A Practical Review for a Better-Run Business
The Max Checklist helps you review the practical details that let a small business run better, market better, and grow without chaos. Work it after the 10P Scorecard for a deeper operational pass.
Plan & Priorities
Mission and goals written down; this quarter’s top three priorities named; owner calendar reflects them.
People & Process
Key roles documented; hiring/onboarding steps written; weekly team rhythm in place.
Products & Profits
Offers and margins reviewed; pricing current; monthly financial review scheduled.
Promotion & Performance
One primary marketing channel measured; lead follow-up process documented; core numbers reviewed monthly.
Done with your initial review?
How to Use This Checklist Without Creating Another Overwhelming List
Do not try to complete every item in one week. First take the 10P Scorecard. Then use this checklist to examine the operational details behind your lowest scores. Mark each item as working, weak, or missing. Choose no more than three fixes for the next work cycle.
Owner and Leadership Checks
Customer and Offer Checks
Marketing and Sales Checks
Operations and Financial Checks
When a checklist item exposes a leadership or decision problem, business coaching may help. When it exposes readiness for growth capital, review business financing options carefully and without approval assumptions.
Frequently Asked Questions
What should be on a small business checklist?
A useful small business checklist covers written priorities, clear roles, documented processes, a clear offer and pricing review, a follow-up process for enquiries, and a monthly review of key numbers.
What is the difference between a startup business checklist and a growth checklist?
A startup business checklist focuses on setup: offer validation, basic finances, and the first sales process. A growth checklist focuses on optimisation: delegation, repeatable marketing, margins, and finishing priority projects.
How often should I review my business checklist?
Review the checklist each quarter, or whenever growth creates new pressure. Mark each item as working, weak, or missing, and fix no more than three items per work cycle.