Business Assessment Questionnaire

Want to think about your business from a strategic and systematic perspective? Start by rating your current situation by answering yes or no to the following questions.

Leadership

___  I have a clear 1, 3, & 5 year vision for my business
___  I have identified measurable goals that support my business vision
___  I am effective with my time management and understand where I fit best in my company
___  I am able to transform problems and frustrations into opportunities
___  I am able to balance work and my personal life

Financial

___  I am confident about our cash flow and its predictability
___  I conduct regularly scheduled reviews of our income statement, balance sheet, cash flow statements, budget and other key financial indicators
___  I develop and monitor our annual budget and cash flow plan in accordance with our company plan & vision
___  I make adjustments and communicate with our team based on my regular review and reporting of our company financials

Sales

___  I know where my clients are, how they think and how I can best help them
___  I understand and communicate my value proposition in a language that works best for our clients
___  My pipeline is full and I generate leads regularly
___  I regularly measure the effectiveness of our lead generation activities
___  I win and get new business regularly
___  I stay in touch with past, current, and potential clients
___  Most of my revenue is not generated from my personal sales efforts
___  I have all the clients I need

Client Fulfillment

___  I always deliver a “WOW” customer experience
___  I am very satisfied with the quality of our products and services
___  I have a system for monitoring our quality of work
___  I am very satisfied with the amount of repeat customers we have
___  I get a lot of referrals from existing clients
___  I am confident that we are able to meet and effectively manage our business capacity

Management

___  I am able to see my company and our systems as the product not the commodity or service we sell
___  My team and I are clear about “how we do it here”
___  My team is clear about our company vision and how they fit into the plan
___  My team delivers consistent results for our clients
___  I am constantly increasing my company’s capability and adding great team members
___  My business does not depend on a few key team members for its success
___  I am able to recruit, hire, & train great team members
___  Most of our company systems are documented and organized

If you answered NO to 5 or more of these questions then you should consider speaking with us. Please contact us by email or phone at 508-480-0010.