FORMA BUSINESS HEALTH ASSESSMENT
See What’s Holding Your Business Back.
The Forma Business Health Assessment uncovers the operational, sales, customer, and leadership bottlenecks limiting growth. In about ten minutes, you’ll receive a clear picture of where to focus first.
WHY MOST BUSINESSES GET STUCK
Growth problems rarely start where they appear.
Owners often assume they need more leads, more employees, better software, or more advertising. Sometimes they do. But the real constraint is frequently somewhere else: an inconsistent sales process, scheduling bottlenecks, weak follow-up, inefficient handoffs, leadership overload, or operating systems that cannot keep pace.
The assessment is designed to separate the symptom from the constraint — so you can invest with more confidence.
WHAT WE MEASURE
The parts of the business that determine whether growth holds.
01
Lead Generation
How consistently new opportunities enter the business.
02
Sales Process
How effectively opportunities become paying customers.
03
Customer Experience
The experience from first call through completed work.
04
Operations
Scheduling, handoffs, communication, workflow, and efficiency.
05
Leadership
Decision making, accountability, delegation, and priorities.
06
Technology & Data
CRM, reporting, automation, and business visibility.
HOW IT WORKS
A clear sequence from first answer to next action.
01
Complete the Assessment
Ten focused minutes.
02
Receive Initial Results
A structured first view.
03
Review Findings Together
Separate signal from noise.
04
Build the Forma Blueprint
Translate insight into a plan.
05
Prioritize Your Next 90 Days
Move the right work first.
WHAT YOU’LL RECEIVE
A more useful starting point than a list of ideas.
The assessment gives you a structured view of current strengths, likely constraints, and the conversations worth having next.
BUSINESS HEALTH SCORE
78 / 100
Sample score · a starting point for the review
✓ Executive Summary
✓ Growth Opportunities
✓ Hidden Bottlenecks
✓ Priority Recommendations
✓ Personalized Consultation
✓ Roadmap Discussion
WHO IT’S FOR
For owner-operated businesses that need a clearer operating picture.
HVAC
Turn more demand into scheduled, profitable work.
Plumbing
Build a stronger handoff from call to crew.
Electrical
Grow capacity without creating more operational drag.
Roofing
Improve follow-up, job flow, and visibility.
Landscaping
Make seasonal demand easier to plan and fulfill.
Auto Repair
Create a better customer journey and steadier throughput.
General Contractors
Bring more structure to estimating, scheduling, and delivery.
Manufacturing
Find the constraints between demand, capacity, scheduling, and delivery.
Professional Services
Improve delivery capacity, follow-through, and owner visibility.
Restaurants
Strengthen labor rhythm, guest experience, and operational visibility across busy service windows.
Dental Practices
Improve treatment acceptance, patient flow, schedule capacity, and team coordination without sacrificing care.
Property Services
Bring more control to recurring work, service quality, team scheduling, and customer retention.
FREQUENTLY ASKED QUESTIONS
Practical answers before you begin.
How long does it take?
Is this free?
Do I need financial statements?
Will I receive recommendations?
Can I implement the recommendations myself?
Do you sell software?
Can we work remotely?
BUSINESS HEALTH ASSESSMENT
A CLEARER PLACE TO START
Know where to focus before investing another dollar.
The right next step isn’t always obvious. The Forma Business Health Assessment helps you identify the few changes that will have the greatest impact.