Date of birth
Do you start every day with purpose and know what you want to accomplish?
1 - Totally agree
2 - Agree
3 - Unsure
4 - Disagree
5 - Totally disagree
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How many employees do you have?*
It's just me
1-3
4-10
11-25
25+
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Where do you want to take this business in the next 12 months?
Revenue
Profit margin
Team
Hours worked per week
Do you have your customer avatar(s) detailed and documented somewhere and available for your team 24/7?*
Yes
No
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When was the last time you reviewed and updated your customer avatar(s)?*
Less than 3 months ago
Within the last 6 months
Over a year ago
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Do you or your accountants perform regular financial audits to see if there is money being wasted in the company?*
We perform a financial audit every month
We perform a financial audit every quarter
We perform a financial audit every year
We haven't performed a financial audit in the last 12 months
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Do you often feel like there is equipment laying around your office or software and subscriptions that do not get used?*
Yes
No
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Do you have products that you wonder if you should get rid of?*
Yes, I have a feeling some of our products aren't profitable or aren't aligned with the company direction anymore
No, we know which of our products are profitable or not
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Do you keep at least five or six month's worth of overhead cash on hand as a rainy day fund?*
Yes
No
I'm not sure
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When you look at your digital dashboard, can you tell how much money your company will make about three months from now?*
Yes, I can
No, we don't track that on our dashboard
We don't have a digital dashboard
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If you asked every member of your team to recite the mission statement of the company, could they do it?*
Yes
No
I'm not sure
We don't have an official mission statement
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Could every employee or contractor on your team tell you their job responsibilities and how they contribute to company goals?*
Yes
No
I'm not sure
Not applicable - I'm flying solo
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Do you consistently encounter team members or contractors who are working hard but seem to be working on the wrong things?*
Yes
No
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Do you feel like some of your team members or contractors are overpaid in relation to what they actually bring into the company?*
Yes
No
I'm not sure
Not applicable - I'm flying solo
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Is there anybody who works with your company who you feel needs to be let go?*
Yes
No
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Does each person on your team have and know their KPI's and goals as they relate to their responsibilities?*
Yes
No
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Do you or your leadership team receive an update on where the company is in relation to its goals at least once each week?*
Yes
No
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Is your company's business blueprint documented and visually represented and does everyone in the company have access to it?*
Yes
No
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Is every process in your company documented and visually represented and does every person in the company have access to it?*
Yes
No
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Do you make use of automation to automate manual, tedious tasks in your company?*
Yes, we have all our tedious tasks fully automated
Some are, but I think we could do a better job with this
No, we haven't looked into automations yet
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Do you have SOPs (Standard Operating Procedures) for every stage of the customer journey?*
Yes, all our stages & processes are documented and standardized
We're still working on standardizing all our stages & processes
No, we haven't begun documenting our stages & processes yet
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Is your company’s buyer’s journey documented and visually represented and does everyone in the company have access to it?*
Yes
No
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Are you using software to track the progression of a lead from interested in making a purchase to the actual point of purchase?*
Yes
No
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Does your customer service process contribute directly to the growth of revenue and profit?*
Yes
No
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How would you rate your lead generation efforts inside your company?*
Lead generation is inconsistent and unpredictable with very few qualified leads.
Lead generation is inconsistent and unpredictable but you are getting some qualified leads.
Lead generation is consistent and predictable but you're not getting enough qualified leads at a reasonable cost.
Lead generation is consistent and predictable and you're getting enough qualified leads at a reasonable cost.
Lead generation is consistent and predictable and you're getting as many qualified leads as you can convert.
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How would you rate your prospect nurture process?*
You do not have effective nurture systems, prospects buy or die.
You have some nurture systems in place but they're inconsistent.
You have consistent nurture systems in place but they are not consistently converting.
You have consistent nurture systems in place that are consistently converting.
You have consistent nurture systems in place that are converting at a high rate.
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How would you rate the strength of your lead to customer conversion?*
Conversion is sporadic and inconsistent and you may or may not be closing your ideal avatar.
You're consistently improving your conversion rates and selling some of the ideal avatar.
You're consistently improving your conversion rate and selling mostly your ideal avatar.
You have consistent conversion rates and are attracting mostly your ideal avatar.
You have high conversion rates where you are bringing in ideal customers.
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How would you rate your retention, reselling and upselling efforts?*
You have low retention and do not upsell or resell most of your clients.
You are improving retention and upsell or resell some of your clients.
You have consistent retention and upsell or resell a consistent percentage of your clients.
You have consistent retention and upsell or resell a large number of your clients.
You have consistent retention and you are driving the lifetime value of your clients by maximizing how much they do with you.
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Who on your team would you like to delegate implementing the program to?
Full Name
Email Address