Sort your month

Tick what's going wrong, starting with whatever's costing you the most. The order you tick in is the ranking, so your first three ticks become this month's top three. There's no scoring formula. You know your business, and this just puts it in order.

Tick in order of how much it hurts

Nothing ticked yet

There's no real plan. We react.Busy all year, the margin doesn't move, every decision lands on you.
We spend on marketing. Not much comes back.Freelancers, an agency or ads, but no plan tying them together.
Nobody senior owns marketing.You manage the agency yourself, or nobody does.
People don't get what we do.Everyone explains it differently, and buyers compare on price.
We're launching something new.A product, a service line or a location, with a date and no plan.
I can't tell what's working.Reports come in, and you still don't know where the leads come from.
Leads go quiet after the first contact.Quotes go out and follow-up depends on who remembers.
The bank or investors want a plan.A loan application, BDC, CSBFP or an investor meeting, often with a date.

Untick something and everything after it moves up.

This is a general, illustrative starting point for a conversation, not financial, legal, tax or other professional advice. It doesn't predict or guarantee any result for your business. Full disclaimer in the Terms of Service →