Small Business
Assessment

5 Minute Assessment

Name

INSTRUCTIONS: This is a series of questions to which you can answer "yes" or "no" to help you get an idea of how things are in your business. It will take you just 5 minutes to answer.

LEADERSHIP DEVELOPMENT
I have a clear 1, 3, and 5-year vision and plan for my business.
I have goals in place to achieve my business vision.
I manage my time effectively and know my role in my company.
I can balance my work and personal life well.
I can transform problems and issues into opportunities.

MARKETING AND SALES
I know who our ideal customer is and how to best help them
I can easily share the value of what we provide.
I have an effective referral system.
I am able to stay in touch with past and current clients.
I am confident in our marketing strategy.
I have all the clients I need.

CUSTOMER SERVICE
I consistently deliver an excellent customer experience.
My customers love our services and products.
I am confident we can service all our clients effectively and well.
I get a lot of referrals from current customers.

FINANCIAL DYNAMICS
I am confident about our cash flow and its predictability.
I have a clear budget and consistently follow it.
I am able to make real-time adjustments based on reviewing company financials.

TEAM DYNAMICS
I am very satisfied with our company culture.
I am confident that we run effective meetings that move things forward.
I am able to trust my team to make great decisions without me.
I am able to trust my team to make great decisions without me.
I am confident the employees speak very positively of their experiences here.

WHAT'S NEXT? - You should consider speaking with us if you answered NO to 5 or more of these questions. Click the button at the top of the page to set up your call.
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