Business Assessment QuestionnaireSmall 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 using the form below or phone at 508-480-0010.

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