Name:*
Company:
# of Employees
Email:*
Telephone
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| Rate where your business stands today by filling in your level of agreement with the statement from 1 to 10 in the scoring column. |
| MARKETING |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| We have at least 10 active marketing strategies at all times |
1 |
|
10 |
| Our marketing message addresses our target market and their interests DIRECTLY. |
1 |
|
10 |
| Our marketing message is consistent across all mediums that we use. |
1 |
|
10 |
| We track all initial contacts and how they heard about us to assess marketing strategies. |
1 |
|
10 |
| SALES |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| We use scripts or a defined approach in all initial contacts with potential customers. |
1 |
|
10 |
| We have a proven, defined, and written sales system. |
1 |
|
10 |
| Our sales staff has regular, formal training on both product knowledge and sales skills. |
1 |
|
10 |
| We use a system to track sales to determine trends, strengths, etc. |
1 |
|
10 |
| CUSTOMER SERVICE |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| We consistently deliver on time, and when we are not on time, we notify the customer immediately. |
1 |
|
10 |
| We consistently "underpromise" and "overdeliver". |
1 |
|
10 |
| We do the "little things" to make our customer's experience unique, and are always looking for new ways to enhance their experience with us. |
1 |
|
10 |
| Our customer service is always consistent, and every contact with customers builds brand equity. |
1 |
|
10 |
| HUMAN RESOURCES |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| Everyone who works closely with us is familiar with our Mission statement and what our aims are. |
1 |
|
10 |
| We utilize "co-op-etition" and make partners of everyone we can to grow our business and theirs! |
1 |
|
10 |
| All employees have a clear Job Description and are hired, trained and evaluated per this profile. |
1 |
|
10 |
| We provide an atmosphere where our employees love coming to work. |
1 |
|
10 |
| YOUR BUSINESS SYSTEM |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| If I was absent from the business for a period of time, the business would continue to grow. |
1 |
|
10 |
| I have a daily "To Do" system, and I update it and use it daily. |
1 |
|
10 |
| We have identified all tasks in the business that could be handled routinely by systems. |
1 |
|
10 |
| Our systems are as simple as possible, and we use them once they are set up. |
1 |
|
10 |
| PROFIT MARGINS |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| We know the profit margins of the various products and services we provide. |
1 |
|
10 |
| All expense components of the cost of sales are the lowest possible while not sacrificing results. |
1 |
|
10 |
| All but a small portion of our business is done at full price. |
1 |
|
10 |
| All fixed costs of operating the business are at a minimum while not diminishing the quality of the product or service. |
1 |
|
10 |
| FINANCIAL MANAGEMENT |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| Financial statements are current, and I understand them fully. |
1 |
|
10 |
| We keep the accounting current, and if we cannot do it ourselves, we seek professional help. |
1 |
|
10 |
| We use Key Performance Indicators to measure the effectiveness of marketing, sales, customer service, etc. |
1 |
|
10 |
| We use the best accounting software for our industry. |
1 |
|
10 |
| LEADERSHIP |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| We have a company Mission & Vision statement, communicate them to the appropriate people. |
1 |
|
10 |
| We set goals and action plans ourselves, and teach everyone on the staff to do the same. |
1 |
|
10 |
| I conduct my business with honesty, integrity, and congruency so I can always be trusted. |
1 |
|
10 |
| I am familiar with motivational models, and I employ motivational strategies that are effective. |
1 |
|
10 |
| PERSONAL AND WORK/LIFE BALANCE |
<- Disagree Completely |
Your Score (Fill In) |
Agree --> Completely |
| I know what I want out of my life and I move towards it every day. |
1 |
|
10 |
| I take daily steps to maintain my mental, emotional, physical and spiritual health. |
1 |
|
10 |
| I have a good balance of work, play and rest. I work hard and balance it with the proper rest and rejuvenation. |
1 |
|
10 |
| I have a strong network of family and social connections who I spend time with and enjoy regularly. |
1 |
|
10 |
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