2 Minute Business Health Assessment

Do you have an online 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?

Describe your leaders

Do you have a written document that outlines each client segment, services provided, team members that service, delivery method of services, and fees?

Do you have a CRM workflow/process with the steps for a lead, prospect, and onboarding a new customer?

Do you have a collaborative, online business initiative planning tool?

Do you have a one-page document that explains your services to potential clients?

Do you actively use a call and meeting scheduling software with clients and leads?

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 and assignment of work?

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) of your software and data flows?

Are your services and method of contact easily viewable on mobile devices?

Have your owner(s) ever worked with a business coach, business psychologist, or joined a 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?