Online Business Assessment

Take the first step to improving your business

To get started, I would like you to tell me a little more about you and your business. The following questions have been designed to help me identify key profit building opportunities within your business as well as to get a basic idea of your business. All this information will be kept confidential.

Personal details





Business background




Planning

Do you have a written plan of what your business will look like in the next 12 months? Please describe or attach a copy.


Rate your level of skill on the areas below, 1 being low and 5 being high

The clarity of the vision & mission within the business:
Strategic planning:
Decision making:
Goal setting:

Product or Services

Rate your level of skill on the areas below (1 being low and 5 being high)

How good is your system to deliver products or services?
Solving problems or attending to client queries

Time Management


Rate your level of skill on the areas below (1 being low and 5 being high)

Time management:
Day to day tasks (operations):
Setting goals to get things done in specific time frames:

Rate the following business frustrations (1 being low and 5 causing high frustration)

We work long hours, but the work doesn’t get done on time and possibly affects my energy levels.
My days are way too short to fit everything in.
We do lots of quotes, but few turn into sales which is a waste of time.
I work the longest hours and take the least holidays.

Marketing



Rate your level of skill on the areas below (1 being low and 5 being high)

Creating a marketing plan on paper:
Networking with like-minded people:
Working on standing out in the market (USP):
Setting the marketing goals:

Rate the following business frustrations (1 being low and 5 causing high frustration)

Our clients buy once or maybe twice and then never again:
Our clients are looking for the best price:
My clients only want to deal with me:
Not getting enough business in or business is inconsistent:
We are very busy, but the cash at the end of the month does not reflect the hard work done.
Consistent cash flow is a real problem for me:

Sales




Rate your level of skill on the areas below (1 being low and 5 being high)

Sales Skills:
Following up:
Setting sales goals:
Invest in your skills on a weekly basis:

Technology

Rate your level of skill on the areas below (1 being low and 5 being high)

Innovate as a business:
Quality of your systems & technologies that are in place:
System automation:

Accounting

Rate your level of skill on the areas below (1 being low and 5 being high)

Finance:

What is the average spend per customer?

How often does a customer buy from you?








Legal


Employee & Leadership Development

Rate your level of skill on the areas below (1 being low and 5 being high)

The culture in the business:
Employee development:
Leadership development:
Personal development:

Rate the following business frustrations (1 being low and 5 causing high frustration)

I get pulled into solving team problems more that I want to:
I replace my team more often than I would like:
My energy, motivation and focus are very low:
I want to invest more time in myself to understand business better.
The business needs more systems so that it can run without me:

General

Tick only the boxes which apply to you or your business






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