Q01
Message
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Business Performance & Health Evaluation Survey
A structured health check for evaluating how a business is performing across strategy, financials, operations, and team. Combines scored ratings, a prioritization exercise, and a budget allocation trade-off with an AI follow-up interview that digs into the real root cause behind the weakest area. Built for owners, executives, and advisors running a periodic business review.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
Which best describes the business's current stage?
- Early-stage / startup
- Scaling / high growth
- Mature / stable
- Turnaround / recovery
Q03
Opinion ScaleRequired
Overall, how has the business performed against the goals set 12 months ago?
Scale: 1 – 10
Min:Far behind goalsMax:Far exceeded goals
Q04
MatrixRequired
Rate the business on each of the following dimensions.
7 rows × 5 columns
- Financial health and cash flow
- Product or service quality
- Customer satisfaction and retention
- Team capability and morale
- Operational efficiency
- +2 more
Columns: Poor · Below average · Average · Good · Excellent
Q05
Best–Worst Trade-off (MaxDiff)Required
For each set, pick the area most important and least important to address in the next 12 months.
- Improving cash flow and profitability
- Strengthening the leadership team
- Expanding into new markets or segments
- Improving product or service quality
- Increasing customer retention
- Streamlining operations and reducing costs
- Building brand awareness and demand generation
Pick best & worst per setBest:Most important to addressWorst:Least important right now
Q06
Point AllocationRequired
If you had 100 points to allocate across next year's investment priorities, how would you split them?
- Sales & marketing
- Product development
- Operations & systems
- Hiring & talent
- Customer success
- Technology & infrastructure
Allocate 100 points
Q07
Rating ScaleRequired
How confident are you that the business will hit its goals over the next 12 months?
Range: 1 – 5
Min:Not confident at allMax:Extremely confident
Q08
Multiple ChoiceRequired
Over the last 12 months, has the business's revenue...
- Declined significantly
- Declined slightly
- Stayed flat
- Grown slightly
- Grown significantly
Q09
Short Text
What's the single biggest win for the business in the last quarter?
Q10
AI Interview
Identify the dimension the respondent rated lowest in the performance ratings and probe the specific root cause — is it a resource constraint, a skills gap, a market factor, or a leadership decision? Ask for a concrete recent example that illustrates the problem, and if revenue grew despite low ratings elsewhere, reconcile that tension by asking what's masking the underlying issue. Close by asking what would need to be true for this area to visibly improve in the next two quarters.
Q11
Multiple Choice
What is your role in relation to this business?
- Owner or CEO
- Executive or senior manager
- Board member or investor
- Consultant or advisor
- Other
- Prefer not to say
Q12
Multiple Choice
What industry does the business operate in?
- Retail or e-commerce
- Manufacturing
- Professional or financial services
- Technology or software
- Healthcare
- Hospitality or food service
- Other
- Prefer not to say
Q13
Multiple Choice
How many employees does the business have?
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-1,000 employees
- More than 1,000 employees
- Prefer not to say
Q14
Message
That's everything — thank you! Your ratings and answers will feed into a business review report highlighting priorities and recommended next steps.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Combines scored ratings (matrix across strategy, financials, operations, team) with a max-diff prioritization exercise and a constant-sum budget allocation trade-off in one flow, not just a flat list of questions
- Includes an AI follow-up interview that automatically identifies the respondent's lowest-rated dimension and interviews them on the root cause, something static form builders cannot do
- Captures both quantitative signals (opinion scale on 12-month goal performance, confidence rating on hitting future goals) and qualitative color (biggest win, root-cause probing) in a single pass
- Built specifically for a periodic business health check used by owners, executives, and advisors, with responses feeding into an auto-generated business report
Jotform
Business Evaluation Form TemplateA static, fielding-ready form template covering standard business evaluation fields. It's built on Jotform's drag-and-drop form builder, so it's easy to customize but is a fixed question set with no adaptive logic. Good for quick internal reviews rather than deep diagnostic interviews.
What it does well
- Easy to customize via Jotform's drag-and-drop builder
- Fielding-ready out of the box
- Part of a large, well-established template library
Where it falls short
- No adaptive AI follow-up questioning — every respondent sees the same fixed fields
- No mechanism to automatically dig into the weakest-rated area's root cause
- No automated per-response quality scoring or transparent prompt methodology
SurveySparrow
Business Evaluation Form TemplateA conversational, one-question-at-a-time form template in SurveySparrow's chat-style format, which makes it feel more engaging than a traditional form. It's still a static question sequence, not an AI-driven interview, and pricing/tiering for this template's use case isn't specified on the page.
What it does well
- Conversational, chat-like UI that can feel more approachable than a traditional form
- Fielding-ready template available immediately
- Mobile-friendly conversational format
Where it falls short
- Conversational UI is not the same as adaptive AI probing — questions and order are fixed, not generated from responses
- No root-cause follow-up on whichever dimension scores lowest
- No voice AI interview option or automated report generation described
Typeform
Business Evaluation Form TemplateA polished, one-question-at-a-time template known for strong design and completion rates. It supports basic conditional logic but is fundamentally a static template rather than an interview that adapts based on what a respondent's weakest area turns out to be.
What it does well
- Clean, well-designed one-question-at-a-time UX known to improve completion rates
- Basic conditional branching logic available
- Fielding-ready template usable immediately
Where it falls short
- Branching logic is rule-based, not an AI-driven adaptive follow-up interview
- No automated identification of a respondent's weakest dimension with targeted probing
- No published per-response quality scoring or prompt transparency
QuestionPro
Performance Evaluation Survey Questions + Sample Questionnaire TemplateThis page reads more like a guide with sample questions and best practices than a single fielding-ready template, and it leans toward general performance evaluation rather than a dedicated strategy/financials/operations/team business health check. Useful as a reference for question ideas, but requires assembly into an actual survey.
What it does well
- Provides sample question banks and guidance on performance evaluation best practices
- Backed by QuestionPro's broader survey platform and analytics tools
- Flexible starting point that can be adapted to different evaluation contexts
Where it falls short
- Presented as a question guide/article rather than a ready-to-field structured template
- No adaptive AI interview to dig into root causes behind the weakest-rated area
- No built-in prioritization (max-diff) or budget trade-off (constant-sum) exercise described
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.