Client Business Assessment Part 1

Client Business Assessment Part 1

GENERAL INFO AND OPERATIONAL MANAGEMENT
The coaching and consulting process starts with gathering information first by knowing your objectives, second we would like to see a snapshot of your business and third we need to understand the resources that are available and will be used to achieve your objectives. Please answer as succinctly as possible.

Please Note: Questions about your spirituality are designed to assess your level of alignment. If there is a problem in your business, there is a problem in your life. Our work isn't tied to religion; it's about understanding the importance of having a spiritual foundation upon which to build your life and business. We openly will share universal spiritual principles as a way to help you understand how to achieve the goals that you have. Although we refer to spirituality through the use of the name God, feel free to refer to your own interpretation - know that this is a safe place and not one of judgment pertaining to your own spirituality.
PERSONAL INFO
Email address*
Name*
Family Description*
How many hours per week do you work on average?*
Which personal and/or professional development seminars, programs or books have benefited you the most?*
Do you invest in personal and professional development on a consistent basis?*
Do you wake up every morning feeling excited about working to grow your business and serving more people?*

YesNo
If no, or only parts of your business make you happy, which parts of your current working situation/business would you ideally let go of, if anything were possible?
Are you doing what you'd do if you had no money at all?
How much are you earning per year now (salary you pay yourself)?*
How much would you like to earn in the future? *
Do you have an exit strategy for yourself from your business?*

Public OfferingAsset or Share SaleReplace SelfNo Exit Strategy at Current TimeOther

BUSINESS INFO
What is your business name? *
Are you full time in your business? *

YesNo
Website:*
When was your website last updated?*
Describe your business right now (include all of the challenges)*
What is your business model? How do you currently generate revenue?*
Describe your ideal business - be as specific as possible. *
How much do you want to work, how much do you want to earn, how many clients do you want to have, what outside activities do you want to be able to do, what causes do you want to be able to give to, etc...the more specific you are the better we can help you to create a business that serves you.
Current Number of Clients:*
Ideal Number of Clients:*
Current Revenue per Month:*
Ideal Revenue per Month:*
How many website visitors do you receive monthly?*
Which software do you use for your CRM?*
Which software do you use for your scheduling?*
What software do you use for you merchant account processing and recurring billing?
Which software do you use for your project management?*
Which software do you use for your text messaging sequences?*
Which software do you use for your webinars live or automated?*
Which software do you use for your sales "funnels"?*
Which software do you use to keep track of your sales pipeline?*
Which software do you use for your monthly membership programs and online courses?*

OPERATIONAL MANAGEMENT
Do you have Standard Operating Procedures (process flows, procedures and videos) in place for marketing, sales, order taking, customer service, results analysis, new customer acquisition, communications, dissemination of information, new product/service introduction, etc.?*
Is it a living and breathing document?*
How often is it updated?*
Who is responsible for keeping it updated?*
Do you have the authority to run the day-to-day operations of your business? *
Are there limits to your decision-making ability? If so, what are they?*
Do you have a decision making process that helps you to make tough and difficult decisions?*
What are the strengths, weaknesses, opportunities and threats of your company?*
Do you consider yourself a leader? Why or Why Not? What could you enhance to be a better leader?*
If you could do ANYTHING in your business or in another business, that would have you say to yourself, “I can’t believe I get paid to do this!” what would you want to do? *
Have you set a vision, mission and created clear, tangible goals so that you feel like you're truly unleashing your Incredible Factor?*
Have you established financial and non-financial current objectives for your business? If so please explain them.*
What’s your big vision for the future of your company? *
What is your greatest problem or weakness in achieving this vision and what's the solution?*
What do you perceive as the top 3 management challenges right now?*
Take a realistic look at your business and marketplace. What types of factors could surface that could seriously damage your business, your ability to compete, make profitable sales or in any other way block you from achieving your goals? Do you have a plan in place to deal with these factors? Examples: Somebody coming in a undercutting your pricing, key employee leaving or new competitor with deep pockets.*
Should be Empty:

PERSONAL INFO

BUSINESS INFO

MINDSET

OPERATIONAL MANAGEMENT