Strategic Review Evaluation

Section 1: General Information

1. Business Name:

2. Full Name

3. Phone *

4. Email: *

5. Website:

Address

Street Address

City

State

Country

Postal code

7. Industry or Niche:

8. Number of Employees:

9. Summary of Business Model and Description:

10. Top 3 Competitors

Top 1
Top 2
Top 3

11. Business Goals:

Immediate-term (1-3):
Short-term (3-6 months):
Long-term (12-24 months):

12. Top 3 Challenges Currently Facing:

1
2
3

Section 2: Current Business Processes

1. Describe Your Daily Operations:

2. Prospecting Efforts:

Methods used to find potential clients:
Frequency of prospecting activities:
Who is managing your prospecting efforts?
Cost or Budget:

3. Follow-Up and Relationship Building/Maintenance:

How do you stay in touch with existing clients?
Are there any tools or processes for maintaining relationships (e.g., CRM)?
Cost or Budget:

4. Current Outreach Efforts:

Email Campaigns?
Cold Calling?
Social Media Outreach?
Other?
Cost or Budget:

5. Are You Running Any Ads?

Platforms (Google, Facebook, Instagram, LinkedIn, etc.):
Budget for Ads (monthly):
Performance Expectations and Results:
Who is managing your ads?
Cost or Budget:

6. SEO Efforts:

Are you currently investing in SEO?
Focus areas (local SEO, content marketing, etc.):
Who is managing your SEO efforts?
Cost or Budget:

7. Sales Cycle and Sales Process:

Average length of sales cycle:
Steps involved in your sales process:
Who is managing your sales efforts?
Cost or Budget

8. Calls and Answering System:

How many calls typically go unanswered?
Do you have an answering system in place?
Cost or Budget

9. Calendar or Scheduling Management:

Tools used for managing calendars and appointments:
Current challenges or inefficiencies in scheduling:
Cost or Budget

Section 3: Technology Stack

1. List the tools/technologies you currently use for the following:

CRM:
Marketing Automation:
Project Management:
Communication and Collaboration:
Financial Management:
Calendar/Scheduling:
Social Media Automation:
Data Analysis and Reporting:

2. Are these tools integrated with one another? (Yes/No):

Yes

No

3. What’s working well with your current tech stack?

4. What’s not working as expected?

5. Are there tools you’re paying for but not fully utilizing?

6. Cost or Budget:

Section 4: Bottlenecks and Inefficiencies

1. Where do you experience delays or inefficiencies in your business processes?

2. What are the most time-consuming tasks for your team?

3. Are there recurring issues with communication or task handoffs?

4. What challenges do you face in scaling operations?

Section 5: Expenses and Resource Allocation

1. Current Monthly Budget for Marketing Efforts:

2. Current Monthly Budget for Technology and Outreach Efforts:

3. Other Relevant Expenses:

Employees assigned to marketing, technology, or outreach:
Contractors or external agencies:
Other operational costs:

4. What percentage of the budget do you feel is underutilized or could be optimized?

Section 6: Wish List for Automation

2. What results are you hoping to achieve through automation?

Section 7: Data and Analytics

1. How do you currently track and measure performance (KPIs, OKRs, etc.)?

2. Are you able to gather insights from your data easily?

3. Do you rely on any specific reports or dashboards? If yes, please describe them.

4. What insights or metrics do you wish you had but don’t currently?

Section 8: Growth Opportunities

1. What are your biggest untapped opportunities?

2. What’s holding you back from capitalizing on these opportunities?

3. What specific areas of the business do you feel have the most growth potential?

4. Are there any new markets, customer segments, or partnerships you’re considering?

Section 9: Strategic Vision

1. If you could wave a magic wand and create your business in any way possible, what would it look like?

2. What does success look like for your business in the next 1 year, 3 years, and 5 years?

3. Are there specific systems, tools, or strategies you believe would help you reach these goals?

Section 10: Team and Training

1. Do your team members have the tools and resources they need to succeed?

2. Is there a need for additional training or development?

3. Are there gaps in your team’s skills or capabilities that need to be addressed?

4. Do you have supervision systems or performance audits in place? If so, how often are they conducted?

Section 11: Current Successes

1. What is currently working well in your business?

2. What processes or systems are you most satisfied with?

3. Are there any successes or best practices you’d like to replicate in other areas of your business?

Section 12: Additional Notes

1. Is there anything else you’d like to share that wasn’t covered above?

2. If you had to choose one area to prioritize for improvement, what would it be?

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