CrestPoint Ventures

Free assessment

The 90-Day Test.

Fifteen questions about who your business actually runs through, and a few unscored ones after. About ten minutes. Your answers put you in one of eight owner profiles, and we email you the report behind it.

Before you start

One reading note. “Runs without me” means the work happens without you, whether a person or a system does it. Which of those it is turns out to matter, and the questions near the end ask.

Answer for a normal week rather than a good one. Nobody sees this but you and us.

The questions

All fifteen are required, and so are the two right after them. Everything past that is optional, and it is what makes the report specific to you rather than generic.

  1. Quoting & Pricing

    1Who prices the work: quotes, bids, estimates?

  2. Quoting & Pricing

    2Is the reasoning behind your pricing written down anywhere?

  3. Sales & Customers

    3Who keeps new business coming in, from finding prospects to closing the sale?

  4. Sales & Customers

    4If your top five customers had a problem today, who would they call?

  5. Production & Technical

    5Who makes the call when a job goes wrong?

  6. Production & Technical

    6How many problems end up on your desk?

  7. Purchasing & Vendors

    7Who negotiates with vendors and subcontractors and sets terms?

  8. Purchasing & Vendors

    8Who researches new vendors and subcontractors and compares pricing?

  9. Purchasing & Vendors

    9Once a vendor is set up, who issues the purchase orders?

  10. People

    10Who hires, reviews and lets people go?

  11. Money

    11Who chases the money and approves credit?

  12. Money

    12Before money goes out or a commitment is made, how much is already decided?

  13. Knowledge & Systems

    13Whose name are the licenses, permits and accounts in – phone, domain, bank, software?

  14. Knowledge & Systems

    14Is any of the above written down in a form someone else could follow?

  15. Knowledge & Systems

    15What is the longest you have been completely away in the last two years?

Two more. Not scored, and both required.

Handing work to people takes it off your desk. It does not make it worth doing. These two decide half your result, which is why they are not optional.

When the work is not yours, how much of it is typing information into your systems by hand: bills that arrived as PDFs, orders that came by email, numbers copied from one system into another?

How much of your team's week goes to gathering information: looking things up, pulling records together, chasing what is missing, rather than talking to customers or making decisions?

Most owners undercount the next one until they count it.

Out of a normal week, how many of your own hours go to work someone else could do if the rule were written down?

Last two, and they are the easy ones.

Optional, like the three above them. They tell us what the result should be read against, and skipping them costs you the part of the report written for your situation.

What do you most want from this business in the next few years?

What has stopped this from getting fixed so far?

Where should we send your report?

Your answers put you in one of eight owner profiles. You get the profile on the next screen. The report comes by email within one business day, after I have read your answers myself: the four readings behind your profile, your score out of 45, the three answers holding it down, and where the work starts. Nothing else, and no list.

If you tell us the business name, we go one step further: we look at your industry, and where public information allows, your business itself, and fold what we find into what we send.

One person reads every submission and writes every result: a CFO twice over, with twenty years of being brought in to run companies that had outgrown how they were being run.

0 of 15 answered

Your profile lands on the next screen. The report comes back within one business day, read by a person first. No calls unless you ask for one.