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2 Minute Business Assessment

Discover Valuable Insights

Take advantage of this free assessment

 

It’s crafted to pinpoint crucial areas that require your focus, while also recognizing your strengths.

These questions are designed to reflect your current state and identify future goals to scale.

Thank you for learning and helping your business thrive.

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Name
Do you have an online contact management system (CRM) with a mobile app?
Do you have a visual organization chart that is shared with the staff?
Do you have an IT firm on retainer?
Are your Leaders open or focused?
Do you have a written document describing your client segments, services provided to each, team members involved, and fees?
Are Prospect, New Client, and Ongoing Service procedures embedded in workflows and being followed by the team?
Does your team use collaborative, online software to co-design processes, track business initiatives, or asynchronously communicate ideas?
Do you have a one-page document that explains your services to potential clients?
Does your business have a team member that excels in leading the team and holding them accountable?
Do your leaders believe in, and act upon, continuous improvements to the business and culture?
Does everyone, including owners, have a written job description that includes responsibilities, career path preference, and learning goals?
Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
Do you have a written marketing plan with dates, assignment of work, and metrics reports?
Have you projected next year's income, expenses, and included additional income and expenses that may occur due to expansion of client base, new hires, and initiatives?
Do you have a document (aka. map) showing your software programs and data flows among them?
Are your services and method of contact easily viewable on mobile devices?
Is your owner(s) working with a business coach, business psychologist, or a member of a CEO peer coaching group?
Do you have a written training process for new hires?
Do you have a documented Communications Protocol?
Are your workflows highly efficient and effective?
Does the business have a documented Continuity Plan and drafted Owner Exit Strategy?
How often do you meet with your team to review past successes, current initiatives, and future goals?

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