2 Minute Business Health Assessment
Discover valuable insights by taking 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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Thank you for taking the time to assess your business. We know that managing a business requires resilience and openness to change.
If you are want to delve deeper into the health of your business and seek changes that will spur growth and culture, click HERE to schedule a complimentary assessment review call and start receiving our monthly Problem/Solution tip HERE.
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Question 1 of 22
1. Question
Do you have an online CRM with a mobile app?
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Question 2 of 22
2. Question
Do you have a visual organization chart that is shared with the staff?
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Question 3 of 22
3. Question
Do you have an IT firm on retainer?
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Question 4 of 22
4. Question
Describe your leaders
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Question 5 of 22
5. Question
Do you have a written document that outlines each client segment, services provided, team members that service, delivery method of services, and fees?
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Question 6 of 22
6. Question
Do you have a CRM workflow/process with the steps for a lead, prospect, and onboarding a new customer?
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Question 7 of 22
7. Question
Do you have a collaborative, online business initiative planning tool?
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Question 8 of 22
8. Question
Do you have a one-page document that explains your services to potential clients?
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Question 9 of 22
9. Question
Do you actively use a call and meeting scheduling software with clients and leads?
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Question 10 of 22
10. Question
Do your leaders believe in, and act upon, continuous improvements to the business and culture?
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Question 11 of 22
11. Question
Does everyone, including owners, have a written job description that includes responsibilities, career path preference, and learning goals?
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Question 12 of 22
12. Question
Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
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Question 13 of 22
13. Question
Do you have a written marketing plan with dates and assignment of work?
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Question 14 of 22
14. Question
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?
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Question 15 of 22
15. Question
Do you have a document (aka. map) of your software and data flows?
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Question 16 of 22
16. Question
Are your services and method of contact easily viewable on mobile devices?
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Question 17 of 22
17. Question
Have your owner(s) ever worked with a business coach, business psychologist, or joined a peer coaching group?
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Question 18 of 22
18. Question
Do you have a written training process for new hires?
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Question 19 of 22
19. Question
Do you have a documented Communications Protocol?
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Question 20 of 22
20. Question
Are your workflows highly efficient and effective?
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Question 21 of 22
21. Question
Does the business have a documented Continuity Plan and drafted Owner Exit Strategy?
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Question 22 of 22
22. Question
How often do you meet with your team to review past successes, current initiatives, and future goals?
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