2 Minute Business Health Assessment
This free assessment evaluates crucial elements of your business, depicting zones of concern and areas to celebrate.
These questions are not about who you want to be, but how you show up today.
If you don’t print or email the results to yourself, they’re GONE.
**Your information is NOT used for marketing, NOT added to any email drip list, and NOT used to collect firm data for a study.**
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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, 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 18
1. Question
Do you have an online CRM with a mobile app?
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Question 2 of 18
2. Question
Do you use a text messaging software with clients?
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Question 3 of 18
3. Question
Do you have an IT firm on retainer?
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Question 4 of 18
4. Question
Do you have a visual organization chart that is shared with the staff?
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Question 5 of 18
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 18
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 18
7. Question
Do you have a collaborative, online business initiative planning tool?
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Question 8 of 18
8. Question
Do you have a presentation prepared to explain your services to potential clients?
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Question 9 of 18
9. Question
Do you actively use a call and meeting scheduling software with clients and leads?
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Question 10 of 18
10. Question
What is your owners’ level of intellectual curiosity? (5=high, 1=low)
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Question 11 of 18
11. Question
Does everyone, including owners, have a written job description that includes roles, career path preference, annual goals?
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Question 12 of 18
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 18
13. Question
Do you have a written marketing plan with dates and assignment of work?
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Question 14 of 18
14. Question
Do you have a future year projection of income and expenses that includes additional income and expenses, due to expansion of client base, new hires, and initiatives?
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Question 15 of 18
15. Question
Do you have a document (aka. map) of your software and data flows?
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Question 16 of 18
16. Question
Are your services and method of contact easily viewable on mobile devices?
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Question 17 of 18
17. Question
Do you have a written training process for new hires?
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Question 18 of 18
18. Question
What is your owners’ level of bravery? (5=high, 1=low)
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