Holistic
Business
Checkup
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​A grounded way to reconnect with your business, get clear on your vision,
and move forward with clarity.
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In the day-to-day of running a business, it’s easy to get caught up in doing, without pausing to ask if it’s all still aligned with where you want to go.
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The Business Health Check Worksheet is a simple, powerful tool to help you step back, reflect, and take stock of what’s working and what might need attention. It’s not just about efficiency or goals (though we cover those too). It’s about building a business that feels as good on the inside as it looks on the outside.
This worksheet is here to support you in making intentional, aligned decisions, so you can lead your business with heart, purpose, confidence, and ease.
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What’s Inside:
A clear, structured review across 10 essential areas of your business:
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Purpose & Vision
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Products, Services & Value
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Leadership & Team
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Branding & Messaging
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Strategy & Planning
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Operations & Systems
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Financial Management
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Customer Experience
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Marketing & Visibility
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Innovation & Growth
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Each section includes thoughtful prompts and space for honest reflection, so you can reconnect with the heart of your business and identify what’s ready to evolve, what needs some TLC and what you may need to work on.
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Who It’s For:
Whether you’re:
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Starting fresh and want a clear foundation
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Restructuring or realigning your current business
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Or simply craving space to reflect and refocus
this checkup will meet you where you are and guide you forward.
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Why It Matters:
When you take the time to check in, with intention, honesty, and care, you unlock more than just strategy. You create space for alignment, energy, and ease.
You move from scattered to centred and you start building in a way that truly reflects your values, vision, and voice.
This isn’t about perfection, it’s about clarity, choice, and the courage to shift what’s no longer serving you.
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Ready to Begin?
Get in touch and let's get you clear on the direction of your business.
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