The JP commitment: If a client pays R15K/month (R180K/year), JP activity must generate a minimum 4x return — R720K in additional annual revenue. Fill in the current revenue and realistic ceiling to see the opportunity.
Current Monthly Revenue (R)
→
Realistic Revenue Ceiling (R)
=
Annual Value Opportunity
R0
Score: 0/25
Why this matters: If potential clients cannot find this business, everything else is irrelevant. Most Tier Two businesses are invisible to their best potential customers.
M1
How do new clients currently find this business? Walk me through every source of new business in the last 12 months.
M2
Does the business have a website? When was it last updated? Can a potential client find it on Google?
M3
What social media platforms does the business use? How often do they post? Who manages it?
M4
Has the business ever run paid advertising — Facebook, Google, or any other channel? What was the result?
M5
Does the business have a Google Business Profile? Are they listed on any industry directories or supplier databases?
What to Look For
- 90%+ of business from word of mouth only — one bad year from crisis
- No website or not updated in 2+ years — invisible to digital buyers
- Any digital absence in a B2B business = immediate JP opportunity
Score: 0/25
Why this matters: Most SMEs confuse activity with a sales process. If the owner is the sales department, the business cannot scale. This section finds exactly where revenue leaks between first contact and money in the bank.
S1
Walk me through exactly what happens from the moment a new enquiry comes in to the moment money is received.
S2
How many quotes did you send last 3 months? How many converted? What happened to those that didn't?
S3
Do you have a CRM or any system for tracking leads and follow-ups? Where do your leads live right now?
S4
What is your average deal size? What is the biggest project you have ever done? What stopped you from doing more at that size?
S5
Do existing clients come back for repeat work? Do you have any retainer or recurring revenue relationships?
Score: 0/25
Why this matters: The founder bottleneck is the most common growth killer in SA SMEs. If the business cannot function without the owner, it cannot scale.
O1
If you disappeared for two weeks with no phone access, what would break and what would continue running?
O2
Do you have documented processes for how key tasks get done? Does your team follow written procedures?
O3
What tasks does your team do every week that are repetitive and could be automated?
O4
How do you onboard a new client or start a new project? Is there a consistent checklist?
O5
What technology tools does the business currently use? Email, invoicing, project management, communication?
Score: 0/25
Why this matters: Most SME owners know their revenue but have no idea about their actual margins. Underpricing is the silent killer of SA small businesses.
F1
What is your approximate monthly revenue? What is your best vs worst month in the last year?
F2
Do you know your gross margin? For every R100 in revenue, how much is left after direct costs?
F3
How did you decide on your current pricing? When last did you increase your prices?
F4
Do you have cash flow problems? Are there months you cannot pay all bills on time?
F5
Do you have a bookkeeper or accountant? How often do you review your financials?
Score: 0/25
The Wayne lesson: Targeting the wrong segment is the most expensive mistake. A company targeting residential when commercial would give 5x revenue per project and recurring work is leaving enormous money on the table.
MP1
Who are your current clients? Describe your typical client — individuals, small businesses, large companies, government?
MP2
Who is your most valuable client type — pays most, comes back, causes least problems? Why don't you have more?
MP3
Are there market segments you have never approached but know would be valuable? What stopped you?
MP4
Who are your main competitors? What do they do better? What do you do better? Why would a client choose you?
MP5
Do any large corporates, developers, or government entities use your type of service? Are you on any of their supplier lists?
Score: 0/20
Why this matters: Understanding the founder's mindset and coachability is as important as understanding the business. A transformation only works if the leader is ready to change.
P1
How many staff do you have? What does each person do? Who is your most important team member?
P2
What is the biggest thing holding this business back from growing? Be completely honest with me.
P3
Have you ever worked with a consultant or business coach before? What happened?
P4
If I could fix one thing in your business tomorrow, what would it be? What does your business look like in 3 years if everything goes right?
Score: 0/20
Why this matters: Digital presence is the fastest, most visible thing JP can fix and it creates immediate credibility. This maps exactly what exists, what is broken, and what is missing entirely.
D1
What is the website URL? Open it now. Is it mobile-friendly, fast, and clear on what they do?
D2
Search their business name and main service on Google right now. What appears? Are they on the first page?
D3
Do they have a professional email address (name@company.co.za) or are they using Gmail for business?
D4
Do they have active LinkedIn, Facebook, and Instagram business profiles? Do they have professional photography of their work?
Score: 0/25
Why this matters: In South Africa, compliance is not bureaucracy — it is the key to an entirely different tier of client. BEE-certified, tax-compliant, vendor-database-registered businesses access corporate and government contracts worth 10x the value of retail clients.
C1
Is the company registered with CIPC? Do you have registration documents? Are annual returns up to date?
C2
Do you have a valid Tax Clearance Certificate? Are SARS submissions up to date? Do you have a COIDA letter of good standing?
C3
Do you have a BEE certificate or affidavit? What is your BEE level? Is it current?
C4
Are you registered on the Central Supplier Database (CSD)? Are you on any corporate or government approved vendor lists?
C5
Are there industry-specific certifications required for your sector? (NHBRC, PSIRA, etc.) Do you have them?
🔴 Critical Leaks Found
⭐ Biggest Opportunities
✅ What Is Already Working
Opportunity Assessment — Is This a JP Client?
Opportunity Score
30
/60
GO — Strong JP Opportunity
Recommended Partnership Track
12-Month JP Revenue
R0
Submit Audit Report
The full audit will be emailed to audits@journipartnrs.co.za and hello@journipartnrs.co.za. Optionally enter the client's email to send them a copy.