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Full Name
Email
*
Phone
*
Is the business care quality accredited?
Yes
No
Are all team members qualified and trained ?
Yes
Some not all
No
Is the business insured for the correctly liability and malpractice?
Yes
Would need to check
No
Are client consultations thorough and documented?
Yes
Sometimes
No
Are treatment plans personalised and tailored to client needs?
Yes
Not always
No
Is client communication clear and responsive?
Yes
Not always
No
Are client reviews actively asked for and responded to?
Yes
Sometimes
No
Is the business transparent about pricing and services?
Yes
Not always
No
Does the business have a clear brand and identity?
Yes
It is inconsistent
No
Is your website user friendly and up to date?
Yes
We do not check
No
Are social media accounts active and engaging?
Yes
Could be improved
No
Does the business participate in local events or sponsorships and engage with it's community?
Yes
We have done
No
Are email marketing campaigns used to engage with clients?
Yes
Occasionally
No
Are financial records accurate and up to date?
Yes
Not sure my accountant does it
No
Is the business profitable and financially sustainable?
Yes
Unsure
No
Are outgoings & expenses managed effectively and efficiently?
Yes
Some are, not all
No
Are financial goals and projection regularly reviewed and adjusted?
Yes
Sometimes
No
Is the business prepared for tax season and compliance?
Yes
Unsure
No
Do you have relevant industry experience or clinical/ medical qualifications?
Yes
No
Have you received formal business education or training?
Yes
Would like to do more
No
Do you have a clear vision and strategy for the business ?
Yes
Things keep getting in the way
No
Are you open to new ideas, technologies and methodologies?
Yes
Depends
No
Do you prioritise ongoing learning and professional development?
Yes
I would like to
No
Are staff members adequately trained and supported in their roles?
Yes
Sometimes
No
What would describe you staff turnover
High
Neutral
Low
Are employee benefits and compensation competitive?
Yes
Unsure
No
Does the business have a clear recruitment and hiring process?
Yes
In parts
No
Are performance reviews and feedback regularly provided to staff?
Yes
Sometimes
No