ELC Business Opportunity Checkup

1

Have you experienced your own business as a customer within the last 12 months — calling, emailing, submitting an inquiry or purchasing the way a new customer would?* This field is required.

Yes

Mostly

Partially

No

Not Sure

2

Do you have a reliable way to know how quickly calls, emails and online inquiries are answered?* This field is required.

Yes

Mostly

Partially

No

Not Sure

3

Do you regularly collect and review customer feedback, complaints and online reviews for recurring issues?* This field is required.

Yes

Mostly

Partially

No

Not Sure

4

Do you have a consistent process to ensure every new lead or sales inquiry receives appropriate follow-up?* This field is required.

Yes

Mostly

Partially

No

Not Sure

5

Can you easily identify leads or customers who haven’t been contacted when they should have been?* This field is required.

Yes

Mostly

Partially

No

Not Sure

6

Do you have a structured process for reconnecting with past customers and generating repeat business, referrals or additional sales?* This field is required.

Yes

Mostly

Partially

No

Not Sure

7

Have you reviewed your major recurring business expenses and vendor agreements within the last 12–24 months?* This field is required.Examples may include telecom, internet, payment processing, shipping, software, insurance, subscriptions and service contracts.

Yes

Mostly

Partially

No

Not Sure

8

Do you know which software subscriptions, services and recurring charges your business is currently paying for — and whether they’re all still being used?* This field is required.

Yes

Mostly

Partially

No

Not Sure

9

Do you regularly compare vendor pricing and contract terms rather than automatically renewing existing agreements?* This field is required.

Yes

Mostly

Partially

No

Not Sure

10

Are there processes in your business that employees regularly describe as frustrating, slow, repetitive or unnecessarily complicated?* This field is required.

No

Rarely

Sometimes

Frequently

Not Sure

11

Are important business processes documented so they can be performed consistently regardless of which employee is handling them?* This field is required.

Yes

Mostly

Partially

No

Not Sure

12

Do employees have to enter the same information into multiple systems, spreadsheets or applications?* This field is required.

No

Rarely

Sometimes

Frequently

Not Sure

13

Are you confident the software and technology your business uses today are still the best fit for how your business operates?* This field is required.

Yes

Mostly

Partially

No

Not Sure

14

Are there systems you’re still using primarily because “that’s what we’ve always used”?* This field is required.

No

Probably Not

Maybe

Yes

Not Sure

15

Can management easily access the information needed to understand sales, customers, operations and performance without manually assembling multiple reports or spreadsheets?* This field is required.

Yes

Mostly

Partially

No

Not Sure

16

Have you reviewed repetitive administrative tasks to determine whether any could be automated?* This field is required.

Yes

Mostly

Partially

No

Not Sure

17

How extensively is your business currently using AI to save employee time, improve communication, analyze information or assist with routine work?* This field is required.

Extensively

Somewhat

Very Little

Not At All

Not Sure Where to Start

18

Are there tasks your employees perform every day or every week that involve repetitive emails, data entry, scheduling, reporting, document preparation or moving information between systems?* This field is required.

No

A Few

Several

Many

Not Sure

19

If you could improve ONE thing in your business right now, what would it be?It could be reducing expenses, increasing sales, improving customer service, saving employee time, improving communication, modernizing technology, automating repetitive work — or something completely different.

20

Business Name* This field is required.

21

Industry* This field is required.

22

Approximate Number of Employees* This field is required.

23

Enter your information below if you would like to receive your Business Opportunity Checkup results and information from Endless Loyalty Consulting.

24

Name* This field is required.

First Name

Last Name

25

Email Address* This field is required.

example@example.com

26

Phone Number

Please enter a valid phone number.