Takes about 10 minutes total. Have your last 3 months of P&L numbers handy. Your progress saves automatically in this browser.
If you have multiple Alloy locations, use your most recently opened location when answering the following questions.
Please add at least your name and studio so John knows whose snapshot this is.
Enter a trailing 3-month average for each (add the last 3 months, divide by 3). Estimates are fine — directionally right beats perfect.
Please fill in every number (use 0 if it truly is zero).
One row per team member. This gives John the full picture going into your call — no scoring, just a snapshot. Solo right now? Skip ahead.
| Name | Role | Sessions coached / week | Tenure | Staffing pain points (if any) |
|---|
For each foundational system, mark your honest status: Not started, Working model (it exists but isn't consistent or documented), or Complete (documented, followed, and audited).
Please mark a status for every item.
These are the systems you haven't completed yet. Drag them into priority order (or use the arrows) — most important at the top. Your top priorities become Month 1 of your roadmap.
Benchmarks from BFU's Big 5 Foundations of Financially Fit Gyms™. The green band is the healthy zone; the dot is you.
| Metric | Where you stand | Status | Focus |
|---|
Call review — complete this together with John
Fill these in during your onboarding call. Then hit the button below so the agreed plan lands in John's inbox for future reviews.