Onboarding Form

Email(Required)

Instructions

Please rate each statement below as they relate to your business 1 being “not true”, 5 being “true” Your score on each question will give you insights into where you're strong and weak.The lower your score, the more opportunity there is to improve how your business is performing in terms of profit, cash and time.Once completed, we’ll reach out to you and give you free advice (our personal recommendations) on exactly how you can do better in business, including what action to take

My bookkeeping is up to date (within 1-2 weeks) and accurate(Required)

My customer invoices are always paid on time (to ensure my cash flow is not at risk)(Required)

I understand what industry benchmarks are(Required)

I have financial targets in key areas developed from industry benchmarks(Required)

I sit down monthly to compare my results with my targets(Required)

From my “sit down” I create an action plan to improve my cash and profit(Required)

I take action from my plan and see improvements month on month(Required)

Cash Flow never stresses me out(Required)

My gross profit is pretty much where I want it to be(Required)

My net profit is pretty much where I want it to be(Required)

I don’t have any ATO debt that is stressing me out (or that isn’t being managed easily)(Required)

I am not drawing out more money from the business than I am making in net profit (minus cash reserves for other things)(Required)

I am not dipping into my own money to prop the business up(Required)

I have not or I am not getting into debt personally to service the business(Required)

I am up to date with all my employee superannuation lodgements and payment(Required)

I understand that employee entitlements don’t “show up” in the profit and loss or balance sheet & I am comfortable that I’ve reserved money to cover them (so I don’t end up with cash flow problems)(Required)

Plan

I have a simple plan for my business – I know what “optimal” cash and profit looks like and my plan is designed to take and keep me there(Required)

Marketing

I have a Strategic Foundation (Vision, Mission, Target Market, Core Values, Big Game)(Required)

I have my “method” mapped out visually – this is how you do what you do for your clients and customers in order to get an optimal result – we call it your “secret sauce recipe”(Required)

I have an ascending product ladder(Required)

I have a Marketing Playbook – this is deep dive into who you serve and what problem you solve which serves as how you speak to and serve your market (and it’s a brief for marketing agencies)(Required)

I have a system of keeping in touch with everyone on my database (clients, prospects, business buddies)(Required)

Sales

I have enough leads coming in from Marketing Activities all year around(Required)

I am able to respond to leads fast enough that I never lose the opportunity to quote to a competitor(Required)

I have a system to follow up vigorously on quotes until I get a yes or no(Required)

I convert 70% of quoted work to jobs (prospects to clients)(Required)

Productivity

I have mastered the proactive rather than reactive business mindset – I work to my own prioritised structured agenda – rather than reacting to emails, queries, notifications, telephone calls etc (I’m proactive more than reactive)(Required)

I spend an hour a day minimum working on the growth and stability of my business and my goals – rather than just in the business(Required)

On the whole I feel more like I’m moving ahead than like a hamster on wheel – busy going nowhere(Required)

Team

I feel like an effective Manager focussed on these 5 key areas - planning, organising, staffing, directing and controlling(Required)

I am extremely happy with how my team is performing(Required)

I have a robust recruitment process that helps me hire the right people for the right jobs(Required)

I have formal standard operating procedures in place which my team use and follow to ensure my business runs smoothly(Required)

I run a week ahead meeting – so the team can report to themselves, support one another and ensure they kick their goals during the week(Required)

I run a week in retro meeting – to review the week that was – to celebrate the wins, learn from the losses & to improve our processes(Required)

My team does not interrupt me or each other in an “unscheduled” way because we have tech and forums for this(Required)

We'd love to give you a call to discuss your results.

What is your phone number?(Required)

Comments

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Business Health Check

Instructions

Plan

Marketing

Sales

Productivity

Team

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