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Business Assessment Survey
Please complete this assessment to evaluate your business systems. Once complete you will recieve
Your Name
*
Email
*
Business Name
*
Phone Number (We would like to follow up to discuss the results)
Direction
Do you have a clear business direction right now?
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Our leadership meetings are structured and productive.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Admin
Our admin processes are documented and easy to follow.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
New team members are onboarded with clarity and confidence.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Sales
We have reliable sources of new leads.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Our sales process is clear, repeatable, and followed.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Finance
Cashflow is steady and predictable.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
We monitor profit margins so we can adapt to market conditions.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Production
We deliver on time and to the standard we promise.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Our operations can scale without chaos.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Quality
Employees are well trained and capable.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
We track errors, issues, and rework to address root causes.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Promotion
We actively build industry recognition and peer collaboration.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
We consistently share wins/success stories to warm up clients.
*
A
Not Yet
B
Somewhat
C
Mostly
D
Absolutely
Submit
