Business Assessment Questionnaire

Want to think about your business from a strategic and systematic perspective? Start by rating your current situation on a scale of 1-5 and record your level of content below. We'll have a Small Business Builder get in touch with you to further discuss your business development strategy.

Leadership
I have a clear 1, 3, & 5 year vision for my business	Please select... 1 2 3 4 5
I have identified measurable goals that support my business vision	Please select... 1 2 3 4 5
I am effective with my time management and understand where I fit best in my company	Please select... 1 2 3 4 5
I am able to transform problems and frustrations into opportunities	Please select... 1 2 3 4 5
I am able to balance work and my personal life	Please select... 1 2 3 4 5
Financial
I am confident about our cashflow and it's predictability	Please select... 1 2 3 4 5
I conduct regularly scheduled reviews of our income statement, balance sheet, cashflow statements, budget and other key financial indicators	Please select... 1 2 3 4 5
I develop and monitor our annual budget and cashflow plan in accordance with our company plan & vision	Please select... 1 2 3 4 5
I make adjustments and communicate with our team based on my regular review and reporting of our company financials	Please select... 1 2 3 4 5
Sales
I know where my clients are, how they think and how I can best help them	Please select... 1 2 3 4 5
I understand and communicate my value proposition in a language that works best for our clients	Please select... 1 2 3 4 5
My pipeline is full and I generate leads regularly	Please select... 1 2 3 4 5
I regularly measure the effectiveness of our lead generation activities	Please select... 1 2 3 4 5
I win and get new business regularly	Please select... 1 2 3 4 5
I stay in touch with past, current, and potential clients	Please select... 1 2 3 4 5
Most of my revenue is not generated from my personal sales efforts	Please select... 1 2 3 4 5
I have all the clients I need	Please select... 1 2 3 4 5
Client Fulfillment
I always deliver a "WOW" customer experience	Please select... 1 2 3 4 5
I am very satisfied with the quality of our products and services	Please select... 1 2 3 4 5
I have a system for monitoring our quality of work	Please select... 1 2 3 4 5
I am very satisfied with the amount of repeat customers we have	Please select... 1 2 3 4 5
I get a lot of referrals from existing clients	Please select... 1 2 3 4 5
I am confident that we are able to meet and effectively manage our business capacity	Please select... 1 2 3 4 5
Management
I am able to see my company and our systems as the product not the commodity or service we sell	Please select... 1 2 3 4 5
My team and I are clear about "how we do it here"	Please select... 1 2 3 4 5
My team is clear about our company vision and how they fit into the plan	Please select... 1 2 3 4 5
My team delivers consistent results for our clients	Please select... 1 2 3 4 5
I am constantly increasing my company's capability and adding great team members	Please select... 1 2 3 4 5
My business does not depend on a few key team members for it's success	Please select... 1 2 3 4 5
I am able to recruit, hire, & train great team members	Please select... 1 2 3 4 5
Most of our company systems are documented and organized	Please select... 1 2 3 4 5

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