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We'd like to get to know you and your business better

Purpose of this survey

The purpose of this survey is both for ZenChange to get to know you and your business better, your perspectives on the main reasons your clients come to you, and what makes you different.  We'll use this as input to create your business plan.  If you feel that we have already discussed a question, please just skip it.  Please also drop any financials and other background documents into the Google Drive link that we have provided (if you haven't received it please ask).

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* 1. Name

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* 2. Business Name

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* 3. Please enter your best contact email address

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* 4. Please enter your best contact phone number.

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* 5. In what phase is your business?

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* 6. How many employees and/or contractors do you have, including yourself?

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* 7. To begin, think back to when you started your business. It may have been yesterday or 35 years ago. What inspired you? What did you hope to accomplish?

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* 8. As the owner of that business, when you introduce yourself at a cocktail party, what would you like to say that you do?

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* 9. Describe your ideal customers.  Are they different from your current customers?

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* 10. Why do (or will) these customers buy from you? (problems solved, needs satisfied, expected relationships, when they buy)

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* 11. Describe the ideal clients you would like to work with. What are their characteristics? How would they interact with you?

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* 12. If your business has a vision statement, please paste it here.  Otherwise, please describe your vision (the desired future position of the company).

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* 13. If your business has a mission statement, please paste it here.  Otherwise please describe your mission (the company's business, its objectives and its approach to reach those objectives.)

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* 14. Are there government regulations impacting your business?  If so please identify the regulations and how you are impacted.

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* 15. In what locations does your business operate?  (If your locations are on your website then "see website" is fine.)

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* 16. What would you say are the key success factors of your business?  (examples may include technology, strong people management, creative design, industry leading knowledge within a particular discipline etc.)

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* 17. What message would you like your customers and investors to know about your company?  (founder's message)

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* 18. Have you uploaded an organization chart to our Google Drive?  If one is not available please list manager names and roles here.

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* 19. What would you say are the key strengths of your business compared to your competitors?

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* 20. What areas of your business concern you compared to your competitors?  What are the weaknesses that need to be addressed?

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* 21. How are (or will be) most of your products and services priced? (Select one answer)

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* 22. Have you uploaded a price list to our Google Drive?  If not please list pricing for your products or services here.  If it varies, please describe your pricing strategy (e.g. cost x 2).  If you purchase your products or services from others (e.g. physical inventory) please include your purchase cost.

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* 23. What products or services would you like to be able to deliver to your clients? Anything different from today?

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* 24. How do you (or will you) sell your products or services to the end user client? (Please check all that apply)

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* 25. How do you (or will you) deliver your services? Please check all that apply.

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* 26. In which geography do you sell today?  Please indicate whether you have plans to change in the future and if so when.

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* 27. What are your hours & days of operation?

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* 28. How large is your business today?

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* 29. 19. How large would you like your business to grow in the next 2-3 years? (keep in mind this impacts your investment strategy and dedication of your personal time)

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* 30. Name your top 5-10 current or potential competitors.

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* 31. When people search for your business online, how would you like to be found? In other words, if you are as successful as you want to be, what will potential clients type into Google to find your business? You may have multiple responses to this question since you may want to be found in different ways?

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* 32. Please describe a customer success story that we may use as a case study.  This isn't mandatory but helps bring your business plan to life.  If you prefer you may upload details to our Google Drive or include a link to a case study on your website.

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* 33. Input to Financials- Please upload the following to our Google Drive:
1.  Startup costs by category if business is 2 years old or less.
2.  Past 2 years financial statements (Profit & Loss, Balance Sheet, Cash Flow)
3.  5 year financial projections (if you have them)
4.  Assumptions to the financials

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* 34. Who is the audience for this business plan?  What is your desired outcome of them receiving your plan?

What happens next?

After you submit your response we'll take a look at your survey results and will likely have some follow up questions. 

In parallel, we'll conduct an online competitive analysis and take a look at how your top current (& potential) competitors are positioning themselves and how they may appear to a potential client.  We'll also conduct industry research on trends, opportunities and threats as they relate to your business.  We'll take a look at your financial input as input to preparing the business plan financials.

We'll interact with you along the way to touch base on what we find as input to our recommendations.  

Then we'll wrap everything together for you in a draft business plan for your review.

Hopefully we'll have some fun along the way and share a few "aha" moments!

Remember, when you click this button we'll have a copy of your results.

We also suggest that you check out our "Road Tested Business Strategies" blog. You'll find it on our website at www.zenchange.com.  We encourage you to browse through the extensive library of articles and find nuggets that will help your business.

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