Small 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 in in our small business assessment questionnaire.


I have a clear 1, 3 and 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.


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 and vision.

I make adjustments and communicate with our team based on my regular review and reporting of our company financials.


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.


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, and 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.