Business Assessment

How long have you been in business? *

Do you have and utilize an operating system? *

Have you had 2 profitable quarters or more in a row? *

Do you have your processes documented and identified? *

How many months of operating costs do you have in the bank? *

Have all key roles been hired and defined? *

The Five Pillars of Business

Please rank each of the Five Pillars of business on a scale from 1 - 5 with 1 being the lowest and 5 being the highest.

Leadership - The core values, company culture and vision for the future are clearly defined and understood by every team member. Everyone is "bought in" to where we are going as a company and desirers to contribute. *

Operations - Our company processes and procedures are documented and reviewed regularly. if there is an issue we can quickly identify where it went wrong in the process and have a clearly defined way of rectifying it. *

Marketing - We have a systematic way of tracking marketing metrics and have a clearly defined marketing plan. We know who our target customer is and how to reach them with the right messaging that leads to sales. *

Finance - Our numbers are easily accessible. We can produce a P&L at any time and have a dashboard of key numbers that allow us to see at any moment how we are doing as a business. Our books are clean and organized. *

Personnel - We have clearly defined roles within the company. Everyone on the team knows to whom they are accountable. We hire and manage to ensure that the right person is always in the right seat within the business. *

First Name

Last Name

Your Company Name *

Phone *

Email *

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