• Identity

    Let’s start with the basics so we can connect your answers to the right business and prepare for your review.
  • WHY THIS SNAPSHOT MATTERS

    Most business owners know what they are experiencing — inconsistent growth, too much depending on them, weak follow-up, wasted time, unclear results, or simply the feeling that something is not working as well as it should.

    The harder question is why.

    The BDA Business Development Intelligence Snapshot helps BDA understand how you currently develop business, measure progress, manage relationships and opportunities, use your time and resources, and decide what deserves attention. We use your answers to prepare for a more useful conversation focused on what appears to be working, where there may be gaps or constraints, and where BDA may be able to help.

    WHAT TO EXPECT
    • Most people finish in about 5–8 minutes.
    • There are no right answers.
    • Answer based on how things actually work today.
    • If you do not know an answer, say so — that is useful information too.
    • BDA will only use public business, industry, or market information if you give permission near the end.

  • Role

    Your role affects what you control, what depends on you, and what kinds of changes are realistic.
  • Which best describes your relationship to the business or organization?*

  • How do you know what's working?

    We want to understand how you currently judge business-development performance — what you watch, what you measure, and what tells you something is working.
  • Which of these do you currently track on a regular basis?

  • Tracking & KPIs

    Results matter, but so does understanding what caused them. This helps us see whether you have enough information to explain performance and make informed adjustments.
  • Over roughly the last three years, how has revenue, production, or another important business-development outcome performed against your goals?*
  • How confident are you that you can document the main causes?*

  • Relationship Management

    For many businesses, opportunity begins with people. We want to understand where business comes from and how intentionally those relationships are managed.
  • Where does most new business or opportunity come from today?*
  • About how much of your new business comes from your single largest source?*

  • What happens after you meet the right person?

    Meeting the right person creates potential. What happens next determines whether that potential turns into an opportunity, referral, client, partnership, or nothing at all.
  • Can you usually tell whether that relationship later created a customer, opportunity, introduction, collaboration, access, information, or other meaningful value?*

  • What gets your attention — and what slips?

    Business development competes with everything else demanding your time. This helps us see what stays consistent and what tends to break down when things get busy.
  • What is most likely to slip when you get busy?
  • How consistently does a promising lead or opportunity receive a documented second follow-up if they do not respond the first time?

  • What depends too much on you?

    Growth becomes harder when too much depends on one person. This helps identify where your time, knowledge, or personal involvement may be limiting capacity.
  • If a reliable system, person, automation, or AI could handle some recurring work correctly, which would you most gladly stop doing yourself?
  • About how many hours in a typical week go to recurring work that does not require your highest expertise?*

  • Tools, Spending, and Opportunity

    Not every cost is waste, and not every tool creates value. We want to understand where you may have opportunities to improve the return on the resources you already use.
  • Are there business-development products, services, memberships, tools, events, or marketing expenses that you personally control or influence and have not reviewed recently for value?*

  • Market & Competitive Advantage

  • How ambitious are you about your position in your market or industry?
  • How often do you intentionally review competitors, industry changes, customer expectations, new technology, or market trends?
  • Which categories apply?
  • May BDA use publicly available information about your business, industry, and market to prepare your initial analysis?*
  • How close do you believe you are to that outcome today?
  • When do you want to reach that outcome or the next major version of it?
  • Now bring it together. Tell us what improvement would matter most, what would make BDA worth your time, and whether we may use public information to strengthen the analysis.

  • How SMART² Is the Way You Are Running Toward the Dream?

  • Wanting something from your business is not the same as having a system capable of producing it. BDA uses SMART² to test whether the destination and the work required to reach it are being managed intelligently. Specific & Strategic — Do you know exactly what you are trying to accomplish and why it matters? Measurable & Meaningful — Can you tell whether you are getting closer using measures that actually matter? Achievable & Actionable — Are there clear actions, resources, and capabilities that can move the result? Relevant & Realistic — Are the actions you are taking actually connected to the outcome you want? Time-Bound & Trackable — Do you know the pace required, whether you are on track, and when you need to adjust?
  • How clearly could you answer those SMART² questions about the outcome you just described?
  • What would make a lead or client "better" for you?
  • Which best describes the issue you are feeling most right now?
  • If better leads or clients are part of what you want, what would make them better for you?
  • Should be Empty: