Freelancing Business Health Scorecard

  • 1. Metrics

    Having a business scorecard is important. Without one, you’re flying blind, not knowing where success and failure is. Find and fill in the information below. If you don’t have exact numbers or information, enter your best guess estimate.
  • What number of potential clients contact you requesting a project each month?
  • What percentage of your generated leads turn into signed deals?
  • What is the average price of all the proposals you submit?
  • How long, on average, do you wait from delivery until payment?
  • What percentage of your time is spent working ‘on’ your business — not on client work?
  • If you got no new clients starting today, how many months could your current clients + savings sustain you before you had to find some new way to bring money in?
  • 2. Goals

    What are your goals for your business?
  • What is your total annual take home income over the last 12 months?
  • What are three desired outcomes you have for your business?Feel free to type as much - or as little - as you'd like.
  • What do you want your total annual take home income to be in 12 months?
  • 3. Issues

    It’s normal to have issues. Feel comfortable calling out your top issues holding you back from achieving your desired outcomes and income.
  • This is the first or primary issue you're experiencing in your business.
  • This is a secondary issue you're experiencing in your business.
  • This is a secondary issue you're experiencing in your business.
  • Where should we send your Business Health Scorecard?