You’re Working Harder Than Ever, But Something Is Not 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
- Every decision feels like a gamble because you
- You’re overwhelmed by what to fix first
Here’s the truth: You can’t fix what you can’t see. And most business owners are flying blind.
The Solution
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.
What’s Included
Before We Meet (You Send Me):
- Last 12 months revenue breakdown based on streams of revenue
- Current marketing activities
- Where your leads/clients come from now
- #1 revenue frustration
- Website URL
- LinkedIn profile
- Google Business Profile
What I Review and Analyze
- Messaging
- Website
- Email strategy
- LinkedIn profile
- Google Business Profile
- Revenue trends
- Revenue sources
What You Get in the Session
- The #1 thing killing your revenue growth right now
- Immediate fixes you can implement this month
- A 60-day prioritized roadmap to your revenue goal
- Focus areas ranked by impact (so you stop spinning your wheels)
What You Leave With:
A written assessment and action plan (3-5 pages) that shows you exactly what to do next.
This is 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 data-driven decisions
- You want an expert’s outside perspective without the hype or inaccurate info
- You’re willing to face hard truths to build a healthier business
The Pattern
Every successful business owner thought they knew what they needed. A Business Health Check reveals what you can’t see yourself. The businesses in these case studies waited until there was a crisis.
What if you knew BEFORE the crisis?
The Investment
$997
Complete diagnostic. Clear roadmap. Real solutions.
Think about what staying stagnated is costing you. Every month you operate with blind spots is money left on the table, time wasted, and opportunities missed. This investment pays for itself the moment you implement just one of the insights you’ll gain.
Limited to 3 clients per month.
Why Successful Businesses Still Have Blind Spots
Bonnie Low-Kramen - International Assistant Trainer
The Challenge
March 2020: COVID-19 shutdowns eliminated 100% of Bonnie’s in-person revenue. As an International Assistant Trainer booked solid for speaking engagements, she wanted to launch online courses but had no roadmap.
What the Business Health Check Revealed
Her revenue model was 100% dependent on in-person delivery—a critical vulnerability. Before launching online courses, she needed to completely rebrand for the virtual world, fix her messaging and positioning, and rebuild her website to support digital products.
The Strategic Solution
The Business Health Check identified the exact sequence: rebuild the brand for digital first, create compelling copy, redesign the website, launch email marketing, implement a monthly newsletter, then launch courses with proper infrastructure.
The Results
Bonnie successfully pivoted to a thriving online training business. Today she’s back speaking and delivering training worldwide—but now with a diversified revenue model. Her monthly newsletter became her most reliable marketing tool, driving course enrollments and speaking opportunities.
The Lesson
The Business Health Check prevented the costly mistake of launching courses on a weak foundation.
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 the Business Health Check Revealed
Their brand, website, and messaging reflected a single neighborhood bakery—not a growing multi-location business. No email marketing meant no direct customer communication. Their positioning didn’t command premium pricing needed to support two locations.
The Strategic Solution
Rebuilt their business model for multi-location operations, created new brand positioning, developed conversion-focused copywriting, redesigned their complete digital presence, launched email marketing with the new website announcement, and implemented a monthly newsletter.
The Results
Successfully expanded with proper foundation. The monthly newsletter now drives traffic to both locations and builds customer loyalty across their growing business. Many multilocation expansions fail because the brand can’t support growth and they have no way to consistently communicate with customers.
Suburban Appraisal Services - The Hidden Revenue Leak
The Challenge
Constantly busy with “very little time to put into their brand development.” The dangerous assumption: “Why invest in branding when business is already good?”
What the Business Health Check Revealed
Their outdated website was costing them premium clients who made snap judgments based on digital presence. No email marketing meant losing touch with past clients who could refer again. They were succeeding through referrals in spite of their brand, not because of it.
The Strategic Solution
Updated brand positioning to reflect their true market position, created professional copywriting, redesigned their complete digital presence, launched email marketing with the new website as an exciting milestone, and implemented a monthly newsletter to stay connected with realtors, attorneys, and past clients.
The Results
Suburban Appraisal transformed from busy-but-outdated to polished industry leader. Their website now converts visitors who previously chose competitors based on perception. The monthly newsletter generates consistent referrals from their professional network who now think of Suburban Appraisal first.
The Lesson
When your digital presence matches your expertise and you have a way to stay connected with your network, you stop losing premium opportunities you never knew you were missing.
Shawn Sprague, LIC PT - PT Progression Launch
The Challenge
Ready to launch his own functional exercise-based PT facility after years as a physical therapist, but missing complete business infrastructure despite feeling prepared.
What the Business Health Check Revealed
No business systems, unclear niche positioning, no revenue model beyond basic PT services, no accountability structure, and hiring an inadequate web designer had cost thousands with no progress.
The Strategic Solution
Created complete business infrastructure including systems, niche positioning, multiple revenue streams, accountability framework, professional website and marketing materials, and clear service packages with premium pricing.
The Results
Launched PT Progression successfully with full business foundation in place. Multiple revenue streams beyond basic services. Professional brand that commands premium pricing. Systems that support growth without chaos.
The Lesson
Most practitioners know their craft but don’t know how to build a business. A proper assessment reveals the complete infrastructure needed to transform expertise into a thriving business.
Why Shelly?
Shelly Berman has built four successful businesses and coached over 1,000 business owners through her framework, The Truth About Succeeding in Small Business®.
With five decades of entrepreneurial experience, she’s seen every business challenge imaginable—and more importantly, she knows exactly how to fix them. She doesn’t sugarcoat, she doesn’t waste time, and she gets results.
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.
Shelly’s experienced eye can assess immediately what needs to be addressed—not just surface-level symptoms, but the root cause that’s keeping you stagnated. That’s what you’re paying for: discernment that only comes from building businesses, failing, succeeding, and coaching thousands of owners through the exact challenges you’re facing right now.
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
Frequently Asked 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.
Is this done virtually or in-person?
Sessions are conducted via Zoom for maximum convenience and efficiency.
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. I’ll review everything before our call so our time together is focused on solutions.
What if I need ongoing support after the diagnostic?
Many Business Health Check clients choose to continue working together through my 90-D.