Do you have a BUSINESS or just a JOB?

1. Marketing

How many new leads do I create?

• I always have a consistent stream of fresh leads
• I get new leads, but it's somewhat inconsistent
• I rarely get new leads

USP - How easy is it for me to describe how my business is different from my competition?

• Super easy. Our customers instinctively know how we're different and it’s easy for us to talk about.
• Somewhat. We all instinctively know how we're different, but sometimes it's hard to describe.
• Challenging. Our customers have a hard time knowing how we’re different from our competition. They buy because they know us.

2. Sales

How do you create sales?

• We have a full time sales team.
• A few people pitch in to help with sales, but it's not a full time job.
• I am the one who sells, but I have help from other people.
• I am the lone ranger on the sales front.

How often do you get referrals from existing or past customers?

• All the time.
• Somewhat frequently.
• Every now and then.
• Rarely.

Approximately, what percentage of your revenue comes from cross-sells and up-sells?

• Less than 25%
• 25-50%
• 50-75%
• 75% or more

3. Fulfillment

How consistent is your fulfillment?

• Our customers know exactly what they are going to get when they buy from us.
• Our level of service is dependent on who on our team customers talk with.
• Our customers feel like Forrest Gump, never knowing what they're going to get.

If I asked your customers on a scale from 1-10 how likely they would be to recommend you, what would you guess they would say?

• Select your level 1 2 3 4 5 6 7 8 9 10

4. Finance

What is your sales trend over the last three years?

• Increasing dramatically
• Increasing incrementally
• Stable. Neither increasing nor decreasing
• Decreasing incrementally
• Decreasing dramatically

What is your profit trend over the last three years?

• Increasing dramatically
• Increasing incrementally
• Stable. Neither increasing nor decreasing
• Decreasing incrementally
• Decreasing dramatically

What is your cash flow trend over the last three years?

• Increasing dramatically
• Increasing incrementally
• Stable. Neither increasing nor decreasing
• Decreasing incrementally
• Decreasing dramatically

5. Operations

How systematized are your processes?

• We have well documented processes, and everyone uses them.
• We have some of our key processes documented and people use those processes.
• We have some of our key processes documented but the processes are rarely followed.
• We're pretty light in terms of documentation, but somehow things still manage to get done.
• Can you say organized chaos?

Approximately, what percentage of your business operations relies on your direct involvement?

• Less than 25%
• 25-50%
• 50-75%
• 75% or more