Free Hospitality Health Check Template
A hospitality business health check that scores service, product, ambience, value and loyalty, then generates a printable AI PDF report.
Quick answer
A hospitality business health check that scores service, product, ambience, value and loyalty, then generates a printable AI PDF report.
About this template
Owners and managers know something is off before they can name it. This health check scores five dimensions — service, product, ambience, value and loyalty — from staff and guest inputs, and produces a printable AI PDF that names the weakest dimension, gives the top three drivers and recommends where to focus next quarter.
Live Preview
Sample form and AI report preview (fillable once the app is published).
What's Included
Everything you need to run this template.
Five-dimension frame
Service, product, ambience, value and loyalty scored together.
Driver ranking preserved
The strongest signal survives the summary.
AI PDF report
A deliverable ready for owners and lenders.
Quarterly trendable
The same rubric measures movement, not noise.
How It Works
From copy to deliverable in four steps.
Use this template
Copy and adjust the five dimensions to your business.
Score every area
Staff and managers rate current state honestly.
AI report generates
A printable PDF names the weakest area and the top fixes.
Plan next quarter
Set actions on the drivers the report surfaced.
Who Is This For
Pick your role — see how it fits your workflow.
Owners and founders
Get an outside view of your operation in one report.
Operators
Trend health across quarters and sites.
Lenders and investors
Ask for the same PDF from every candidate deal.
Key Features
What makes this template work as a professional deliverable.
- Five dimensions scored
- Comparable quarter to quarter
- AI PDF report generated
- Driver ranking preserved
- Follow-up actions captured
- Customizable questions
Sample Questions Inside
A preview of real questions — the full version adds scoring and a personalized report per respondent.
- How would you rate the current state of service? (1–5)
- How would you rate the current state of product? (1–5)
- How would you rate the current state of ambience? (1–5)
- How would you rate the current state of value? (1–5)
- How would you rate the current state of loyalty and return? (1–5)
- Which hospitality area needs the most attention right now? (open)