Healthy Business Survey

This is a health check up for your business. Please answer the questions. Hit submit when you are complete. I will schedule a call to go over the results of the survey.

Name *

First

Last

Business name or Industry *

Phone *

Email *

We took great care in choosing the culture of our Business

Selected Value: 0

Business culture is a choice. If you do not choose and maintain the culture of your business it will slide to the lowest common denominator

Does everyone pay by the rules of the culture?

Selected Value: 0

Business culture is a choice. If you do not choose and maintain the culture of your business it will slide to the lowest common denominator. It is important to educate the workforce on the company culture

Are there specific departments that have a culture that is in conflict with the culture of the overall business?

Selected Value: 0

It is important to educate the workforce on the company culture. Finding ways for the culture to adapt and grow in the ways that align with the business is key. Finding ways to neutralize conflict in healthy ways needs communication skills.

how effective is the cross departmental communication?

Selected Value: 0

Understanding each department or clique has its own culture, many times with its own language. how effective is the cross departmental communication?

Is there a process for resolving cultural conflict?

Selected Value: 0

Culture is easiest if the workforce auto corrects itself regarding the culture. Your orientation program teaches new members the keys to language, behavior, time, interaction and client needs.

Is the niche for the business well defined?

Selected Value: 0

Having a well defined market niche is critical for your marketing efforts

Does you Niche have a well defined need?

Selected Value: 0

What is unique about your product or Service? *

If you product is not a one-time use, what keeps it fresh in the Market?

Are there systems or processes that address product improvement?

Selected Value: 0

Keeping your product or service fresh

Are your clients well defined?

Selected Value: 0

There are several ways of defining your client base. Physical description, psycho-graphics, energetic modes, beliefs, political etc.

Is there an age where your product or service is used? *

This speaks to the segment of the population you are marketing to...

Are there needs that are NOT being met by your product? *

This speaks to the segment of the population you are marketing to...

Do you have a Marketing Plan

Selected Value: 0

Please calibrate as to the thoroughness of the marketing plan. A fully developed Marketing Plan is addressing each of your market segments separately. It will also address the different types of marketing for example Social vs print etc.

Do you use funnels in your marketing?

Selected Value: 0

Funnels are a widely used in various markets.

Effective marketing needs testing

Selected Value: 0

A/B testing or Key Performance Indicators (KPI')s are often test marketing effectiveness?

Measure Sales Results (Check all that apply)

Sales are measured per market segment
Sales are measured per representative
Sales are measured per product/service

Key Performance Indicators are a Measurement that best way to gauge effectiveness. If you do not measure your sales skip this question

CSI Measures your customer satisfaction *

Every Customer fills out a CSI Survey
I never ask my Customers if they are satisfied
All business improvements are driven by a CSI Need.

Customer satisfaction scores are used in a variety f industries. Surveys are usually short consisting of less than 8 questions that can be answered in less than a minute. The answers can provide valuable feedback on the business, the experience and the personnel.

We ask our customers for referrals often.

Selected Value: 0

Word of mouth is the best advertising you can get.

Have you made it easy for a customer to talk to others about your business in a positive way?

Selected Value: 0

We all want raving Fans! Setting up the customer process to create raving fans is the key. Removing obstacles and creating a curated experience are good ways to start.

What is the one thing or value you want all of your customers to take away? *

This is what. you are known for in the market place. For example: Starbucks will deliver a cup of coffee that tastes the same Seattle to New York.

How important is training employees

Selected Value: 0

IS there a variety of Business Goals

We only use S M A R T goals
Each person on the team have SMART goals related to their job and their career?
We are not Goal oriented.

S = Specific M = Measurable A = Attainable R = Realistic T = Timely

My Business has a Financial Statement *

Financial Statements are one of the most important reports for any business. It will consist of two parts: Income Statement and the Balance Sheet. Some businesses produce financials monthly, some quarterly and others annually.

How important is looking at financial, sales and marketing reports?

Selected Value: 0

These reports are a clue to the overall health of a business.

Rate your understanding of Cash Flow in your business

Selected Value: 0

Cash Flow is a sophisticated business concept. While the term is familiar, the deeper understanding of how it works is not as widely known.

Is Compliance a headache in your industry?

Selected Value: 0

In many industries Compliance is a major concern. Financial Professionals, Realtors, Attorneys are but a few.

Healthy Business Survey

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