Revenue Analysis

1

Tell me about your business, what made you get started, why this type of business, and your vision for the business.

2

How long have you been in business?

3

Do you currently have paid employees? If so, list there positions

4

Describe your companies culture. If you are the only employee, describe the culture you want for your team in the future.

5

List your current competitors.

6

What is your competitive advantage?

7

What is your current primary source of business revenue? (e.g., product sales, service fees, memberships, etc.)

8

What is your core offer/product and the price for it? (e.g. lawn care service's core offer would be grass cutting for $70/week)* This field is required.

9

How do you currently attract new leads or customers to your business?

People just show up or find me online

I have a detailed marketing plan

I pray

Not getting a lot of new leads or customers

Primarily referrals

10

How would things look in your business and life if you were getting all of the leads you desired?

11

List your 3 top selling products/services (include pricing)

12

List your top 3 WORST selling products/services (include pricing)

13

How would you describe your business revenue?* This field is required.

Inconsistent, but between $3,000- $10,000/mo

Inconsistent and under $10,000/mo

Consistent, but NOT over $10,000/mo

Been in business for over 6 months but revenue in under $3,000

Just starting my business

14

Where would you desire your revenue to be in the NEXT 3 months?

I would be happy with $5,000 months

I should be bringing in over $10,000/mo

My business has the potential to do over $50,000/mo

I just want to make some revenue

15

What could potentially stop you from obtaining this goal next month?

16

What is your USP (Unique Selling Proposition-what makes you different)

17

What are 3 pain points of your ideal client?

18

How do you solve those pain points?

19

What CRM do you currently use?

20

Do you currently use email marketing?

Yes

No

21

How do you currently nurture your clients and prospects?

22

Explain how you currently generate leads.

23

How many leads do you generate on average monthly?

0-7

7-20

20-50

50+

24

How does generating that many leads make you feel and what have you tried in the past to fix it?

25

What is your current strategy for customer retention?

26

How often are you offering sales/discounts with hopes of increasing revenue?

Every month

Not often

Thats the only way I get sales

On holidays only

27

Do you have a clear understanding of your ideal client?

YESNO

28

If yes, can you explain.

29

I create monthly sales goals

YESNO

30

How often do you hit your sales goals?

Whats that?

Over 50% of months

Never

Under 50% of months

31

Do you currently have a sales team including a sales manager?

YESNO

32

How often are your sales meetings?

33

Are there any particular months or seasons when your revenue tends to peak or decline? If so explain.

34

How long can you maintain this business in the current state? (If you don't make changes will you go out of business?)

35

What objections do you get most commonly? (Reasons people give you for not purchasing)

36

Do you currently have Standard Operating Procedures?

37

Do you have a clearly defined onboarding process for new hires?

38

What is motivating you to make a change now?

39

When are you planning to make changes if giving a blueprint?

40

Is there anything that would stop you from making the changes when we give you the blueprint?

Maybe my mindset

My spouse wouldn't be on board

I don't have the money to invest and not willing to figure it out right now

Nope, if it makes sense and can help I'm ready

41

When are you planning to make changes if we gave you a blueprint?

Today, I am ready for change

6-12 months

I'm just looking for information

42

Name* This field is required.

First Name

Last Name

43

What is your business email* This field is required.

example@example.com

44

List your website (s)?* This field is required.