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Do you have a ‘Business of SMART Systems’ (BOSS) Business?

Find out if your business is a Business of SMART Systems (BOSS), in less than 60 minutes, by taking The helpful BOSS Test below. Measure how your systems perform in the 8 Fundamental areas of business and receive key actions to take to up-level your systems.

*First test is FREE. Subsequent tests are at the full RRP of $97 US

👉🏻 So many business owners want to be working smarter but don’t know how

👉🏻 They feel like they spend so much time doing the menial work, and just want to get back to doing more of what they love

👉🏻 They are itching to scale in the most efficient way possible


Wouldn’t it be nice to have a plan to systemise so you can focus on what excites you?


The BOSS Test is for you if you want to:

✔ Scale your business (and not burn out in the process)

✔ Ensure you are working SMART across your entire business

✔ Set your new business up for success

✔ Automate your processes so you can free up your time and make more money

✔ Be given clear action steps to help you up-level your systems

✔ Have a way to visually measure your progress over time

The BOSS Test is NOT for you if you are looking for:

❌ A magic bullet
The BOSS Test is not an easy fix! Rather, it is the beginning of a process. To truly improve your systems, you will have to implement the changes laid out in the report and do the work required.

❌ A bespoke systems solution.
While The BOSS Test will guide you on which Systems areas you need to improve, it will not tell you which specific systems to use, because there are no one-size-fits-all Systems solutions.

❌ Something you do once and file away in a drawer.
I mean, you could do that, but that’s not going to give you high value. The BOSS Test is designed as a working map, for action takers and people who want to scale their business.

What do you get when you take The BOSS Test?

An in-depth survey of 30 Business Systems Areas

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Video Modules to help you understand the report and prioritise implementation

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A 33-page personalised PDF Report/Workbook

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The BOSS Test covers all 8 Fundamentals of Business

The 8 Fundamentals of Business (1)

The 8 Fundamental areas it assesses are:

  • The Business Owner
  • The Business Plan
  • The Business Finances
  • Operational Systems & Processes
  • The Team
  • The Brand
  • Sales & Marketing Planning
  • Customer Experience

These are the 8 areas we find that every business needs SMART Systems in.

These are then broken down further into 30 key systems


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1.1   Time Management

1.2   Health

1.3   Priority Commitment


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2.4   Business Plan and Goals



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3.5   Sales/Cash Flow

3.6   Financial Systems

3.7   Asset and Asset Management

3.8   Measuring and Reporting

3.9   Financial Compliance/Tax Returns


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4.10   Customer Management

4.11   Information Management

4.12   Communication Management

4.13   Job/Sales Management

4.14   Marketing Management


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5.15  Team Roles

5.16  Paperwork Compliance

5.17   Team Key Performance Indicators/Goals/Review Meetings

5.18   Team Climate

5.19   Team Fit


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6.20   Logo

6.21   Website

6.22   Email

6.23   Style Guide

6.24   Templates



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7.25   Sales Plan

7.26   Marketing Plan

7.27   Social Media Plan


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8.28   Customer Feedback

8.29   Wait Times for Products/Services

8.30   Client Communication

*First test is FREE. Subsequent tests are at the full RRP of $97 US

Each of your Systems is reviewed and assigned a colour-coded level…

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What are the Levels?

The business levels used are based on the first 5 levels of Roger Hamilton’s Wealth dynamics:

The framework measures and assigns the performance of business systems according to the following criteria.

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GREEN Level – Great Systems exist which are optimal for the size of the business, and are being used strategically with consistent monitoring.

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YELLOW Level – Good Systems exist and are being used consistently. But, there is a key component missing, for example: regular reviews, strategy etc.

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ORANGE Level – Systems exist but are used inconsistently, may be insufficient, or may be labour intensive/limited in scalability

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RED Level – Systems exist but are insuffient

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INFRARED Level – Systems don’t exist

After taking the test, you will be provided a personalised PDF report.

The BOSS Report is a helpful mix of Test results, suggested key actions/strategies, and workbook space to help you plan your Systems improvements.

The BOSS Report Sample (1)

*First test is FREE. Subsequent tests are at the full RRP of $97 US

Why it Works

✔ It provides a clear strategy and map for the up-levelling of your Systems

✔ It avoids wasting time and money implementing systems that haven’t been well thought out, aren’t strategic and don’t integrate with each other

✔ It gives you clear action steps to take for each of the 30 different systems areas

✔ It allows you to track your progress well over time

But I’m so busy, how will I have time to make the changes?

Great question, I’m glad you asked. If you are “too busy” this is the reason you need The BOSS Test.

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Every business has parts that need improvement (including ours). Businesses change and morph continually so the businesses systems need constant reviewing.

The BOSS Test will help you work out which areas of the business are most important to prioritise.
Even though there are 30 areas we address, they are not all of equal importance. The BOSS Report will help you understand which are the most important areas for your business to upgrade first.

Then, if you’re busy, you can outsource this work to a team member, hire a consultant or a VA.

Without making systems changes though, it’s easy to get stuck in the unpleasant cycle of busy-ness and be unsuccessful at scaling.

*First test is FREE. Subsequent tests are at the full RRP of $97 US

Other Frequently Asked Questions

  • The Test itself takes 30-60 minutes. However, to give you the most value, we’ve included some bonus video content. Allow 1.5 – 2 hours to go through the entire process.

  • We measure 30 different systems and 8 different areas, because we found that if people came to us for one system solution, and we implemented that for them, then often it would uncover another issue we hadn’t previously known about.
    On discovering that, it often led to wasted time, because we had to go and make alterations to the solution.

    We soon discovered that it actually saved a lot of time but looking at the big picture first, assigned priorities and worked to a longer-term upgrade plan.

    This process became so successful with our clients, that we designed The BOSS Test to automate the process for us.

  • That is difficult to say – how long is a piece of string? The work involved in implementing changed to improve your systems will depend on so many factors – what are your goals, what are the current systems you operate, what are the most urgent improvements you need, how bad are the existing systems?

    The BOSS Test is definitely the first step in a process of up-levelling. 

    How many changes you decide to implement after taking it is completely up to you.

  • This partly depends on your results, because each report is unique. But, the total report length is around 35 pages.

  • Great question! We have tried to make the recommendations as powerful and straightforward as possible. Rather than suggest specific systems, we suggest key actions to take, because there are no one-size-fits-all systems solutions. The key actions are designed to help you pick the most strategic systems and changes for your business.

    Here is a sample from the report:

  • This test is designed for small to medium businesses. It can help businesses set up their systems from a start-up level through to established businesses with small-medium teams.

    The BOSS Test is particularly designed for businesses and entrepreneurs who would like to scale their business efficiently and profitably, in an achievable way, regardless of the level.

    It is not designed for large businesses and corporates.

  • The BOSS Report is very comprehensive, so we do not offer support. However, for those that would like more help to digest their result, we highly recommend our BOSS Report Debrief and Strategy Coaching.

    We also offer One-on-One Systems Training or Online Courses, for those who would like training and implementation help in specific systems areas.

    More courses/training will be added to our Online School monthly.

  • No. Because this is a digital product, which is immediately available to you, we do not offer refunds.

  • Well, that’s completely up to you. However, we find that our clients get the most value out of taking it again regular to measure and review their process.

    We recommend retesting every 90 days at your quarter end review. However, for some smaller businesses that may be too frequent. Six monthly or annually is also valuable. Do what you feel is most helpful to your business.

  • Wanna know a secret? There is no business in the entire world that will score perfectly in The BOSS Test. That’s unfeasible and scoring perfectly isn’t the point.

    The point is to know which areas you need to improve in the most, and have clear action steps to take to help you improve these areas.

    Business Owners are busy. Time is at a premium. Systems can be time-consuming to implement. Which is why we’ve designed a tool to help you prioritise and maximise on your time investment.

    Knowledge is power. Wouldn’t you rather know and have that power?

  • The BOSS Test is designed for small to medium businesses and entrepreneurs.

    • It will help start-up businesses understand which systems are the highest priority to implement first.
    • It will help established small-medium businesses who are wanting to scale, measure their existing systems and work out which areas are the highest priority to improve or implement.

    While it may still provide some value for them, this Test is not designed for businesses with Large Teams or Corporates.

    This test is designed to help businesses of all industries. However, it should be noted, that one area we don’t measure is how inventory is managed. That is one area it won’t test for product-based businesses.

  • You can, but, you will need to purchase a separate Test for each business because each purchase is only for 1 test.

    In this case, we would recommend making a purchase, with a separate email address, for each separate business so that you have 1 account/login per business.

What people are saying…


Complete the test... you will thank me

Kat just gets business and entrepreneurs at a level that most would love to. Based on this high-level view she has created the Boss Test which allows business owners/entrepreneurs to see the gaps and from that, a solution is provided to make what may be simple changes. 
If you are operating at a profitable level and looking to grow but not sure why you’re not moving forward, then please connect with Kat, complete the test and then engage the services of this amazing mentor. 
You will thank me.” 

Terri Christine Billington  |  Founder  |  TCB Coaching

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Already seeing great results

I took The BOSS Test in early 2018. I got so much out of it. I went into it already knowing that there were areas of my business that were good, and areas that needed work. The BOSS Test helped me visualise these and highlighted the priorities for me really clearly. I’m now implementing all of the tools and strategies that were recommended and I am already seeing great results. I’m now going to recommend The BOSS Test to all my clients, as it’s such a valuable tool.” 

Natalie Rowney  |  Founder  |  Virtual Assist

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I would highly recommend The BOSS Test

The Helpful Brand has a fantastic BOSS Test with a very clear and helpful report which shows you exactly where you need to focus your time and energy to improve your business from a system and process perspective. I would highly recommend The BOSS Test if you want to leverage your business in the next 12 months. I’m looking forward to using it with my clients too.”

Gaelene Adams Wood  |  High Performance Team Renovator  |  Team Fusion International

*First test is FREE. Subsequent tests are at the full RRP of $97 US


At The Helpful Brand, our entire philosophy is based around making a positive impact on the world. One of the ways we commit to doing that is by our partnership with Buy 1 Give 1 (or B1G1 for short).

What is B1G1 I hear you ask? It’s a social enterprise aimed at making an impact.

👉🏻 For every online course we sell at The Helpful Academy, we donate learning materials to a vocational student in need.

👉🏻 For every BOSS Test we sell, we fund a day of business training for a woman in need in Africa.

See the impact you help create here…