Business Fact Finder

Business Fact Finder
225-605-3038 info@elevatemgmtsolutions.com www.elevatemgmtsolutions.com
This fact-finding form is designed to assist you in uncovering your needs as a business owner. The review of the key elements of your business will help us to identify pain points and devise a plan to help elevate your
Business name*
Primary contact*
Industry*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Number of years in business
Website
Total number of employees
Part time employees
Number of key employees
Business organization

Sole proprietorshipSubchapter S-corporationGeneral partnershipNonprofitLimited liability companySubchapter C-corporationOther

Do you need assistance with Succession Planning - ensuring that your business is able to carry should something happen to you?

YesNo

Do you need assistance with improving employee retention and/or recruiting top talent?

YesNo

Do you need assistance with effective and efficient management of your staff so they can help your business gain a competitive advantage?

YesNo

Human Resources Management

Why it's important

Your employee can be your greatest asset as well as your greatest liability. Ensuring that you have systems and guidelines in place to manage, maintain and develop your greatest expense is imperative to the growth of your business.

As a business owner, I'm concerned about:
Employee Training and Developent Programs*

YesNo
Payroll processing (system to process, federal and state payroll tax regulations)*

YesNo
Employee Management (company guidelines, policies & procedures, employee data & personnel documentation)*

YesNo
List other concerns

Does your organization needs assistance with customer service quality assurance?

YesNo

Quality Assurance, Customer Engagement and Satisfaction

Why it's important

Many businesses fail to focus on quality assurance when responding to changes in the needs and wants of their consumers in their market. Ensuring that your processes and procedures are sound is the first step to guarantee that you set your business up for a great customer experience. In the world of business, the customer is king and customer service and engagement is a critical part of a business’s success.

As a business owner, I'm concerned about:
Software or tools to obtain and measure customer feedback*

YesNo
Quality measures and customer outcome data*

YesNo
Compliance with state, federal and other accrediting bodies within your industry*

YesNo
List other concerns:

Financial Management

Why it's important

Every decision that an owner makes has a financial impact on the company and must take all aspect of the company into account. Growth and profitability rely heavily on the ability to properly manage the finances of your company. Trying to do it all on your own can make or break you.

As a business owner, I'm concerned about:
Strategic Planning (Growth planning, strategies and capital infrastructure for expansion)*

YesNo
Financial Reporting(Balance Sheets, P&L statement, cash flow statements)*

YesNo
Forecasting & Budgeting*

YesNo
List other concerns:

Does your organization need assistance with experienced contract management nd credentialing?

YesNo

5 Steps to Start Elevating Your Business!