Business Optimization Assessment
Capture pain points, uncover hidden opportunity indicators, choose the best solution to lead with, and save clean CRM notes while speaking with the business owner.
Built for ProfitMax agents to guide better business conversations.
Note: You are currently testing without an assigned agent code.
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Assessment Flow
Six Guided Sections
Agent Call Rules
Follow these guidelines during every assessment call
Ask the core questions first.
Do not pitch every service.
Listen for the strongest pain point.
Use branch questions only when relevant.
Select one primary solution to lead with.
Flag hidden tax strategy indicators — do not give tax advice.
Book the correct specialist call before ending the Zoom call.
Agent Access
Log in to your agent portal to access the assessment and sync directly with your CRM.
Agent LoginCompliance Reminder: This tool identifies possible areas for deeper review. Agents must not give tax, legal, payroll, benefits, financial, lending, or compliance advice during the call. Use this language: "We are not giving advice on this call. We are identifying areas that may deserve a deeper specialist review."