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BUSINESS ASSESSMENT QUESTIONNAIRE
Let's start with some basic information
Company name
*
Business website
Contact's name
*
First
Last
Contact's position
Contact's phone
Contact's email
*
Enter Email
Confirm Email
Now, let's know your business and your goals
What's your number one single biggest business challenge right now?
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Which of the following best describes you?
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I'm an employee for someone else's business.
I am both employed by someone else and working on my own business on the side.
I have my own business which is my full time focus.
I'm between ventures and just planning my next move.
Which of the following best describes you?
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I sell products online (e.g. ecommerce store).
I sell information / education (e.g. coaching / digital products / events / membership).
I sell business services (e.g. agency / consultant).
I sell professional services (e.g. contractor, home inspector, real estate agent).
I'm an author (or aspiring author).
I have a traditional bricks and mortar business.
Other
Roughly what's the overall revenue of your business in terms of gross sales per year?
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--Please choose an option--
<$100k per year
$100k - $499k per year
$500k - $999k per year
$1M - $1.9M per year
$2M - $4.9M per year
$5M+ per year
What's your primary niche market?
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If you were forced to choose only ONE area that we could help you with, which would you choose?
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how to automate my marketing.
how to systemize my business.
how to close more sales.
how to leverage social media.
how to get in front of more qualified prospects.
how to create a marketing plan for my business.
how to find my niche / target market.
Other
Why did you choose that?
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Next, let's get a much more detailed insight into your business
Where do your customers find you?
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Vendor referrals
Client referrals
Personal Website
Marketing campaigns
Affiliates
Facebook
LinkedIn
Google business
Instagram
Yelp
Yellow
Other
If Other, please specify
*
How do they purchase your service?
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(E.g. in person, online. How does it work?)
How do they pay you?
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(E.g. cash, card payments in person, online. How do you invoice your customers?)
How is the service delivered?
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We deliver the service online.
We deliver the service at our location.
We deliver the service at the customer location.
Other
If Other, please specify
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How do they schedule?
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(Do they need to schedule an appointment? If so, how do they do it now? E.g. phone, online, email)
Are you asking for referrals?
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(If so, when do you ask for a referral?)
Are you asking for testimonials or customer reviews?
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(Do you have any reviews online? What is your average rating?)
Do you offer post-purchase support?
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(Do your customers need support after they purchase your service/product? How is it delivered? E.g. phone, email)
Where would you like your business to go in the next few years?
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(Is there a certain goal you would like to reach? In revenues? Expanding the business? Service offering? Franchising?)
What are the most important processes? Which processes have the biggest impact on your business?
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(E.g. lead generation, people management, offering free quotes)
Which work currently takes you the most time?
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Actual service delivery
Scheduling
Invoicing
Bookkeeping
Prospecting
Administration
Answering calls/emails
Other
Which processes are critical to ensure an excellent customer experience?
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(How do you ensure quality customer experience? E.g. meeting all clients in person, introduction call)
What are your customers most upset about?
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Cost
Speedy delivery
Reliability
Quality
Other
Which products or services have the biggest impact on your revenues?
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(Which one is your most profitable product or service?)
What do you think is the only thing that needs to be fixed first in order to improve your service/product
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(E.g.customer support, invoicing.)
Questions? please do write, we'd love to hear more from you
Questions and comments
