Business Assessment

Name*
First Last
Company Name*
Address*
Street Address City State / Province / Region ZIP / Postal Code
Website*
How do you describe what you do for a living?*
Just jot down a quick blurb without thinking too much about it.
How long have you been in business?*
Why did you start your business?*
How do you describe your role in your company?*
What title is on your business card?
Who are you targeting in the market you serve (Be as descriptive as possible)?*

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What percentage of gross revenue do you currently spend on marketing each month to attract more of your preferred client and project types?*
What companies do you consider to be your competition?*
List at least 3.
Do you have a referral system in place?*
Yes
No
When was the last time you communicated with a past client to stay top of mind for referrals or repeat business?*
Examples could include email them a blog post, passing on an offer from a complimentary company in your network that could be of value to them, or checked in on how they are enjoying the project you delivered for them?

On a scale of 1-5 (5 being the best) how consistent is your branding?*
Does your website, business cards, signs, trucks, uniforms, or any other public-facing assets or material utilize consistent logos, color and marketing message?

1

2

3

4

5

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How close were you to achieving your ideal income last year?*

Blew past it

Reached it

Close

Not Close
What is the biggest challenge in your business right now?*
What keeps you up at night?
What will be the consequences if you don't overcome these challenges?*
What will you lose out on? How much revenue will you leave on the table? Take a moment to think deeply about this one.
What will it mean to you personally, and to your business, to reach your revenue goals this year and for years to come?*
How committed are you to improving your business and reaching your income goals?*

Extremely committed.

Committed.

I'm content with where my business is.

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Business Assessment Worksheet

Step 1 of 6 - Company Information

Business Development, Marketing, and Sales