• Baseline Assessment

    Baseline Assessment

    Review each section and score your company at each level on a scale from one (1) to ten (10)

  • The key to this exercise is to score each area of your business with brutal honesty. This is our baseline assessment and one where we will measure progress over time.

    The grading system to use is:

    1 - 2   Not Even Close

    3 - 4   Toe in the Water

    5 - 6   Sort of Done

    7 - 8   Oh, So Close!

    9 - 10 Nailed It!

    • Internal Organization 
    • Mission, Vision, Values
    • Organizational Structure
    • Operational Plan
    • Reporting & Accountability
    • Team Culture
    • Team Performance
    • Themes & Celebrations
    • Meeting Cadence
    • Pricing and Service 
    • Upfront Pricing
    • Recurring Revenue Packaging
    • Scope Creep and Seep
    • Work in Progress and Accounts Receivable
    • Client Mix - A's and B's only
    • Client Service
    • Account Management Program
    • Average Hourly Rate (AHR)
    • Price Increases
    • Scaling 
    • Brand Development
    • Client Goals Documented
    • Finding Opportunities
    • Niche Markets
    • Leads Database
    • Web Dominance
    • Lead Generation
    • Standardization of Services
    • Sales Process
    • Sales Skills
    • Advisory Services
    • Finance & KPIs 
    • Breakeven Sales
    • Cash Flow Forecasting
    • Annual Budget
    • Financial Goals
    • Time Management 
    • Workflow Management
    • Administrative Team
    • Time Tracking
    • Time Budgets
    • Documented Processes
    • People Development
    • Owner's Time
    • Score 
    • Would you like us to follow up with you?
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