>>> Business Health Check
Is Your Business Actually Healthy, Or Just Getting By?
Get a comprehensive diagnostic of what’s working, what’s broken, and exactly what to fix first. Walk away with clarity, direction, and an actionable roadmap.
Sound Familiar?
You're Working Harder Than Ever. Something Isn't Working.
- Revenue is inconsistent and you don't know why
- You're constantly putting out fires instead of building
- Cash flow stress keeps you up at night
- You suspect you're leaving money on the table, but can't pinpoint where
- You're overwhelmed by what to fix first
- Every decision feels like a gamble
The Truth: You Can't Fix What You Can't See.
Most business owners are flying blind. Not because they're not smart, because they're too close to their own business to see the patterns that are costing them.
The Business Health Check is your diagnostic session, a comprehensive analysis that reveals exactly what's holding your business back and what actions will move the needle fastest.
Working with Shelly Berman, you'll get complete clarity on the health of your business and walk away with a prioritized action plan you can implement immediately.
Choose Your Starting Point
The Business Health Check Is Available at
Three Levels
Start where it makes sense for you. Every level builds on the last, and Coffee Talk applies toward your full BHC.
Level 0
Coffee Talk with Shelly
Free
- 7-category business diagnostic
- Color-coded scorecard — see exactly where you stand
- No guesswork, no spin
- Instant clarity on your biggest gap
Level 1
The Full Diagnostic
$497
- A full written audit across all 7 categories, what was checked, what was found, and why it's costing or making you money right now
- A color-coded scorecard: exactly which areas are Strong, which are Developing, and which are a Priority Gap
- The five priority fixes, in sequence, so you're not guessing what to do first
- The BHC Companion Workbook, a guided worksheet for all 7 areas, so once you know what's wrong, you have what you need to start fixing it yourself
Most Comprehensive
Level 2
The Full Diagnostic, Plus Two Hours With Shelly
$947
- Everything in Level 1, the full 7-area audit, the scorecard, the Companion Workbook
- A live, two-hour diagnostic session with Shelly, real time on your specific numbers and decisions, not just a document
- A "what strong looks like" benchmark for every one of the 7 areas, not just what's wrong today, but what to aim for
- A complete revenue model breakdown, where your money actually comes from, what's capping it, and what you've already built that you aren't selling yet
- A sequenced 90-day plan, not a checklist, three windows, each one building on the last
- All ten priority actions, not five, the fastest fixes, plus the moves that build toward real growth
- A "what we're not recommending" section, the things most businesses get sold that you specifically don't need
- $397 diagnostic + $550 for the two-hour call = $947 total, the call fee is priced at exactly two hours of Shelly's real rate
- Limited to 3 clients a month, so the two hours are real
In real terms: Level 1 gives you a full written diagnosis for $497. Level 2 gives you that same diagnosis, then two hours working through it live with Shelly for $550, and a written plan built from that conversation, typically twice the length of Level 1’s report, with a 90-day roadmap most consultants charge four figures for on its own.
Why This Isn't Something You Can Just Ask AI
A Framework Is Not a Diagnosis.
Knowing the 7 areas that matter isn’t the same as seeing what’s actually happening in yours. Ask AI how to improve a Google Business Profile and you’ll get a generic checklist that applies to every business on earth.
What an experienced strategist catches is different. None of it shows up from a prompt. It shows up from someone who has spent decades looking at businesses like yours, knows exactly where the gaps hide, then actually goes and looks at your specific site, your specific profile, your specific numbers.
That’s the difference between a framework and a diagnosis.
The hours listed on your Google profile don't match the hours on your own website.
Real finding, actual client
One page on your site says you have three clinicians, another says two.
Real finding, actual client
You've published 89 newsletter issues over four years, and the signup form on your site was never actually connected to send them anywhere.
BHC Level 2 — What's Included
The Complete Diagnostic
Before We Meet
You Send Me:
- Last 12 months revenue breakdown by stream
- Current marketing activities
- Where your leads and clients come from
- Your #1 revenue frustration
- Website URL, LinkedIn profile, Google Business Profile
What I Review
& Analyze:
- Messaging
- Conversion
- Email Strategy
- Google Business Profile
- Revenue Model
- Digital Presence
What You Get
In the Session:
- The #1 thing quietly costing you clients right now
- Immediate fixes you can implement this month
- A 60-day prioritized roadmap to your revenue goal
- Focus areas ranked by impact, stop spinning your wheels
You leave with a written assessment and action plan that shows you exactly what to do next, not someday. This month.
Is This For You?
The Business Health Check Is Right For You If:
✓ Your business has stagnated at the same revenue level for too long
✓ You know something needs to change but you’re not sure what
✓ You’re ready to stop guessing and start making clear decisions
✓ You want an expert’s outside perspective, without hype or spin
✓ You’re willing to face hard truths to build a healthier business
Every successful business owner thought they knew what they needed. A Business Health Check reveals what you can’t see yourself.
The businesses in the case studies below waited until there was a crisis.
What if you knew BEFORE the crisis?
Why Successful Businesses Still Have Blind Spots
Case Studies
Bonnie Low-Kramen
International Assistant Trainer
The Challenge
March 2020: COVID-19 eliminated 100% of her in-person revenue. She wanted to launch online courses but had no roadmap.
What Was Revealed
100% revenue dependency on in-person delivery, a critical vulnerability. Before launching courses, she needed to rebrand for the virtual world from the ground up.
The Result
Successfully pivoted to a thriving online training business with a diversified revenue model. Her monthly newsletter became her most reliable marketing tool.
Twist Bakery
Multi-Location Expansion
The Challenge
Preparing to open location #2 with significant capital investment, but something didn’t feel right about their readiness.
What Was Revealed
Their brand, website, and messaging reflected a single neighborhood bakery, not a growing multi-location business. No email marketing. Pricing couldn’t support two locations.
The Result
Successfully expanded with the proper foundation in place. The monthly newsletter now drives traffic to both locations and builds loyalty across their growing business.
Suburban Appraisal Services
Hidden Revenue Leak
The Challenge
Constantly busy with very little time for brand development. Dangerous assumption: why invest when business is already good?
What Was Revealed
An outdated website was costing them premium clients. They were succeeding through referrals in spite of their brand, not because of it.
The Result
Transformed from busy-but-outdated to polished industry leader. Their website now converts visitors who previously chose competitors on perception alone.
Shawn Sprague, LIC PT
PT Progression Launch
The Challenge
Ready to launch his own PT facility but missing complete business infrastructure despite feeling prepared. Had already wasted thousands on an inadequate web designer.
What Was Revealed
No business systems, unclear niche positioning, no revenue model beyond basic PT services, and no accountability structure.
The Result
Launched PT Progression with full infrastructure in place. Multiple revenue streams, professional brand, and systems that support growth without chaos.
Shelly Berman
Founder, Small Business Results
Why Shelly?
A Combination No One Else Can Offer.
Shelly Berman brings a combination no one else can offer: serial entrepreneur, certified emotional intelligence leader, writer, author, and sought-after speaker, now an early AI adopter who integrates it into every strategic decision.
Four businesses. Five decades. The Business Health Check is the distillation of everything she has learned about what actually breaks businesses, and how to fix it.
She doesn’t sugarcoat, she doesn’t waste time, and she gets results. Her experienced eye can assess immediately what needs to be addressed, not just surface-level symptoms, but the root cause that’s keeping you stagnated.
Serial Entrepreneur — four businesses built over five decades
Certified Emotional Intelligence Leader — understanding the human side of business
Writer, Author & Sought-After Speaker
Early AI Adopter — integrating AI into every aspect of business strategy
U.S. Trademark Holder — “The Truth About Succeeding in Small Business®”
Can AI do some of this analysis? Sure. But AI can’t look at your business through the lens of 50 years of real-world experience. AI can’t spot the pattern between what you’re saying and what’s actually happening. And AI can’t tell you the hard truth you need to hear about what’s really blocking your revenue.
This isn’t theory. It’s battle-tested wisdom from someone who’s been in the trenches and comes out winning.
What Business Owners Say
Real Results. Real Owners.
I never realized how having a business coach like Shelly could change the trajectory of my own leadership skills so much and so quickly.
She was an integral part, not only in the execution, but the creative influence in developing my brand name, image, and sources for additional revenue. I would highly recommend Shelly for anyone looking to grow a small business.
Every Month You Operate With Blind Spots Is Money Left on the Table.
The businesses in these case studies waited until there was a crisis. Don’t be next.
Frequently Asked Questions
Common Questions
How long is the session?
The diagnostic session is two hours, giving us time to thoroughly examine your business and create your action plan.
What do I need to prepare?
After booking, you’ll receive a pre-session questionnaire requesting your revenue data, current marketing activities, lead sources, and primary revenue frustration. Everything is reviewed before our call so our time is focused on solutions.
Is the webinar interactive?
Yes. I’ll also review real businesses live, so you can see exactly what potential clients look for and apply the same thinking to your own business.
Is this done virtually or in-person?
Sessions are conducted via Zoom for maximum convenience and efficiency.
What if I need ongoing support after the diagnostic?
Many Business Health Check clients choose to continue working together through Shelly’s ongoing advisory programs. This is discussed at the end of the session.
Why is availability limited to 3 clients per month?
Shelly works with a limited number of clients because real results require real attention. She becomes actively involved in focus, execution, and accountability, not just a one-time session.