Business Effectiveness Assessment

Basic Information

Please give us your basic information in order to return the analyzed data back to you.

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* 1. Business Name:

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* 2. Full name of key contact:

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* 3. Email address of Key contact:

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* 4. Phone Number of Key Contact

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* 5. Rate the following statements in terms of the current state of your business.

	Absolutely	So-so	Neutral	Not so much	Not at all
I have no doubt that my business will sell easily and at top dollar when the time comes.	I have no doubt that my business will sell easily and at top dollar when the time comes. Absolutely	I have no doubt that my business will sell easily and at top dollar when the time comes. So-so	I have no doubt that my business will sell easily and at top dollar when the time comes. Neutral	I have no doubt that my business will sell easily and at top dollar when the time comes. Not so much	I have no doubt that my business will sell easily and at top dollar when the time comes. Not at all
I provide employees with opportunities to develop their skills and work to their strengths	I provide employees with opportunities to develop their skills and work to their strengths Absolutely	I provide employees with opportunities to develop their skills and work to their strengths So-so	I provide employees with opportunities to develop their skills and work to their strengths Neutral	I provide employees with opportunities to develop their skills and work to their strengths Not so much	I provide employees with opportunities to develop their skills and work to their strengths Not at all
I know what my human resources risks are	I know what my human resources risks are Absolutely	I know what my human resources risks are So-so	I know what my human resources risks are Neutral	I know what my human resources risks are Not so much	I know what my human resources risks are Not at all
Our business recruits, retains, and develops top talent who can grow the business without me.	Our business recruits, retains, and develops top talent who can grow the business without me. Absolutely	Our business recruits, retains, and develops top talent who can grow the business without me. So-so	Our business recruits, retains, and develops top talent who can grow the business without me. Neutral	Our business recruits, retains, and develops top talent who can grow the business without me. Not so much	Our business recruits, retains, and develops top talent who can grow the business without me. Not at all
I trust my leadership team, managers, and employees to do what needs to be done.	I trust my leadership team, managers, and employees to do what needs to be done. Absolutely	I trust my leadership team, managers, and employees to do what needs to be done. So-so	I trust my leadership team, managers, and employees to do what needs to be done. Neutral	I trust my leadership team, managers, and employees to do what needs to be done. Not so much	I trust my leadership team, managers, and employees to do what needs to be done. Not at all
I can take a month off from my business and it will run fine without me.	I can take a month off from my business and it will run fine without me. Absolutely	I can take a month off from my business and it will run fine without me. So-so	I can take a month off from my business and it will run fine without me. Neutral	I can take a month off from my business and it will run fine without me. Not so much	I can take a month off from my business and it will run fine without me. Not at all
I feel as much passion for the business today as I did when I first got into it.	I feel as much passion for the business today as I did when I first got into it. Absolutely	I feel as much passion for the business today as I did when I first got into it. So-so	I feel as much passion for the business today as I did when I first got into it. Neutral	I feel as much passion for the business today as I did when I first got into it. Not so much	I feel as much passion for the business today as I did when I first got into it. Not at all
We test at least three new tactics every month to improve the business.	We test at least three new tactics every month to improve the business. Absolutely	We test at least three new tactics every month to improve the business. So-so	We test at least three new tactics every month to improve the business. Neutral	We test at least three new tactics every month to improve the business. Not so much	We test at least three new tactics every month to improve the business. Not at all
I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter.	I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter. Absolutely	I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter. So-so	I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter. Neutral	I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter. Not so much	I spend the vast majority of my time as a CEO – setting direction and developing talent – and not as a fire fighter. Not at all
I have enough free time to enjoy with family, friends, and on hobbies.	I have enough free time to enjoy with family, friends, and on hobbies. Absolutely	I have enough free time to enjoy with family, friends, and on hobbies. So-so	I have enough free time to enjoy with family, friends, and on hobbies. Neutral	I have enough free time to enjoy with family, friends, and on hobbies. Not so much	I have enough free time to enjoy with family, friends, and on hobbies. Not at all
We have a clear strategic plan that allows us to beat the competition and stand out in our target market.	We have a clear strategic plan that allows us to beat the competition and stand out in our target market. Absolutely	We have a clear strategic plan that allows us to beat the competition and stand out in our target market. So-so	We have a clear strategic plan that allows us to beat the competition and stand out in our target market. Neutral	We have a clear strategic plan that allows us to beat the competition and stand out in our target market. Not so much	We have a clear strategic plan that allows us to beat the competition and stand out in our target market. Not at all
We earn much of our revenues from repeat or recurring business.	We earn much of our revenues from repeat or recurring business. Absolutely	We earn much of our revenues from repeat or recurring business. So-so	We earn much of our revenues from repeat or recurring business. Neutral	We earn much of our revenues from repeat or recurring business. Not so much	We earn much of our revenues from repeat or recurring business. Not at all
Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them.	Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them. Absolutely	Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them. So-so	Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them. Neutral	Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them. Not so much	Each month we identify the key numbers that drive our revenues, profits, and cash flow and set aggressive targets to improve them. Not at all
We have mapped out all of our key processes so that none are dependent on any key employees.	We have mapped out all of our key processes so that none are dependent on any key employees. Absolutely	We have mapped out all of our key processes so that none are dependent on any key employees. So-so	We have mapped out all of our key processes so that none are dependent on any key employees. Neutral	We have mapped out all of our key processes so that none are dependent on any key employees. Not so much	We have mapped out all of our key processes so that none are dependent on any key employees. Not at all
I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities.	I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities. Absolutely	I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities. So-so	I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities. Neutral	I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities. Not so much	I have a clear exit plan, including a date and timeline to transfer ownership or my responsibilities. Not at all

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* 6. Rate the following statements 1 to 5 based on how much you agree or disagree with them:

	1 - No Way	2 - Mostly Disagree	3 - Neutral	4 - Mostly Agree	5 - Absolutely
I know how many units I need to sell to breakeven every week, month, quarter, and year.	I know how many units I need to sell to breakeven every week, month, quarter, and year. 1 - No Way	I know how many units I need to sell to breakeven every week, month, quarter, and year. 2 - Mostly Disagree	I know how many units I need to sell to breakeven every week, month, quarter, and year. 3 - Neutral	I know how many units I need to sell to breakeven every week, month, quarter, and year. 4 - Mostly Agree	I know how many units I need to sell to breakeven every week, month, quarter, and year. 5 - Absolutely
I can paint a clear picture of what I want this business to look like in 3 and 5 years.	I can paint a clear picture of what I want this business to look like in 3 and 5 years. 1 - No Way	I can paint a clear picture of what I want this business to look like in 3 and 5 years. 2 - Mostly Disagree	I can paint a clear picture of what I want this business to look like in 3 and 5 years. 3 - Neutral	I can paint a clear picture of what I want this business to look like in 3 and 5 years. 4 - Mostly Agree	I can paint a clear picture of what I want this business to look like in 3 and 5 years. 5 - Absolutely
We have a clear edge in the market.	We have a clear edge in the market. 1 - No Way	We have a clear edge in the market. 2 - Mostly Disagree	We have a clear edge in the market. 3 - Neutral	We have a clear edge in the market. 4 - Mostly Agree	We have a clear edge in the market. 5 - Absolutely
We test at least 5 new ideas every month to improve results.	We test at least 5 new ideas every month to improve results. 1 - No Way	We test at least 5 new ideas every month to improve results. 2 - Mostly Disagree	We test at least 5 new ideas every month to improve results. 3 - Neutral	We test at least 5 new ideas every month to improve results. 4 - Mostly Agree	We test at least 5 new ideas every month to improve results. 5 - Absolutely
I can take a month-long vacation without any adverse effects on the business.	I can take a month-long vacation without any adverse effects on the business. 1 - No Way	I can take a month-long vacation without any adverse effects on the business. 2 - Mostly Disagree	I can take a month-long vacation without any adverse effects on the business. 3 - Neutral	I can take a month-long vacation without any adverse effects on the business. 4 - Mostly Agree	I can take a month-long vacation without any adverse effects on the business. 5 - Absolutely
I have earned the respect of my employees, not just their friendship.	I have earned the respect of my employees, not just their friendship. 1 - No Way	I have earned the respect of my employees, not just their friendship. 2 - Mostly Disagree	I have earned the respect of my employees, not just their friendship. 3 - Neutral	I have earned the respect of my employees, not just their friendship. 4 - Mostly Agree	I have earned the respect of my employees, not just their friendship. 5 - Absolutely
I know the key numbers that drive sales.	I know the key numbers that drive sales. 1 - No Way	I know the key numbers that drive sales. 2 - Mostly Disagree	I know the key numbers that drive sales. 3 - Neutral	I know the key numbers that drive sales. 4 - Mostly Agree	I know the key numbers that drive sales. 5 - Absolutely
I know how I will exit this business.	I know how I will exit this business. 1 - No Way	I know how I will exit this business. 2 - Mostly Disagree	I know how I will exit this business. 3 - Neutral	I know how I will exit this business. 4 - Mostly Agree	I know how I will exit this business. 5 - Absolutely
We allocate time every year to review and develop our strategic plan.	We allocate time every year to review and develop our strategic plan. 1 - No Way	We allocate time every year to review and develop our strategic plan. 2 - Mostly Disagree	We allocate time every year to review and develop our strategic plan. 3 - Neutral	We allocate time every year to review and develop our strategic plan. 4 - Mostly Agree	We allocate time every year to review and develop our strategic plan. 5 - Absolutely
We measure every single marketing initiative we do.	We measure every single marketing initiative we do. 1 - No Way	We measure every single marketing initiative we do. 2 - Mostly Disagree	We measure every single marketing initiative we do. 3 - Neutral	We measure every single marketing initiative we do. 4 - Mostly Agree	We measure every single marketing initiative we do. 5 - Absolutely
We have clear job descriptions and everyone has a clear role with clear responsibilities.	We have clear job descriptions and everyone has a clear role with clear responsibilities. 1 - No Way	We have clear job descriptions and everyone has a clear role with clear responsibilities. 2 - Mostly Disagree	We have clear job descriptions and everyone has a clear role with clear responsibilities. 3 - Neutral	We have clear job descriptions and everyone has a clear role with clear responsibilities. 4 - Mostly Agree	We have clear job descriptions and everyone has a clear role with clear responsibilities. 5 - Absolutely
I care more about the lasting success of the business than the money and status I get from it.	I care more about the lasting success of the business than the money and status I get from it. 1 - No Way	I care more about the lasting success of the business than the money and status I get from it. 2 - Mostly Disagree	I care more about the lasting success of the business than the money and status I get from it. 3 - Neutral	I care more about the lasting success of the business than the money and status I get from it. 4 - Mostly Agree	I care more about the lasting success of the business than the money and status I get from it. 5 - Absolutely
We set specific goals to improve the numbers that drive sales.	We set specific goals to improve the numbers that drive sales. 1 - No Way	We set specific goals to improve the numbers that drive sales. 2 - Mostly Disagree	We set specific goals to improve the numbers that drive sales. 3 - Neutral	We set specific goals to improve the numbers that drive sales. 4 - Mostly Agree	We set specific goals to improve the numbers that drive sales. 5 - Absolutely
I am at least as passionate about the business today as I was when I started it.	I am at least as passionate about the business today as I was when I started it. 1 - No Way	I am at least as passionate about the business today as I was when I started it. 2 - Mostly Disagree	I am at least as passionate about the business today as I was when I started it. 3 - Neutral	I am at least as passionate about the business today as I was when I started it. 4 - Mostly Agree	I am at least as passionate about the business today as I was when I started it. 5 - Absolutely
When we come up with strategic priorities, we execute them.	When we come up with strategic priorities, we execute them. 1 - No Way	When we come up with strategic priorities, we execute them. 2 - Mostly Disagree	When we come up with strategic priorities, we execute them. 3 - Neutral	When we come up with strategic priorities, we execute them. 4 - Mostly Agree	When we come up with strategic priorities, we execute them. 5 - Absolutely
When we come up with strategic priorities, we execute them.	When we come up with strategic priorities, we execute them. 1 - No Way	When we come up with strategic priorities, we execute them. 2 - Mostly Disagree	When we come up with strategic priorities, we execute them. 3 - Neutral	When we come up with strategic priorities, we execute them. 4 - Mostly Agree	When we come up with strategic priorities, we execute them. 5 - Absolutely
We invest more than 50% of our marketing on current customers.	We invest more than 50% of our marketing on current customers. 1 - No Way	We invest more than 50% of our marketing on current customers. 2 - Mostly Disagree	We invest more than 50% of our marketing on current customers. 3 - Neutral	We invest more than 50% of our marketing on current customers. 4 - Mostly Agree	We invest more than 50% of our marketing on current customers. 5 - Absolutely
We have documented our processes and have clear performance goals for each.	We have documented our processes and have clear performance goals for each. 1 - No Way	We have documented our processes and have clear performance goals for each. 2 - Mostly Disagree	We have documented our processes and have clear performance goals for each. 3 - Neutral	We have documented our processes and have clear performance goals for each. 4 - Mostly Agree	We have documented our processes and have clear performance goals for each. 5 - Absolutely
My employees would say that I set clear expectations for their performance and tell them how they are doing.	My employees would say that I set clear expectations for their performance and tell them how they are doing. 1 - No Way	My employees would say that I set clear expectations for their performance and tell them how they are doing. 2 - Mostly Disagree	My employees would say that I set clear expectations for their performance and tell them how they are doing. 3 - Neutral	My employees would say that I set clear expectations for their performance and tell them how they are doing. 4 - Mostly Agree	My employees would say that I set clear expectations for their performance and tell them how they are doing. 5 - Absolutely
We project cash flow at least every month.	We project cash flow at least every month. 1 - No Way	We project cash flow at least every month. 2 - Mostly Disagree	We project cash flow at least every month. 3 - Neutral	We project cash flow at least every month. 4 - Mostly Agree	We project cash flow at least every month. 5 - Absolutely
I am aware of beliefs that hold me back, if any, and I'm working on shifting those.	I am aware of beliefs that hold me back, if any, and I'm working on shifting those. 1 - No Way	I am aware of beliefs that hold me back, if any, and I'm working on shifting those. 2 - Mostly Disagree	I am aware of beliefs that hold me back, if any, and I'm working on shifting those. 3 - Neutral	I am aware of beliefs that hold me back, if any, and I'm working on shifting those. 4 - Mostly Agree	I am aware of beliefs that hold me back, if any, and I'm working on shifting those. 5 - Absolutely
We have no more than 3 to 5 strategic priorities at any one time.	We have no more than 3 to 5 strategic priorities at any one time. 1 - No Way	We have no more than 3 to 5 strategic priorities at any one time. 2 - Mostly Disagree	We have no more than 3 to 5 strategic priorities at any one time. 3 - Neutral	We have no more than 3 to 5 strategic priorities at any one time. 4 - Mostly Agree	We have no more than 3 to 5 strategic priorities at any one time. 5 - Absolutely
Each employee has clear performance metrics to meet.	Each employee has clear performance metrics to meet. 1 - No Way	Each employee has clear performance metrics to meet. 2 - Mostly Disagree	Each employee has clear performance metrics to meet. 3 - Neutral	Each employee has clear performance metrics to meet. 4 - Mostly Agree	Each employee has clear performance metrics to meet. 5 - Absolutely
My employees feel valued and appreciated for their contributions.	My employees feel valued and appreciated for their contributions. 1 - No Way	My employees feel valued and appreciated for their contributions. 2 - Mostly Disagree	My employees feel valued and appreciated for their contributions. 3 - Neutral	My employees feel valued and appreciated for their contributions. 4 - Mostly Agree	My employees feel valued and appreciated for their contributions. 5 - Absolutely
We know that every nickel we spend is as productive and cost-effective as possible.	We know that every nickel we spend is as productive and cost-effective as possible. 1 - No Way	We know that every nickel we spend is as productive and cost-effective as possible. 2 - Mostly Disagree	We know that every nickel we spend is as productive and cost-effective as possible. 3 - Neutral	We know that every nickel we spend is as productive and cost-effective as possible. 4 - Mostly Agree	We know that every nickel we spend is as productive and cost-effective as possible. 5 - Absolutely
I am aware of what stands in the way of our achieving our vision.	I am aware of what stands in the way of our achieving our vision. 1 - No Way	I am aware of what stands in the way of our achieving our vision. 2 - Mostly Disagree	I am aware of what stands in the way of our achieving our vision. 3 - Neutral	I am aware of what stands in the way of our achieving our vision. 4 - Mostly Agree	I am aware of what stands in the way of our achieving our vision. 5 - Absolutely
We have an in-depth understanding of our customers' needs and how we provide value to them.	We have an in-depth understanding of our customers' needs and how we provide value to them. 1 - No Way	We have an in-depth understanding of our customers' needs and how we provide value to them. 2 - Mostly Disagree	We have an in-depth understanding of our customers' needs and how we provide value to them. 3 - Neutral	We have an in-depth understanding of our customers' needs and how we provide value to them. 4 - Mostly Agree	We have an in-depth understanding of our customers' needs and how we provide value to them. 5 - Absolutely
For us, marketing involves each and every interaction we have with anyone else.	For us, marketing involves each and every interaction we have with anyone else. 1 - No Way	For us, marketing involves each and every interaction we have with anyone else. 2 - Mostly Disagree	For us, marketing involves each and every interaction we have with anyone else. 3 - Neutral	For us, marketing involves each and every interaction we have with anyone else. 4 - Mostly Agree	For us, marketing involves each and every interaction we have with anyone else. 5 - Absolutely
Our company is a magnet for top talent in the area.	Our company is a magnet for top talent in the area. 1 - No Way	Our company is a magnet for top talent in the area. 2 - Mostly Disagree	Our company is a magnet for top talent in the area. 3 - Neutral	Our company is a magnet for top talent in the area. 4 - Mostly Agree	Our company is a magnet for top talent in the area. 5 - Absolutely
My people do what I expect them to do	My people do what I expect them to do 1 - No Way	My people do what I expect them to do 2 - Mostly Disagree	My people do what I expect them to do 3 - Neutral	My people do what I expect them to do 4 - Mostly Agree	My people do what I expect them to do 5 - Absolutely

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* 7. What are your biggest challenges at the moment?

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* 8. With unlimited time and resources, what is the one thing you would do to improve your business?