BOSS Test (12)

You want to streamline your business but you’re not sure where to start…

✔ You know there are more efficient ways to work but what are they?

✔ You want something to tell you what areas of your business are a priority to work on first, and what can wait

✔ You want to ensure you grow your business sustainably

Give your business a health check, and learn the most important thing you should work on first

What you will get

In-depth analysis of your business

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Video Modules to help you prioritise

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A personalised PDF Report/Workbook

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Get your personalised report within 30 minutes!!!

The BOSS Test will measure how you’re doing in all 8 main areas of your business

The 8 Fundamentals of Business (1)

The 8 areas it assesses are:

  • You and what you could do to improve how you work
  • Your Business Plan
  • All the Money Stuff
  • How you Store Things
  • Your People
  • How you come across (aka your Brand)
  • How well you sell things
  • What your customers think

These are then broken down further into 30 key systems



1.1   Time Management

1.2   Health

1.3   Priority Commitment



2.4   Business Plan and Goals




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



4.10   Customer Management

4.11   Information Management

4.12   Communication Management

4.13   Job/Sales Management

4.14   Marketing Management



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



6.20   Logo

6.21   Website

6.22   Email

6.23   Style Guide

6.24   Templates




7.25   Sales Plan

7.26   Marketing Plan

7.27   Social Media Plan



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 – You have great systems which are optimal for the size of the business, are being used strategically and are reviewed regularly

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

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

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RED Level – Your systems are insufficient for your business

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INFRARED Level – You don’t have any systems in this area

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 for how you can work more efficiently in your business

✔ 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

Love for The BOSS Test…


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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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

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.

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After taking the test and talking to Kat I feel so much better

I found The BOSS Test really helpful and eye-opening. By working through the test I came to the realisation that there were a lot of things I hadn’t thought of which were very important. After reading the report and talking with Kat ( who is amazing) I was able to work out what our priorities needed to be. I had been feeling quite overwhelmed with all the things I needed to do and didn’t know how. After taking this test and talking with Kat I felt so much better. I have a plan and am excited for my business future. Such a valuable course and would highly recommended.” 

Charlie Williams  |  Co-Owner  |  Little Garden Markets

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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

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

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