Free Download
33 questions. 7 domains. The exact framework we use in the first hour of every client engagement.
Print it, grab a pen, and be honest with yourself. What you find might surprise you.
Margin Consulting
33 questions across 7 domains — the same framework our team uses to identify $50K+ in hidden savings.
Your score
0/33
0–10 checkmarks
You're Leaving Money on the Table
Your gut has been telling you something's off. Businesses at this stage typically see the biggest gains from a structured assessment. The gaps are real, but they're fixable — usually faster than you think.
11–20 checkmarks
You've Got the Right Instincts
You've built something that works, but it depends too much on you and a few key people. You're ready to turn tribal knowledge into repeatable systems. Small changes create outsized returns here.
21–33 checkmarks
You're Ready for Transformation
Your foundation is solid. You're not putting out fires every day. This is where strategic automation and AI can multiply what you've already built.
marginai.consulting | hello@marginai.consulting | Room to Breathe. Room to Grow.
This checklist shows you where to look. Our full assessment shows you what to do about it — with dollar amounts attached.