Business Health Check

Please check each box that resonates, or applies to your business! :)

You bought a CRM to bring order to sales. Instead, it became one more thing people avoid updating.

Leak #1 Sales CRM Traps

Deals sit in the same stage for weeks with no one following up

Reps keep their "real" pipeline in their head, a notebook, or a personal spreadsheet

You can't say with confidence what's likely to close this month

Data entry happens after the fact, if it happens at all

Leads go cold because no one owns the follow-up

Are your sales as good as you feel they should be?

Every tool was a good decision on its own. Together, they've created a patchwork nobody fully trusts.

LEAK #2 Fragmented Tech Stack

Your CRM, quoting tool, accounting software, and ops systems don't talk to each other

The same customer or order info gets typed into 2–3 different systems

Different departments each swear by their own "source of truth"

You've bought software that's barely used, or used differently by each person

Getting one clean report means exporting from three places and stitching it together by hand

The business runs — but mostly because you're holding it together.

LEAK #3 Owner-Dependent, Undocumented Processes

Key processes live in someone's head, not in a document your team can follow

New hires take months to get up to speed because there's nothing written down

Decisions of every size still land on your desk

If you took two weeks off, things would visibly slip

"The way we do it" varies depending on who's doing it

Small, invisible decisions on every quote are adding up to a real margin problem.

LEAK #4 Inconsistent Quoting & Pricing Discipline

Discounting is more about the mood of the moment than a set policy

Quotes take different amounts of time and follow different formats depending on who builds them

You've never actually measured win rate by quote type, size, or rep

Margin varies job to job with no clear reason whyPricing hasn't been reviewed in over a year, despite rising costs

Pricing hasn't been reviewed in over a year, despite rising costs

Human Resources

Are your employees working up to your standards?

Are you having retention problems?

Do you use headhunters of staffing firms to fill in where or when needed?

Where do you stand?

-----------------------------

By checking this box, I consent to receive non-marketing text messages from [BUSINESS NAME] about your Business Health. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Privacy Policy | Terms of Service

Copyrights 2026 | CityVU | Privacy policy