Small Business Strategies To Keep and Build Momentum

Keep Your Business Moving Forward—Momentum On Purpose

Momentum is everything in a small business. When you’ve got it, growth feels natural and wins stack up. When you lose it, even simple tasks feel heavy. I built this straightforward Small Business Momentum Assessment to help you see—quickly and honestly—where you’re strong and where you’re slowing yourself down.

This isn’t theory. It’s a practical check-up you can do in minutes, then act on the same day.

Who this is for

Owners and leaders who:

• Want clearer priorities and faster execution

• Are juggling too much and need a simple way to focus

• Care about building a healthy, accountable, customer-driven culture

• Prefer straight talk over buzzwords

What you’ll get

A simple, no-fluff tool that helps you:

• Spot hidden friction that’s killing momentum

• Lock in the habits that keep your team moving

• Turn scattered effort into steady progress

• Choose the next three actions that actually matter

The ten areas we’ll assess

You’ll rate yourself on the core drivers of momentum:

1. Clarity of goals – Are targets specific, measurable, and shared across the team?

2. Practical plan – Do you have a working plan that reflects market reality and competitive pressure?

3. Customer focus – Are you closing the loop on feedback and holding clear service standards?

4. Consistent marketing – Is your brand showing up regularly with messages that generate qualified leads?

5. Partnerships & networking – Are you building relationships that open doors and shorten sales cycles?

6. Innovation habits – Do you test ideas, learn fast, and adapt before the market forces your hand?

7. Financial discipline – Are budgets, cash flow, and contingencies tight enough to weather bumps?

8. Investing in your team – Are people trained, coached, and rewarded in ways that drive performance?

9. Performance tracking – Do you have visible KPIs, regular reviews, and simple dashboards?

10. Celebrating wins – Do you recognize progress to fuel morale and keep the flywheel turning?

How it works (fast and simple)

1. Score each item from low to high based on where you are today.

2. Average your section scores to get a clear picture of strengths and gaps.

3. Pick your top three priorities—the fixes that will unlock the most momentum right now.

4. Commit to next steps with owners and dates. Small steps. Real deadlines. Visible progress.

No perfection required—just honesty and action.

Reading your results

• Green (Strong): Keep going and document what’s working so others can repeat it.

• Yellow (Needs Attention): Choose a quick win and a bigger fix. Start this week.

• Red (Blocking Progress): Make it a top priority. Assign an owner, set a deadline, and create weekly check-ins.

Why this matters

Momentum compounds. Clear goals, consistent habits, and disciplined follow-through create confidence—for you, your team, and your customers. When everyone knows the plan and sees progress, performance improves, hiring gets easier, and customers stick around.

Ready to find your next three moves?

Set aside 10–15 minutes, walk through the assessment, and let’s turn progress into a habit. If you want a second set of eyes, I’m happy to review your results and talk through a game plan with you and your team.

Let’s build momentum—on purpose.