Your Entrepreneurial Journey
The first step toward improvement is recognizing what’s already working well. Our confidential business assessment is designed to be quick and respectful of your comfort levels—feel free to skip any questions you'd rather not answer. It takes just about 20 minutes to complete. Once you're done, I'll reach out with an invitation to discuss your results. I’m looking forward to connecting with you soon! Warm regards, Beverlee
First Name
*
Last Name
*
Name of your Company
*
Your Position or Title
Website
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Leadership
Please answer the following...
1. Why and how did you become a business owner?
2. How long have you owned this company?
0-2 years
2-5 years
5-10 years
10+ years
3. What has your experience as a small business owner been like?
4. Looking back to when you first envisioned your business, how close have you come to reaching that vision?
5. How would you describe your balance between your work and personal life?
Good, works for me
Too much work but I'm OK with it
Business has taken over my life
Other
6. What would you say are the most important things in your life right now?
7. Do you work more hours and get more done than anyone else in your company?
Some of the time
Most of the time
All of the time
Don't believe so
Other
8. Describe in a few words your leadership style?
9. Do you feel like you are in control of how you spend your time?
Most of the time
Sometimes
Not really
Never
10. Describe your company culture?
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Operations
Please answer the following...
1. What is your primary product or service?
2. How satisfied are you with the quality of your product/service?
Super proud
Mostly good
Could be better
Needs serious improvement
Other
3. How consistent is the quality of your product/service?
On time, every time, exactly as promised
Mostly good
Could be better
Needs serious improvement
Other
4. What quality control checks do you have in place and how are they measured (i.e. how often/by whom/reported to)?
5. How many of your customers become repeat buyers?
Almost 100%
Most but not all
Less than 50%
Don't know
Other
6. How would your customer service be affected if your sales doubled next week?
7. How often do you find yourself “putting out fires” in regards to your business operations?
Things are pretty much out of control all the time
We make a few mistakes that require my attention
I spend a lot of time fixing things
Everything runs pretty smooth without me
Other
8. Which of these statements are true (check all that apply)?
I'm the only one who can do ________(any key element to the business operations that is 100% dependent on you personally)
My paperwork is a major problem, I'm often not able to find what I'm looking for
This place is a mess, I can't keep it clean
I'm never sure a job can be done on time
If I needed to take 6 weeks off the business would be in serious trouble
Other
9. I spend a great deal of my time improving company efficiency.
True
False
10. Which statement best describes your company's technology?
We follow our industry's gold standard and know how to use it
We have great technology but don't use it to its fullest capacity
We could definitely upgrade and learn more about what we have
We don't really use or count on computers or other technology
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Money
Please answer the following...
1. What is your Gross Annual Revenue?
2. What financial tracking software are you currently using?
3. Describe your understanding of your company's financial statements? What kinds of financial reports do you generate on a regular basis (e.g. profit & loss, budget, balance sheet, projections, statement of cash flow, other)?
4. Are you confident your product/service is priced accurately to balance maximum profit and opportunity?
Absolutely
Not sure
No
5. Which statement best describes your company's current net profit before tax position?
More than 10%
5-9%
Less than 5%
Losing money
6. Are you comfortable with the amount of debt you have?
No problem
Could be better
Not comfortable at all
No debt
7. Has not having enough cash on hand impacted your company's ability to grow?
Not really
Sometimes
Most of the time
8. How much do you think you could sell your business for today?
9. Are you now or have you recently been behind in filing or paying taxes?
Yes
Not now, has happened in the recent past
No
10. What wage do you pay yourself each month?
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People
Please answer the following...
1. How big is your team?
2. Would you say your employees have a clear picture of what your company is about and understand their role in fulfilling that picture?
Absolutely true
Some but not all
Not really
3. Are you the hardest working person on your team?
Yes
Sometimes
No
4. Describe your current hiring system?
5. How do you train new/current employees?
Using our updated training manuals
Another employee shows them the ropes
We expect them to know the job when they are hired
Other
6. Are the work accountabilities clearly defined?
Yes
No
Some
7. Would you be in big trouble if a certain key person(s) were to leave the business?
Absolutely
It would be difficult but we could get through
Not really, everyone is replaceable with a bit of notice
Other
8. What are the best things about working for you and your company?
9. How consistent are the results your employees produce?
On time, every time, exactly as promised
Mostly good
Could be better
Needs serious improvement
10. Knowing what you know today, would you hire everyone on your current team?
Absolutely, everyone is great
I would hire most of them
I would hire "some" of them
I would have a different team
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Sales & Marketing
Please answer the following...
1. Describe your ideal customer in as much detail as you know?
2. What percentage of "your" time do you spend on generating and converting new business?
0-10%
10-25%
25-60%
More than 60%
3. Which lead generation methods do you currently use?
Website
Print media
Social media
Tradeshows/events
Blogs
News releases
Networking
Newspaper advertising
LinkedIn
YouTube
Other
4. On average, how long does it take you and/or your team to return a phone call?
5. Which Customer Relationship Management (CRM) program do you use, if any?
6. How easy is it for a potential customer to buy from you?
Click a button... done!
Two or three simple steps and they are in
Same as everyone else in my industry
Never really thought about it
Other
7. Where do most of your new clients come from?
8. Where does your product/service price fit within your market?
More expensive
Somewhere in the mid-range
Less expensive
Other
9. How do you follow up with customers after the sale?
10. Most companies claim they get new business from other existing customers. Describe how you currently manage these referral partners?
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What are your highest priority goals for the next business year?
Increase profitability
Have more personal time
Motivate my staff
Be a more confident leader
Greater understanding of my financials
Make better financial decisions
More time with family
Better target new customers
More cash in the bank
Launch a new product
Get out of debt
Hire a stronger team
Get on or get better with Social Media
A new website
Improve my health
Hire a business coach (had to ask!)
Other
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