S.O.S Business Assessment

S.O.S Business Assessment

Please answer the following questions to the best of your ability. Your responses will help us understand your current operations and identify where we can provide the greatest value to your business.
Name

First NameLast Name
Business name
Phone Number
Example: 000-000-0000
Email
example@example.com

Strengths & Weaknesses

Rows	No Experience at all	Some Experience	Very Experienced
Website creation
Standard Operating Procedures (SOPs)
Workflow improvements
Lead generation processes
CRM or software integrations
Creating more organized systems
day-to-day operations processes
creating & connecting social media pages to business platforms

How does your company make money?
What are the Products & Services you offer?
How many customers/clients do you currently have?
Do you have any recurring clients/customers?
if yes, type "Yes, number" (Example: Yes, 5).
How many employees does your company currently employee?
Excluding contractors
Are you currently working with any agencies that assist with marketing, operational processes/procedures, etc?
if yes, write "Yes, Agencies name"
If yes, what do they help with?
Are you currently using any CRM, Project Management, SMS/email Marketing, or Automation tools?
Do you have SOP's, Workflows or Automations?
Do you currently have someone to handle these tools to optimize your business?
Would you likely need someone to take care of these tools/platforms to optimize your business?
How much monthly Revenue is your business making?
Type N/A if you are unsure.
What are the monthly expenses?
Type N/A if you are unsure.
How often does your business run ads?

Other
How did you hear about us?

Other
if someone referred you, please share their name so we can thank them.
If you were to invest in improving your business, what budget range would you estimate for those improvements?
Are there any concerns, questions, or obstacles that are holding you back from making these improvements or hiring a professional to help implement them?
Should be Empty: