Team Assessment Form
General Information
Team Leader
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Team Name
Web Site Address
Number of Agents
Number of Emplyees
General Management
How would you rate the current performance of your business:
1
2
3
4
5
Have you set detailed goals for your business?
Yes
No
Not sure
Have you made a strategic plan for growth of your business?
Yes
No
Not sure
Does your business have a written mission & vision statement?
Yes
No
Resource Management
Are you familiar with qualifications of your agents and employees?
Yes
No
Not sure
Have you created detailed job descriptions for all positions?
Yes
No
Not sure
Do you know how to create an efficient recruitment system?
Yes
No
Not sure
Have you created an onboarding process?
Yes
No
Not sure
How often do you hold regular meetings with your agents and employees?
Never
Once a month
Once a year
Less than once a year
Other
Marketing
Do you follow a marketing plan for your business?
Yes
No
Not sure
Do you measure the result of your marketing campaigns?
Yes
No
Not sure
Sales
Have you set specific goals for your sales team?
Yes
No
Not sure
Are you able to achieve these goals?
Yes
No
Not sure
Do you have a definition of your ideal customers?
Yes
No
Not sure
Do you have a definition of your "ideal team agent"?
Yes
No
Not sure
Finance
Are you able to succeed your financial goals?
Yes
No
Not sure
Are you in a better financial situation compared to last year?
Yes
No
Not sure
Do you regularly track cash flow?
Yes
No
Not sure
Operations
Do you have a detailed business operations work flow chart?
Yes
No
Not sure
Are you able to monitor your business operations?
Yes
No
Not sure
Does every employee clearly know the business operations running?
Yes
No
Not sure
Submit
Should be Empty: