Provide your information

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* 1. Name & Company

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* 3. How did you access this assessment?

The First Business Wellness Association was formed with the mission of fulfilling the critical need for an all-inclusive holistic service offering to the small and medium-sized business sector (SME).

The Association’s vision is to enable SMEs to achieve sustainable growth through the expertise of seasoned professionals across all business disciplines, primarily in the core areas of brand and marketing strategy, financial & accounting, people & culture (HR), ICT, commercial and IP law, sustainability, cognitive strategy, business development, artificial intelligence (AI) and funding.

The FBW Wellness Assessment

We welcome you to the first-round FBW Wellness Assessment, your high-level start toward a verified, meaningful profile. It is designed to help you ascertain the health of your business within each of the key disciplines vital to the consistent growth, profitability and compliance.

We will provide you with your assessment results and, based on these, refer you to experienced professionals who can support your business in the areas where it is most vulnerable.

FBW Certification (OPTIONAL)
The FBW Business Wellness Assessment and Certification are based on client-provided information and do not constitute financial, legal, or investment advice. FBW accepts no liability for any reliance placed on the results or certification. Each Associate, representing their respective business discipline, may upon request assist the business owner in obtaining performance reviews and, where possible, compliance certificates. Terms & Conditions apply.

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* 4. Business Development. How would you position your company on the business lifecycle? (this answer does not affect your score)

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* 5. Business Development. How many employees does your business have? (this answer does not affect your score)

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* 6. Business Development. Expansion and Growth Opportunities - We continuously design and test growth opportunities (new segments, products/services, pricing, partnerships, and franchising/licensing where relevant) using market sizing and viability checks—and we have access to expertise to support the process and to identify fit‑for‑purpose funding or investors where necessary.

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* 7. Business Development. CRM & pipeline health. We capture leads with consent, manage an active pipeline with clear stages, and review it weekly.

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* 8. Business Development. Start-up ideas: validation & launch readiness - We have identified a new start-up idea with clear go/no-go gates, and we have access to expertise to guide the process and to identify fit-for-purpose funding or investors where and when necessary. (OPTIONAL /Only if applicable)

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* 9. Legal. Our business is legally registered, active, and statutory records/returns are up to date.

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* 10. Legal. Staff have written agreements, pay-slips, and basic labour policies/training are in place.

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* 11. Legal. We own or have permission to use our name, logo, content, and software; key brand assets are protected where needed. (IP Protection)

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* 12. Legal. Our business is protected by strong legal compliance, contracts, and IP management.

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* 13. Brand Strategy. Our brand has undergone independent brand audit, with results indicating high customer trust and measurable effects on choice and loyalty.

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* 14. Brand Strategy. Our marketing is truthful and, if our offering is regulated, required approvals/certifications are valid.

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* 15. Brand Strategy. We have a clear Vision, a defined ideal customer profile, and a documented USP consistently reflected across all touch-points in our marketing material (website, social, ads, sales decks, proposals).

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* 16. Brand Strategy. We work with a dedicated brand strategist and marketing partner on a monthly retainer covering brand audits, strategy, identity and design, marketing activation, and ongoing advisory/measurement.

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* 17. People & Culture. Our business is aware of what constitutes effective employment engagement, people management strategies and organizational culture.

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* 18. People & Culture. Our employee’s roles and responsibilities, key result areas (KRA’s) and key performance outcomes (KPI’s) have been streamlined in line with our business strategy/ business plan objectives

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* 19. People & Culture. The culture in my business clearly reflects our stated values and mission, both in leadership behaviour and day-to-day operations.

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* 20. People & Culture. Our company complies with relevant legislation pertaining to workforce plans, skills development and employment equity.

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* 21. Cognitive Strategy. I see creativity as a skill that can be developed through intentional thinking strategies, not just as a fixed personality trait.

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* 22. Cognitive Strategy. We build a growth mindset and clearer thinking across the business via cognitive advisory, innovation, organisational development, and coaching. Decisions, learning, culture, and results improve.

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* 23. Sustainability. We foster economic growth and development in a manner that is financially viable over time while also considering social and environmental impact, encouraging efficiency, innovation and the creation of long-term prosperity without depleting the natural capital on which our economy relies.

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* 24. Sustainability. We have a clear understanding of the sustainability standards for our industry as they relate to people, planet and profit, and manage in a responsible manner the extent to which we meet such standards.

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* 25. Financial. Our financial systems ensure stability, compliance, and effective decision-making.

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* 26. Financial. All required tax registrations are in place and filings/payments are current.

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* 27. Financial. Please indicate your company's annual turnover for strategic purposes. (this answer does not affect your score)

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* 28. Financial. We are using Accounting Software incorporating AI that gives you real time financial insights, on a daily basis.

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* 29. ICT. Our systems are reliable and backed up; access is controlled; privacy policy and data practices are followed.

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* 30. ICT. We use a Managed ICT services partner to handle our Connectivity, Telecoms, Business Email & Cloud Files, Hardware Procurement, Security, all combined with a Day‑to‑Day monthly service plan.

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* 31. Artificial Intelligence (AI). We use AI tools and data insights to improve performance and competitiveness.

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* 32. Artificial Intelligence (AI). We use AI for priority tasks with basic training and guardrails for quality, privacy, and bias.

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* 33. Artificial Intelligence (AI). Our business actively uses AI to automate customer interactions and power smart features on our website/app.

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* 34. Funding - My company does require funding or investment for our projects, but we are not yet funding-ready and are not fully familiar with the most fit-for-purpose solutions.

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* 35. Verification - I am interested in a verified assessment result. I can share recent independent audit results, independent reviews or documentation to support my ratings. (Optional) (Your answers does not affect your score)

FBW Holistic Advantage — Next Step

Thanks for completing the first-round FBW Wellness Assessment, your high-level start toward a verified, meaningful profile. We invite you to a FREE follow-up with our multidisciplinary team for deeper analysis across all critical success factors turning challenges into sustainable growth opportunities. Call 087 135 3013 to book.

Please note that your responses are self-assessed and treated as confidential under POPIA. They will not be shared without your consent, and are used only to guide meaningful conversations about your business wellness.
First Business Wellness Association: Terms and Conditions
The First Business Wellness Assessment is designed to give an elementary overview of the general health of your business across the key business disciplines. It is important for the survey results to be validated and confirmed during a more detailed assessment, in consultation with each of the First Business Wellness professionals within their particular business speciality.

Once any personal information comes into our possession, we take reasonable steps to protect that information from misuse, unauthorized access, modification or disclosure. If you are concerned about conveying sensitive material to us using the internet, you might prefer to contact us by telephone or mail. Your personal details will not be published on the site or sold to any third party.

You are responsible for your participation on the site and the survey is done at your own risk. The intellectual property of the First Business Wellness Assessment belongs to the First Business Wellness Association to be used solely by Approved First Business Wellness Associates who signed the First Business Wellness constitution which upholds the values of a professional code of conduct, accessibility, affordability and accountability. The survey may not be copied/used for any other purpose.

First Business Wellness may aggregate confidential information gathered from the surveys we conduct and use this, together with other information, to perform industry benchmarking and comparisons for the benefit of the First Business Wellness Association, their clients and the small and medium-sized business sector. We may also use this information for research, marketing, publishing and/or selling. First Business Wellness will always adhere to a policy of anonymity, and will not disclose the identities of any organisation or individual.

You acknowledge that we are not responsible for, and accept no liability in relation to, your use of the site, your conduct in connection with the site, or your participation in the survey (whether online or offline) in any circumstance.

You agree to indemnify us for any loss, damage, cost or expense that we may suffer or incur as a result of or in connection with your use of or conduct in connection with the site or the survey, including any breach by you of the terms. To the maximum extent permitted by law, we exclude all implied representations and warranties which might apply in relation to your use of the site.
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