Name
1) How consistent are your documented standard operating procedures (SOPs) for daily operations?
2) How reliable are your financial reporting and bookkeeping processes (accuracy and timeliness)?
3) How well are your cash flow practices managed (forecasting, reserves, and collections)?
4) How effective is your sales pipeline management (lead tracking, follow-up, and conversion metrics)?
5) How strong are your customer service and support workflows (response times, issue resolution, documentation)?
6) How well do you manage people operations (hiring, onboarding, training, and performance)?
7) How mature are your inventory, vendor, and purchasing controls (if applicable)?
8) How secure and well-managed are your business systems and data (access control, backups, cybersecurity basics)?
9) How clear are your KPI dashboards and operational performance tracking (weekly/monthly review cadence)?
10) How effective is your planning and prioritization (quarterly goals, weekly priorities, and execution)?

Are you a business coach, operations consultant, bookkeeper, fractional COO, or small business advisor helping entrepreneurs build scalable operations? The Small Business Operations Health Check Template is a weighted assessment designed to help small business owners objectively evaluate the strength and scalability of their operations.

Exploring the Small Business Operations Health Check Template

This ready-to-use Weighted Quiz template guides participants through 10 strategic multiple-choice questions about how their business currently operates, making it perfect for business coaches, operations consultants, fractional executives, bookkeepers, and small business management platforms. Here’s what you’ll find inside the template:

Name and Email Collection Fields

The quiz starts by capturing each participant’s name and email address. This data enables you to track which business owners have completed operational health assessments and send personalized follow-up resources based on health score (e.g., basic systems templates for low scores, scaling strategies for high scores).

10 Multiple-Choice Questions on Critical Operational Areas

The template has 10 multiple-choice questions assessing critical operational areas that determine business scalability like process consistency, financial routines, cash flow habits, sales pipeline tracking, customer support workflows, people operations, KPI visibility, and more.

Each answer choice is assigned a weight value (0-35) in the WPForms Quiz settings, reflecting the relative maturity and scalability of that operational practice. The quiz then automatically calculates the total weighted score and displays it as a percentage.

4 Conditional Outcomes Based on Score Thresholds

The template includes four pre-configured outcome conditions based on percentage score ranges using WPForms’ conditional logic with “greater than” and “less than” operators. Participants see different recommendations depending on their operational health level.

  • Outcome 4 (Excellent / Scale-Ready) – Greater than 75%: Congratulatory message recognizing strong operational foundations with suggestions for advanced optimization.
  • Outcome 3 (Strong) – Greater than 50% – Less than 75%: Positive message acknowledging solid operational practices with specific recommendations for strengthening weaker areas.
  • Outcome 2 (Developing) – Greater than 25% – Less than 50%: Constructive message highlighting that operational inconsistencies are likely creating bottlenecks.
  • Outcome 1 (Needs Attention) – Less than 25%: Direct, supportive message explaining that operational gaps are significantly limiting growth potential, with clear next steps.

Each outcome can be customized to include rich text formatting, downloadable operational templates (process documentation, financial dashboards, KPI trackers, planning frameworks), embedded videos explaining operational best practices, links to business management tools, consultation booking calendars, or course enrollment options.

Flexible Customization Options

While the Small Business Operations Health Check Template comes ready to use, you have complete flexibility to customize it for your specific methodology and audience:

  • Edit Questions: Modify questions to focus on specific industries or business models (service businesses, product companies, e-commerce, professional services, etc).
  • Adjust Weight Values: Change weight assignments based on your experience with what matters most for operational scalability in different contexts.
  • Add or Remove Questions: Include additional assessment areas like inventory management, quality control, or compliance, or streamline to fewer questions for quicker completion.
  • Customize Score Thresholds: Adjust the percentage ranges for each outcome level to match your assessment framework.
  • Rewrite Outcomes: Tailor outcome messages to reflect your consulting methodology, proprietary frameworks, or service offerings.
  • Include Action Plans: Provide specific implementation guides, process templates, or tool recommendations based on operational health level.
  • Brand the Experience: Apply your logo, professional colors, and styling to create a cohesive brand experience.
  • Integrate with Your Business Systems: Connect quiz results with your CRM, email marketing platform, or client management tools to trigger appropriate follow-up sequences.

Getting Started is Easy!

The Small Business Operations Health Check Template is included with WPForms Pro or higher license levels. Once you have access to the Quiz Addon, simply:

  • Select the Small Business Operations Health Check Template from your WPForms template library.
  • Customize questions, weight values, outcomes, and score thresholds to fit your methodology.
  • Embed the quiz on any page or post using the WPForms block or shortcode.
  • Start collecting responses and helping business owners build more scalable operations.

Ready to Build Your Operations Health Check Quiz?

Help small business owners identify operational bottlenecks and build more consistent, scalable operations. Get WPForms Pro to access the Small Business Operations Health Check Template and create weighted assessment quizzes that demonstrate your expertise and deliver actionable insights.