Please complete the following questions from the perspective of the business you intend to continue running or working in, the business you are considering moving to, the business you're currently establishing, or the one you plan to create in the future. Ensure that your answers reflect the business context you envision working in moving forward.
Your Business
Which statement best describes you?
How many people work in your company?
Business Sector
Select your industry sector?
Business Goals
What are your top business goals for the next 12 months?
Mission Clarity & Leadership
To what extent is your business's mission and vision documented and regularly communicated to your team and clients?
Which statement(s) best describe your leadership style?
Sales Mastery
What are the biggest barriers to closing more sales?
Do you have a documented sales process that your team follows?
How satisfied are you with your current customer retention rate?
Marketing Effectiveness
What percentage of your revenue is allocated to marketing efforts?
Do you have a content marketing strategy in place?
How effective is your digital presence (website, social media, SEO)?
Process Optimization
What are your biggest challenges to scaling?
Do you have clear Key Performance Indicators (KPIs) or metrics that you track regularly to measure operational performance?
How often do you review and optimize your business processes?
Do you utilize any software or tools for project management or task automation?
Streamlined Operations
How scalable are your current operations if demand were to double?
To what extent are your operations automated?
What is your average employee turnover rate over the last 12 months?
Do you have documented Standard Operating Procedures (SOPs) for key tasks in your business?
Financial Management
What are your biggest financial challenges?
How regularly do you review financial reports (e.g., profit and loss statements, cash flow)?
Do you have a clear budget for your business?
How would you rate your access to working capital or credit if needed?
Customer Experience & Satisfaction
Do you have a process in place to gather customer feedback?
How would you rate your ability to respond to customer concerns or issues promptly?
Do you have a loyalty or rewards program for repeat customers?
Talent & Team Management
What are your biggest challenges in hiring and retaining employees?
What is the average tenure of employees in your company?
Do you have a formal employee onboarding and training process?
How would you rate your company culture and employee engagement?
What employee benefits or incentives do you currently offer?
Business Growth & Strategy
What percentage of your revenue comes from new clients vs. repeat clients?
Do you have a documented growth strategy for the next 3 to 5 years?
How confident are you in the scalability of your business model?
Work-Life Balance
On average how many hours per week do you work?
How would you rate your stress levels in managing the business?
How often do you take time off to recharge?