This free assessment evaluates crucial elements of your business, depicting zones of concern and areas to celebrate.
These questions are not about who you want to be, but how you show up today.
If you don’t print or email the results to yourself, they’re GONE.
**Your information is NOT used for marketing, NOT added to any email drip list, and NOT used to collect firm data for a study.**
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Thank you for taking the time to assess your business. We know that managing a business requires resilience and openness to change.
If you are want to delve deeper into the health of your business and seek changes that will spur growth, click HERE to schedule a complimentary assessment review call or subscribe to receive an emailed handout that provides a few techniques you can implement.
Do you have an online CRM with a mobile app?
Do you use a text messaging software with clients?
Do you have an IT firm on retainer?
Do you have a visual organization chart that is shared with the staff?
Do you have a written document that outlines each client segment, services provided, team members that service, delivery method of services, and fees?
Do you have a CRM workflow/process with the steps for a lead, prospect, and onboarding a new customer?
Do you have a collaborative, online business initiative planning tool?
Do you have a presentation prepared to explain your services to potential clients?
Do you actively use a call and meeting scheduling software with clients and leads?
What is your owners’ level of intellectual curiosity? (5=high, 1=low)
Does everyone, including owners, have a written job description that includes roles, career path preference, annual goals?
Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
Do you have a written marketing plan with dates and assignment of work?
Do you have a future year projection of income and expenses that includes additional income and expenses, due to expansion of client base, new hires, and initiatives?
Do you have a document (aka. map) of your software and data flows?
Are your services and method of contact easily viewable on mobile devices?
Do you have a written training process for new hires?
What is your owners’ level of bravery? (5=high, 1=low)