Alloy Business Snapshot

Welcome to Unicorn Society! This quick snapshot captures the health of your business and builds your 90-day roadmap — the plan that will anchor every coaching call with John.

Before we start

Tell us about you

Takes about 10 minutes total. Have your last 3 months of P&L numbers handy. Your progress saves automatically in this browser.

Please add at least your name and studio so John knows whose snapshot this is.

Part 1 of 3 — Business Metrics

Your key numbers

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).

Part 2 of 3 — Team Operations

Who's on your team?

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.

NameRoleSessions coached / weekTenureStaffing pain points (if any)
Part 3 of 3 — Systems to Build

Where do your systems stand?

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.

Almost done — Prioritize

What matters most in the next 90 days?

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.

    YOUR SNAPSHOT REPORT

    Bring this report to your onboarding call with John. It becomes the anchor for every coaching call going forward: "Here's the plan we agreed to."
    1 · Metrics Focus — grow these, trim those

    Benchmarks from BFU's Big 5 Foundations of Financially Fit Gyms™. The green band is the healthy zone; the dot is you.

    MetricWhere you standStatusFocus
    2 · Team Snapshot
    3 · Your 90-Day Systems Roadmap

    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.