The small business admin health check
Ten quick questions across the five stages of a job — quoting, invoicing, getting paid, staying organized, and winning the next one. Answer honestly and get a plan for your two weakest stages, with the exact guide, template, and tool to fix each.
Runs entirely in your browser — the client names and amounts you type here are never sent to us, never stored on our side, and gone when you close the tab. Why we can say that →
The ten questions
Your results
Fix this first
Make the quote a document, not a guess
A written, itemised quote — same format every time, with what’s included and what isn’t — closes more jobs than a number texted from memory, and it gives you something to follow up on when you don’t hear back.
Let the invoice carry across, and send it fast
An invoice that’s retyped from scratch is an invoice that goes out late. Carrying the quote’s details straight across — and billing the day the work finishes, not whenever you get a run at the paperwork — is the single biggest lever on how fast you get paid.
Agree the terms up front, then chase on a schedule
Late fees only work if a client agreed to them before the work started, and chasing only works if it happens on a schedule instead of when you remember. Both are five minutes of setup that pay for themselves on the first slow-paying client.
Track the job in one place, not five
A job scattered across texts, a notebook, and memory is a job you’ll lose track of the moment you’re juggling more than a couple at once. One place, with a status you trust, turns a client’s question about last year into a five-second answer instead of a guess.
Ask while the work is still fresh
A happy client is the cheapest lead you’ll ever get, but only if someone asks — for a review, a referral, or just a check-in a few months on. A finished job that ends at “paid” is leaving the easiest follow-up work on the table.
The five stages, and what good looks like
Whether or not you finish the questions above, here’s the fix for each stage — the content the questionnaire routes to, laid out in full.
Quoting the job
Make the quote a document, not a guess. A written, itemised quote — same format every time, with what’s included and what isn’t — closes more jobs than a number texted from memory, and it gives you something to follow up on when you don’t hear back.
Invoicing the job
Let the invoice carry across, and send it fast. An invoice that’s retyped from scratch is an invoice that goes out late. Carrying the quote’s details straight across — and billing the day the work finishes, not whenever you get a run at the paperwork — is the single biggest lever on how fast you get paid.
Getting paid
Agree the terms up front, then chase on a schedule. Late fees only work if a client agreed to them before the work started, and chasing only works if it happens on a schedule instead of when you remember. Both are five minutes of setup that pay for themselves on the first slow-paying client.
Staying organized
Track the job in one place, not five. A job scattered across texts, a notebook, and memory is a job you’ll lose track of the moment you’re juggling more than a couple at once. One place, with a status you trust, turns a client’s question about last year into a five-second answer instead of a guess.
- Keep track of jobs without a spreadsheet
- Running late and overruns
- The quiet season
- Quiet season check
- Taking time off
- Time off check
- Working hours and boundaries
- Working hours check
- Take the tour
Winning the next job
Ask while the work is still fresh. A happy client is the cheapest lead you’ll ever get, but only if someone asks — for a review, a referral, or just a check-in a few months on. A finished job that ends at “paid” is leaving the easiest follow-up work on the table.
Common questions
Is this actually free?
Yes — no signup, no email, no account. Answer the ten questions and the plan is right there on the page.
Do you keep my answers?
No. Nothing about which option you picked is written to storage or sent to us — your answers live in the page and nowhere else, and the scoring resets the moment you close the tab or reload. One thing does leave the page, and we’d rather say so than let you assume otherwise: once all ten are answered we log a single anonymous event carrying your overall score, its band, and which one stage came out weakest — three numbers, no answers, no identity. It’s how we decide which guide to write next. What we collect, in full →
What if I disagree with a score?
The scoring is deliberately blunt — three options per question, worth 0, 1, or 2. It’s a prompt to think about a stage, not a verdict on your business. If a question doesn’t fit how you work, skip ahead to the stage’s fix and read it anyway; the guide and links underneath every stage are useful on their own.
Is this just a sales pitch for BizBinder?
The plan it prints works whether or not you ever use BizBinder — every fix links to a free guide, a free template pack, or a free tool. We do think BizBinder is the easiest way to actually run the fixes, which is why it’s mentioned at the bottom, but the check-up itself doesn’t require it.
Want the fixes above to run themselves?
BizBinder is the guides, templates, and tools above, wired together — quotes that carry into invoices, reminders that go out on schedule, one place to track every job, and a follow-up that fires after the work’s done. This check-up is the diagnosis; BizBinder is the fix, already built.
You are on the list.
A person reads every request. You will hear from us within one business day.
- 01 A person reads your note — not a queue.
- 02 You get an invite as spots open.
- 03 Your admin starts filing itself.
The free library is open while you wait. Nothing in it needs an account.
- guide How to keep track of jobs without a spreadsheet The six-stage system here is the frame the rest of this stage’s tools and sheets hang off.
- tool Day plan check Type in your start time, your target finish, and up to six jobs with their travel and on-site time, and see whether the day actually fits — plus the first job that misses its fixed start time.
- tool Unbilled work check Type in your usual payment terms and up to six finished jobs with their amount and finish date, and see the total sitting unbilled, the oldest job’s age, and a sweep order — oldest first.