JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
SMB Scale Index
Each question is rated 1–5 on how much you agree with the statement or how much it represents your company.
* Indicates required question
Email
*
Record my email address with my response
We have enough staff to meet demand without burnout or overtime.
1
2
3
4
5
Clear selection
There is at least one leadership or supervisory layer beyond the owner.
1
2
3
4
5
Clear selection
We can handle 10–20% more volume without chaos.
1
2
3
4
5
Clear selection
Turnover is low, and our culture supports retention.
1
2
3
4
5
Clear selection
Monthly revenue is consistent and predictable.
1
2
3
4
5
Clear selection
We know our margins and track profitability monthly.
1
2
3
4
5
Clear selection
The company is profitable even during slower seasons.
1
2
3
4
5
Clear selection
The owner’s pay is steady, not reactive to cash flow.
1
2
3
4
5
Clear selection
We maintain a stable backlog of 2–6 weeks of quality work.
1
2
3
4
5
Clear selection
Demand is consistent year-round, or seasonality is managed.
1
2
3
4
5
Clear selection
Leads are captured and followed up on reliably.
1
2
3
4
5
Clear selection
Scheduling stays full most weeks without overbooking.
1
2
3
4
5
Clear selection
We have the right balance between service calls, projects, and recurring work.
1
2
3
4
5
Clear selection
No single client or builder makes up more than 20% of total revenue.
1
2
3
4
5
Clear selection
We’ve started developing recurring or maintenance agreements.
1
2
3
4
5
Clear selection
Our average job size supports sustainable margins.
1
2
3
4
5
Clear selection
The company has clear reporting lines.
1
2
3
4
5
Clear selection
Key roles are filled with accountable people, not the owner doing multiple jobs.
1
2
3
4
5
Clear selection
Leadership makes decisions with data, not emotion.
1
2
3
4
5
Clear selection
The business could operate for a week without the owner.
1
2
3
4
5
Clear selection
The company has a written vision and 1-year, 3-year, and 10-year goals.
1
2
3
4
5
Clear selection
Leadership is aligned on quarterly priorities.
1
2
3
4
5
Clear selection
Every team member understands the direction of the company.
1
2
3
4
5
Clear selection
The vision is revisited and refined at least annually.
1
2
3
4
5
Clear selection
Everyone knows their seat and key responsibilities.
1
2
3
4
5
Clear selection
Underperformance is addressed promptly and directly.
1
2
3
4
5
Clear selection
Reviews and one-on-ones happen consistently.
1
2
3
4
5
Clear selection
We hire and promote based on values and performance.
1
2
3
4
5
Clear selection
Core workflows (dispatch, quoting, closeout) are documented and followed.
1
2
3
4
5
Clear selection
Every new hire can be trained from existing documentation.
1
2
3
4
5
Clear selection
Processes are improved or updated when they break.
1
2
3
4
5
Clear selection
We have a consistent system for capturing and storing SOPs.
1
2
3
4
5
Clear selection
We track key numbers weekly (leads, jobs, win rate, cash, backlog).
1
2
3
4
5
Clear selection
Financials are current, accurate, and reviewed monthly.
1
2
3
4
5
Clear selection
Leaders use dashboards or scorecards to make decisions.
1
2
3
4
5
Clear selection
Each department has 3–5 KPIs it owns.
1
2
3
4
5
Clear selection
Leadership meets weekly with a clear, consistent agenda.
1
2
3
4
5
Clear selection
Issues are solved and closed, not revisited repeatedly.
1
2
3
4
5
Clear selection
Quarterly and annual planning sessions are scheduled and completed.
1
2
3
4
5
Clear selection
Rocks and priorities are tracked to completion every quarter.
1
2
3
4
5
Clear selection
Submit
Clear form
This form was created inside of Speich Consulting.
Does this form look suspicious?
Report
Forms
Help and feedback
Contact form owner
Help Forms improve
Report
