Revenue Channel Audit Checklist

Digital Marketing Services · Free download

Revenue Channel Audit Checklist

A free 10-minute self-assessment from Digital Marketing Services. Most small businesses grow to a point where one client, one channel, or one product line is quietly carrying the whole operation. This checklist gives you a fast, honest read on how concentrated your income really is, and where the first safe new revenue stream is most likely hiding in what you already do.

What’s inside
  • Revenue concentration — What share of total revenue comes from your single largest client, channel, or product line
  • Channel dependency — How reliant you are on one marketing channel, platform, or referral source for new business
  • Seasonal exposure — How much monthly revenue swings with season, weather, or a single buying cycle
  • Adjacent-offer readiness — Whether you already have a proven product/service that a near-adjacent audience would buy
  • Recurring-revenue share — What share of revenue is one-time versus subscription, retainer, or repeat-purchase
  • Platform/vendor risk — How much of your income depends on rules set by a platform or vendor you don't control
  • How to score yourself: 0–1 High = healthy mix, worth a light quarterly review. 2–3 High = real concentration worth addressing before a client, channel, or season lets you down. 4+ High = your income is more concentrated than most businesses your size — a pivot conversation is overdue.

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This scorecard is an educational self-assessment, not a financial, tax, or investment recommendation. It does not guarantee any specific revenue outcome.