First Name *

Last Name *

Phone Number *

Email *

Company *

Director Current Hours/Typical Day

Age *

Salary / Wage *

Hours Per Week *

Typical Day *

How Would You Classify Your Business

Business classification: *

Just me

2-5

6-15

16 or more

Business Location

Please include any additional office locations *

Number of years the business has been trading?

Years in Business *

Business Turnover Last Financial Year

Last year turnover *

Business Turnover Year to Date

Year to Date turnover *

Percentage of Turnover on Recurring Income?

What Percentage of Your Annual Turnover is fixed on monthly agreements / direct debit each month? *

$ Total Employment Cost?

TEC Including any Outsourcing and Directors' Costs *

Current Debt Levels?

Personal Debt? *

Business Debt? *

Do You Know Your Cash Burn Rate?

Cash Burn Rates includes all costs associated with Keeping the Business Doors Open (Rent, Wages, Subscriptions etc.) *

Yes

Unsure

Current W-I-P

What is your rolling WIP balance month to month? *

Debtors Performance

What is our rolling Debtors balance month to month? *

Please Enter Your Current Tech Stack

E.G Xero, Microsoft 365 *

Please Enter The Services You Currently Offer

Services offered: *

Total Number of Staff

Please include all details of the staff.

Name, Age, Job Title, Employment Type, Level (Finder, Minder or Grinder) *

Please List All Your Sources For New Business

New Business Sources *

What Direction Would You Like To Take The Current Business?

Select as many as you like *

Grow the Business

Grow Then Maintain A Great Work Life Balance

Plan My Succession In The Next 3-5 years

Other

List Down Your Wishlist.

Type your wishlist here: *

List Down Your Frustrations.

Frustrations that we want to take action. *

What Does Success Look Like In 1 Year?

1 year plan or goals *

What Does Success Look Like In 3 Years?

3 year plan or goals *

What Does Success Look Like In 5 Years?

5 year plan or goals *

What Does Success Look Like In 7 Years?

7 year plan or goals *

Evaluate The Following Statements

I Have a current Business Plan I can share with Best Practice

Yes

Started

Other

Evaluate The Following Statements

I Have An Existing Marketing Strategy

Yes

Started

Other

Number of years the business has been trading?

Number of Partners in The Firm