Number Format
Are you able to ask for premium prices that match your company's product value? No Partially Yes
Do you have a consistent and reliable way to evaluate future sales? No Partially Yes
Does your marketing techniques create enough qualified leads to achieve your targets? 0 .5 1
Does your business have a formal marketing plan and does that plan have a monthly budget? 0 .5 1
Have you identified the key things that make your business different from its competition? 0 .5 1
Is your product/service packaged in such a way that it makes it easy for your customer to say yes? 0 .5 1
Do you know what your average sales price is for each product you sell? 0 .5 1
Do you offer a meaningful guarantee to your customers? 0 .5 1
Do you clearly know who your ideal customer is? 0 .5 1
Do you know where your leads come from? (i.e. referrals, repeat business, website etc.) 0 .5 1
Are you using a CRM (Customer Relationship Management) tool? 0 .5 1
Do you know what % of your leads turn into customers? 0 .5 1
Do you frequently talk to your customers to seek ways to improve your products and services? 0 .5 1
Do you have management meetings that are responsible for monitoring business performance? 0 .5 1
Can your business model support your company growth? 0 .5 1
Do you have standard KPI reports (Key Performance Indicators) that track the things that are important to how your business functions? 0 .5 1
Does your business have a system to maintain quality? 0 .5 1
Do you have proper time management tools in place? 0 .5 1
Are your work flow processes documented? 0 .5 1
Do you have a computer based program for inventory control, invoicing & credit control? 0 .5 1
Are regular site back-ups done and verified? 0 .5 1
Do you have an updated organizational chart with job descriptions and cost of each position? 0 .5 1
Do you have a clear understanding of who your customers are and why they buy from you? 0 .5 1
Are you actively monitoring trends in customer satisfaction? 0 .5 1
Do you check in with your customers on a regular basis so that they feel important and connected to their experience you are providing? 0 .5 1
Can you provide six specific examples of how your company has delighted its customers this past month? 0 .5 1
Does your organization routinely measure the value that your customers receive from your products or services? 0 .5 1
Do each of your customers have the same customer experience? 0 .5 1
Are you able to take on more volume of work without increasing your headcount? 0 .5 1
Does your business provide formal training for employees? 0 .5 1
Do you communicate your vision to your employees? 0 .5 1
Do you share your management KPI's with your employees and hold them accountable to delivering on them? 0 .5 1
Does your business track and manage absenteeism and vacation time? 0 .5 1
Does your business recognize and reward people who make a significant improvement to your business, processes, products or services? 0 .5 1
Does each team member have a job description and is it reviewed with them at least annually? 0 .5 1
Do you have a process for conducting staff performance reviews on a regular basis? 0 .5 1
Do you have strong leaders within your organization? 0 .5 1
Does each team member have their own 90 day goal plan? 0 .5 1
Do you hold regular team meetings which result in accountable actions with measurable outcomes? 0 .5 1
Do you trust your team and allow them the responsibility to make decisions? 0 .5 1
Do you have processes that are focused on reducing costs? 0 .5 1
Do you regularly monitor your company's break-even position and how many sales you need to make each month to achieve it? 0 .5 1
Do you monitor your firm's gross profit margins and the contribution that each product makes to it? 0 .5 1
Are you satisfied with the levels of profitability in your business? 0 .5 1
Do you have cash flow reports for your business? 0 .5 1
Do you have systems in place to optimize your inventory and asset levels? 0 .5 1
Do you know how your business is running compared to your top competitors? 0 .5 1
Are you comfortable with reading and understanding your financial statements? 0 .5 1
Do you have a long-term plan for your own exit or succession from the business? 0 .5 1
Do you analyze variances between planned and actual performance? 0 .5 1
Do you regularly communicate with your bank manager to ensure that funding will be available even in difficult times? 0 .5 1
Does your organization use analytical tools to combine historical reporting with future forecasting? 0 .5 1
Do you have a business plan and does it go beyond one year? 0 .5 1
Is your company's intellectual property protected? 0 .5 1
Do you have a minimum of five strategies in place to increase your bottom-line? 0 .5 1
Do you set time aside at the end of each month to review your business performance? 0 .5 1
Do you have financial and personal independence? 0 .5 1
Do you systematically reinvest your profits back into the business? 0 .5 1
Are your firm's production technologies up to date? 0 .5 1
Does your budget allow for investment in research and development? 0 .5 1
Does your accounting software give you the reports you need to manage your business? 0 .5 1
Do you strategically review changes to your business model before implementing them? 0 .5 1
Do you systematically monitor your industry for changes in government regulation, technology or actions of customers/suppliers? 0 .5 1
Do you work on your business at least 4 hours per week vs working in it? 0 .5 1
Do you consistently brainstorm as a team to improve your systems and processes? 0 .5 1
Do you take active steps to ensure the errors cannot occur again by upgrading your systems? 0 .5 1
