Success Builder Profile Sheet

First Name

Last Name

Company

Phone *

Email *

Address

City

State

Postal code

Website

Introduction

To get started we'd like to learn a little bit more about your business. The following questions have been designed to help us identify key profit building opportunities within your business.

What type of business are you in?

Please list specific products/services that you provide for your customers.

Tell me about your competition, do many people do what you do?

Are you getting everything you wanted from your business?

What areas are you looking to improve?

How many employees do you have?

What is this year's estimated REVENUE?

What is this year's estimated PROFIT?

What was last year's REVENUE?

What was last year's PROFIT?

How many hours/week do you work now?

How many hours/week would you like to work?

How much income do you take home now?

How much income would you like to take home?

What goals do you have for the business next year?

Your Next Steps …

Pick your top 5 to 7 most important business priorities

Sales & Marketing

Having turn-key, persuasive and inexpensive ways to generate more leads and prospects for my products or services.

A step-by-step marketing plan that significantly increases my new customers, revenues and profits without taking all my energy away from day-to-day business.

Creating customer focused advertising and online marketing strategies to draw willing buyers to my business every week.

The most effective sales appeal for my products and services that uniquely sets my business head and shoulders above my competition.

To build a more motivated, professional and profitable sales or telemarketing force that creates a far strongersales conversion and average sale value.

Having a strategy that will compel my former and even inactive customers to come back and buy from me again and again.

Boosting the average sale value and creating a far better sales result from every customer we are already doing business with.

Introducing new and more profitable product lines orservices to both win new customers and extend the valuewe provide our existing ones.

Team Building & Leadership

Helping me develop and build strong leadership skills and attributes so I can, not just manage, but truly lead my people and my company.

To help me find or re-find my passion and get my heart and mind back focused on enjoying running and building the business again.

Using a recruiting system that is both efficient and effective to help me add the right, motivated, great people to my team.

Developing an ongoing training system so people are more effective and more productive at their jobs and, some are ready for promotion as the company grows.

Training my team so they deliver superior levels of customer service and create raving fans and repeat buyers time after time.

Helping me and my team get better use of our time and stop working reactively, putting out fires, and become more proactive about building the company.

Running Your Business

Developing a clear and powerful set of both personal and business goals and having a vision for my company.

To get myself the freedom of more time away from the business, still knowing it is growing and creating more, and more, profits without me there.

To help me understand how to reinvest my profits back into the business or how to take profits and invest them for passive income outside of my business.

Getting a solid business plan of action so I and my team are focused on doing what matters, what’s important and what will get the biggest results.

To get the business and my people to a stage where they can run it profitably so I can take some time out each week and vacation each year.

Developing a straight forward succession plan so I can replace myself with the right people, at the right time and allow them to run it without me.

Expanding the operation to multiple outlets or multiple territories so I can take advantage of an already solid and profitable business model.

Creating a franchise system that both sells and creates profitable franchisees who can afford to pay me serious royalties.

Assistance with taking the company international to profit from global markets, global costs and global currency values.

Systems

Having a system for controlling, managing and reporting the company finances so I can know I am building real profits.

Working ‘ON’ my business rather than ‘IN’ it and create a systems dependent company rather than a people dependent one.

Developing an organizational chart and position descriptions and getting the company administration handled.

Building consistency of delivery into my products/services giving better levels of service and more rewarding customer experiences.

Coaching

Having a Hotline to a great coach who can help me stay focused, answer my most important business questions.

Just a few final points …

If you had one wish for your business in the next 90 days, what would it be?

What budget have you/or could you set aside for sales/marketing/training with in the next 90 days?

Who other than yourself, who is involved in the decision making process within your business?

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