$5K/Month Business Audit Checklist

Diagnose the structural failures keeping you below $5K/month. 15 items, 4 categories, 10-15 minutes. Every "No" includes your specific first step to fix it.

12-15 Yes

Sound structure

8-11 Yes

Structural gaps

4-7 Yes

Compounding failures

0-3 Yes

Fundamental redesign needed

Time-for-Money Trap

0/4

These items diagnose whether your income is structurally tied to your hours in a way that creates a ceiling.

I know my effective hourly rate (after commission, prep, travel, and admin time)

I earn revenue from at least one source that is not tied to me being physically present for a session

I have calculated the maximum number of sessions I can sustainably deliver per week — and I know how close I am to that number

If I took two weeks off, I would still earn some income from my training business

Pricing Structure

0/4

These items diagnose whether your pricing creates or limits your income potential.

I have raised my rates in the last 12 months

I charge differently based on the value I deliver (not just the time I spend)

My pricing accounts for gym commission — meaning my take-home rate, not my gross rate, meets my income target

I could clearly explain to a prospective client why I charge what I charge (and it is based on outcomes, not hours)

Revenue Model

0/4

These items diagnose whether your revenue structure has built-in recurring income and client retention mechanics.

At least 25% of my monthly revenue comes from recurring subscriptions or retainers (not per-session payments)

#10

I have a documented system for converting short-term clients (session packs, trials) into long-term recurring clients

#11

My average client stays with me for more than 6 months

#12

I have at least two distinct revenue streams from my training business (not just 1-on-1 sessions)

Leverage and Systems

0/3

These items diagnose whether you have the operational leverage to grow without proportionally increasing your hours.

#13

I use software that automates at least one of the following: scheduling, billing, or client check-ins

#14

I could onboard a new client without spending more than 30 minutes of manual setup time

#15

I spend less than 5 hours per week on non-coaching tasks (admin, scheduling, billing, marketing)

0/15 answered — complete all items to see your full results and priority action.

Results vary based on market, pricing strategy, and execution. This checklist is for self-assessment purposes and does not guarantee specific income outcomes.