Triumph Business Solutions Profit Assessment Survey

Profitability Assessment Tool

This quick 15-minute assessment will show you where your business might be missing out on profits. Just pick the answer that best matches your business today.

First Name *

Last Name

Phone *

Email *

Business Name *

Industry *

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PRICING STRATEGY ANALYSIS

In this section, we'll look at how you handle pricing in your business.

Good pricing is one of the fastest ways to increase profits.
Small price changes can make a big difference in your bottom line.
Many businesses leave money on the table by not pricing correctly.

Points Available: 30 points

Time to Complete: 5 minutes

Checking your prices regularly helps you stay competitive.

When was the last time you reviewed your pricing strategy *

In the Last 3 Months (6 points)

3-6 Months (4 points)

6-12 Months (2 points)

More than a year (0 points)

Your pricing method affects your profits.

How do you decide what to charge? *

Based on value to customers (6 pts)

Cost plus markup (4 pts)

Same as competitors (2pts)

No real method (0 pts)

Your place in the market affects what you can charge.

Where are your prices compared to others? *

Higher than most (6 pts)

A bit above others (4 pts)

Same as others (2 pts)

Lower than others (0 pts)

Too many discounts can hurt your profits.

How often do you offer discounts? *

Rarely or special times only (6 pts)

During seasons only (4 pts)

Every month (2 pts)

All the time (0 pts)

Knowing what customers think about prices helps you charge the right amount.

Do you track what customers think about your prices? *

Yes, we keep data (6 pts)

Sometimes ask customers (4 pts)

Just guess (2 pts)

Never check (0 pts)

Pricing Strategy Score

Pricing Strategy Total Score

Great start! Keep going - your complete profit opportunity score will be revealed after completing all three sections.

PROFIT LEAK IDENTIFICATION

Now we'll find where money might be leaking from your business.

Think of your business as a bucket, even small holes can drain your profits over time.

Many businesses lose money without knowing it.

Points Available: 40 points

Time to Complete: 5 minutes

Regularly reviewing your costs helps catch problems early and spot ways to save money.

How often do you sit down and review your business costs to spot trends? *

Monthly with detailed analysis (8 pts)

Quarterly cost reviews (6 pts)

Yearly or when problems arise (4 pts)

Never review cost trends (0 pts)

Knowing what you spend to get customers helps control costs.

Do you know how much you spend to get each new customer? *

Know the exact amount (8 pts)

Calculated in the last 6 mths (6 pts)

Calculated in the last 12 mths (4 pts)

Never tracked it (0 pts)

Lost profits often hide in unbilled work and incorrect invoices.

How do you track and verify that all work is properly invoiced? *

Daily/weekly work-to-invoice audit (8 pts)

Monthly billing review process (6 pts)

Occasional spot checks (4 pts)

No verification process (0 pts)

Every business loses profit through unused time and capacity.

How do you monitor downtime and unused capacity in your business? *

Regular tracking of all team capacity and scheduling (8 pts)

Monthly review of busy vs. slow periods (6 pts)

Only notice during obvious slow times (4 pts)

Don't track unused capacity (0 pts)

Taking time to review how work gets done helps find ways to make more money.

How do you evaluate your business performance (yourself and/or team)? *

Regular reviews with clear metrics and goals (8 pts)

Scheduled reviews but no clear metrics (6 pts)

Informal or occasional reviews (4 pts)

No evaluation process (0 pts)

Profit Leak Score

Profit Leak Total Score

You're almost there! Complete the final section to unlock your total profit potential score and customized recommendations.

FINANCIAL STRUCTURE REVIEW

This last section looks at how you manage money in your business.

Good money management is like having a strong foundation for your house - it keeps everything stable and secure.

Points Available: 30 points

Time to Complete: 5 minutes

Knowing both your gross and net profit margins is key to making money-smart decisions.

How well do you track your profit margins? *

Know both gross and net margins, review monthly (6 pts)

Know overall margins, review quarterly (4 pts)

Know rough numbers, rarely review (2 pts)

Don't track profit margins (0 pts)

Regular financial reviews help you spot trends and make better money decisions.

How often do you review your complete financial statements (P&L, Balance Sheet, Cash Flow)? *

Monthly with detailed analysis (6 pts)

Quarterly financial review (4 pts)

Annual review only (2 pts)

Don't review financial statements (0 pts)

Understanding your revenue stability helps protect your profits.

How stable is your core business revenue? *

Strong base of repeat/subscription business (6 pts)

Mix of repeat and one-time customers (4 pts)

Mainly one-time purchases/projects (2 pts)

Irregular or unpredictable sales (0 pts)

A strong cash reserve ensures business continuity during unexpected downturns and provides the ability to invest in growth opportunities when they arise.

How many months of operating expenses do you have in reserve? *

6+ months of costs (6 pts)

3-6 months of costs (4 pts)

1-3 months of costs (2 pts)

No reserves (0 pts)

Understanding your debt type is crucial. Asset-building debt can strengthen your business, while high-interest operational debt can weaken it.

How would you describe your business debt? *

Only asset-building debt or no debt (6 pts)

Primarily bank loans at market rates (4 pts)

Combination of loans and short-term debt (2 pts)

Mostly short-term, high-interest financing (0 pts)

Financial Structure Score

Financial Structure Total Score

Great job completing the assessment! Click next to see your total score and schedule your personalized results review.

WE ARE CALCULATING YOUR SCORE...

Click "next" to see your results

We will be reviewing your results and sending you, a customized profit optimization roadmap and report within 90 minutes.

YOU MUST CLICK SUBMIT ON NEXT PAGE TO RECEIVE YOUR REPORT.

Your Profit Assessment Score

Total Profit Assessment Score (out of 100 possible)

READY TO TAKE ACTION?

Click "Submit" below to begin the processing of your report and book your 45-min coaching session (included) before slots are full.

PROFIT ASSESSMENT SCORING LEGEND

80-100 Points: OPTIMIZED FOR PROFIT

Your business demonstrates strong profit practices, but even high-performing businesses typically have 15-20% in untapped profit potential. Your detailed report will reveal specific opportunities to capture this additional revenue.

60-79 Points: PROFIT GAPS IDENTIFIED

Your score indicates significant profit opportunities are being missed. Most businesses in this range can increase profits by 25-40% within 90 days by implementing key changes. Immediate action is recommended to prevent further revenue loss.

Below 60 Points: URGENT PROFIT RECOVERY NEEDED

Your business is likely leaving substantial money on the table. Our analysis shows businesses scoring in this range typically have 50-100% in immediate profit potential going uncaptured each month. Swift action is crucial - every month of delay could be costing you thousands in lost revenue.