Business Assesment

In order to do a better job of serving you, we would like to know a little bit about you and your company. This quick Business Assessment is designed to stimulate your thinking about ways you want to improve all areas of the business. To prepare for our first call, please review each of the following statements as you consider the current state of the business within each key area.

Your Name *

Your Title

Email *

Business Name *

Contact Phone

Best number to contact you for our introduction call.

Years in Business

Annual Gross Revenue

Number of Employees

Number of Locations

Your top three goals right now?

Please enter the top three areas you would like to focus on.

Financial Performance

Owner / GM monthly financial reporting is absent, inconsistent or inaccurate.

Cash flow and collections are problematically difficult and slow.

I lose money on more than 20 % of my jobs.

My collection cycle time is longer than 3 weeks.

Marketing and Sales Performance

My business is lacking leads and sales volume.

My sales staff have no formal sales training or processes.

My BD staff doesn’t know how to approach agents, property managers, adjusters.

I am always stuck competing on price

Team Performance

I feel stressed out because I have to do everything myself.

I feel like my business is lacking direction, growth, and strategies for success.

I’m so busy working way more than 40 hours a week.

I’m often busy putting out fires all day long.

I can’t find good employees at all.

My employee’s performance is more like a slow casual business as usual.

I can’t keep good employees; we have high turnover.

My employees have no career path nor annual review process.

Customer Satisfaction

The quality of our customer service is ok but needs improvement.

I don’t know my customer’s experience/perceptions about our work.

My employees don’t know how to solve customer job related problems.

My customers always start out happy and end up angry with us.

My customers always try to get money back at the end of the project.

Production

My production employees make too many mistakes.

My employees don’t complete jobs on time.

We don’t do planning or scheduling for all projects.

My production employees produce jobs below margin targets.

My production employees complain that they are too busy.

Business Quick Assessment