs, cost of sales, and drawings? Yes, accurate Accountant manages it No

05. Do you understand the difference between markup and margin, and how it affects project profitability? Yes, fully Partially No

06. Do you actively manage margins before the project starts? Yes, using ScaleUp Smart margin levers Sometimes No, compete on price

07. Do you monitor margins and prevent slippage during the project? Yes, with team systems Sometimes No

2. Marketing & Lead Generation (8–12)

Goal: Assess ability to attract high-value projects.

08. Do you have a marketing system that consistently delivers profitable leads? Yes, multiple channels Partial, mostly word-of-mouth No

09. Do you market your business to attract both clients and skilled trades? Yes, consistent strategy Only for clients No

10. Do you have a 12-month marketing plan and budget beyond just a website or referrals? Yes, detailed and actionable Partial, limited budget No

11. Are you booked out 6–12 months with profitable work? Yes, minimum 20% GP Partially No, project-to-project

12. Do you track lead sources, enquiries, and conversion rates? Yes, systemised Partially No

3. Sales & Quoting (13–17)

Goal: Identify gaps in converting leads to jobs efficiently.

13. Do you have a system to qualify leads and avoid time wasters? Yes, documented for the team Process mostly in my head No system

14. Do you track sales conversion rates? Yes, regularly Occasionally No

15. Do you charge for pre-construction services or professional quotes? Yes, standard fee applied Sometimes No

16. Are your quotes structured to position your business above competitors and win profitable jobs? Yes, template used by team Sometimes No, price-focused

17. Do you track estimated vs actual project costs? Yes, every job Sometimes No

4. Systems & Operations (18–23)

Goal: Evaluate operational efficiency and reliance on the owner.

18. Do you have a system to qualify leads and avoid time wasters? Fully, can operate without me Partially, some gaps Minimal, everything runs through me

19. Do you have an operations checklist / roadmap for all areas of the business? Yes, documented and used Partial, scattered No

20. Can your team manage site operations & milestones without constant supervision? Yes, clear processes and responsibilities Partial, occasional guidance needed No

21. Do you regularly review and improve your systems based on industry best practice? Yes, continuous improvement Sometimes No

22. Do you have software, processes, and reporting in place to track work in progress? Yes, integrated Partially No

23. Can you step away from the business for a week and have it run smoothly? Yes, team handles operations Partial, some issues arise No, everything depends on me

5. Delivery & Project Management (24–29)

Goal: Assess project delivery, cost control, and quality.

24. Do you back-cost projects in real time to control labour, materials, and subcontractors? Yes, with integrated system Post-project only No

25. Does each team member know their role, responsibilities, and KPIs? Yes, documented clearly Partial, informal understanding No

26. Do you have a Variations / Change Order system to capture and invoice all changes? Yes, consistently Sometimes No

27. Do you track labour hours vs project targets for efficiency? Yes, weekly reporting Sometimes No

28. Do you have a project delivery checklist for quality and timeline control? Yes, documented and followed Partially No

29. Do you review completed projects to identify lessons learned and improve processes? Yes, regularly Sometimes No

6. Team & Leadership (30–36)

Goal: Assess team performance, training, and culture.

30. Do you have documented team values, expectations, and roles? Yes, applied consistentl Partial No

31. Do you communicate business vision, growth plans, and KPIs to your team? Yes, regularly Partially No

32. Can your team run day-to-day operations so you can focus on growth? Yes Partial No

33. Do you coach and train your team on systems and operational best practices? Yes, scheduled Occasionally No

34. Do you have a bonus or incentive system tied to project and company success? Yes, clear and measurable Partial No

35. Do you have a hiring plan aligned with growth and cashflow? Yes, strategic and scheduled Partial, reactive No

36. Do you have succession planning for key roles in the business? Yes, documented Partial No

7. Leadership & Vision (37–43)

Goal: Evaluate owner capacity, stress, and long-term planning.

37. How often do you feel overwhelmed or stuck in the business? Rarely Sometimes Constantly

38. Do you have a “Stop Doing” list to delegate tasks below your rate? Yes, implemented Partial No

39. Do you know your Professional Builder Rate (PBR) and apply it to delegate tasks efficiently? Yes Partial No

40. Do you plan your year including holidays, rest, and time to work ON the business? Yes, preloaded year Partial No

41. Do you have a playbook or plan for working ON your business, not just IN it? Yes, unique and updated Partial No

42. Do you have profit and cashflow to fund growth opportunities like developments, spec builds, or new projects? Yes, consistently Partial No

43. Do you have a life and business vision with milestones, tracked regularly? Yes, clear and actionable Partial No

Want Help Strengthening Your Business?

At ScaleUp Smart, we help builders:

Track job costs, margins, and cashflow with clarity

Keep projects on schedule and profitable

Build repeatable systems that reduce stress and mistakes

Price work confidently without competing on price alone

Spend 15 minutes and see how much time you could get back each week.

Book Your FREE, Discovery Call

If it feels like the right fit, try Scale Up Smart free for 30 days and Join 50+ in-house builders who already trust Scale Up Smart to support and streamline their operations.

No lock-in. No pressure. Just real support that works.