FBAS Needs Assessment

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* 1. What is your first name?

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* 2. What is your last name?

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* 3. What's your phone number?

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* 4. What is your email address?

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* 5. What has been your biggest, most consistent challenge or struggle in the time you've been in business?

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* 6. What is the biggest problem you're facing right now?

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* 7. What are you most concerned about in the future?

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* 8. What kind of support do you need the most as a business owner?

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* 9. Are you happy with the current performance of your business?

Yes

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* 10. Do you have detailed goals, strategies, and objectives for your business?

Yes

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* 11. Do you have a documented vision for your business?

Yes

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* 12. Do you have a system for maintaining your priorities and managing your time?

Yes

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* 13. Over the last 3 months, what range does your AVERAGE MONTHLY REVENUE fall within?

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* 14. Over the last 3 months, what range does your AVERAGE MONTHLY EXPENSES fall within?

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* 15. Over the last 3 months, what range does your PROFIT MARGIN fall within?

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* 16. Do you have a detailed description of your ideal client and target market?

Yes

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* 17. Do you have a clear positioning statement and differentiators that are used in your marketing message?

Yes

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* 18. Do you have a marketing plan and marketing calendar in place for your business?

Yes

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* 19. Other than word of mouth, how many marketing channels produce leads consistently for your Business?

2-3

4-5

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* 20. Do you consistently track the results of your marketing efforts?

Yes

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* 21. Do you have a website for your business?

Yes

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* 22. Do you currently use email marketing to generate new clients?

Yes

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* 23. Do you have clearly defined Core Offer(s) and Front End Offer(s)?

Yes

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* 24. Do you have a sales pipeline and prospect follow up system in place and being used?

Yes

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* 25. Are you booking enough consultations to hit your revenue goals?

Yes

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* 26. Do you follow a consistent format for sales conversations (Discovery Calls, Success Sessions,etc)?

Yes

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* 27. Do you set measurable sales goals?

Yes

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* 28. Are you consistently hitting your sales goals?

Yes

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* 29. Have you ever been through a sales training program?

Yes

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* 30. How many staff members (employees and independent contractors) do you have? (include yourself)

2-3

4-5

6-7

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* 31. Do you have an up to date organizational chart?

Yes

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* 32. Do you know your key staff member's strengths and weaknesses?

Yes

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* 33. Do you have detailed position descriptions for most or all positions?

Yes

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* 34. Do you (and your managers, if applicable) know how to conduct effective interviews to find the best job candidates?

Yes

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* 35. Do you have a process in place for onboarding new staff members?

Yes

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* 36. Do you hold performance reviews with your staff?

Yes

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* 37. Do you provide regular and ongoing training for your staff?

Yes

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* 38. Do you have a database for managing client accounts and all other contacts (client relationship management (CRM)? Example: Zen planner

Yes

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* 39. Do you have documentation, process maps, or operations manuals describing your business operations in detail?

Yes

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* 40. Does everyone in your business understand which operational activities have the greatest impact on the business goals?

Yes

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* 41. Do you collect feedback from your clients about their experience and satisfaction with your services?

Yes

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* 42. How often do you have staff meetings?

Never

Every Week

Every Month

Every once in a while

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* 43. Are you achieving your financial goals for the company?

Yes