Small Business Growth Assessment
Please complete this form to the best of your ability. If there are questions you do not understand, please call us, take your best guess, or just leave them blank if it is not a required field. All required fields must be completed. Once completed, please submit your form and we will contact you to schedule a follow up session, if that's what you desire. Information shared on this form is secure and not shared with anyone.
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Email *
Full Name *
Cell Phone Number *
What is the name of your business and what does your business do? *
Which of the following statements make the most sense to you?
Clear selection
Annual Gross Revenue (94% of small businesses never hit the six-figure mark. My goal would be to get you into multiple six-figures.) *
Generally speaking, do you offer services or products?
Clear selection
Do your customers pay you monthly (or in a lump sum in lieu of payments) for regular services that you provide over a specific period of time?
Clear selection
If you have a membership based business, how many PAYING members do you have?
Clear selection
Do you have a clearly defined and written vision statement?
Clear selection
Do you have a clearly defined and written mission statement
Clear selection
Do you have a clearly defined and written Core Values statement?
Clear selection
If you answered yes to the above questions, would you please write (copy and paste) that information here?
Do you have written business and personal goals
Clear selection
Do you have a written marketing plan with financial projections?
Clear selection
If you have a written marketing plan, will you be willing to share that plan with us?
Clear selection
Have you created a written marketing avatar or customer profile?
Clear selection
How does your business generate new leads? (Check all that apply)
Would you be interested in receiving fresh high quality leads for your business weekly?
Clear selection
Briefly describe your sales process. In other words, how do you bring someone forward from prospect to new customer?
Do you have a written phone answering script, or process to walk the customer through the conversation?
Clear selection
Describe your cash flow management strategy and any tools you use.
How many different income streams are you currently using in your business from this one customer base?
Clear selection
What accounting system/software do you use to run your business?
Clear selection
What forms of payment do you currently accept? (Please check all that apply)
Do you have a CRM (Customer Relationship Management) software?
Clear selection
Do you have a bulk email system such as Mail Chimp, A-Weber, ConvertKit, etc.
Clear selection
Do you have an email list of subscribers to your newsletter, website, etc?
Clear selection
If you do have an email list of subscribers, how many emails are on it?
Clear selection
Do you have an active website?
Clear selection
If you have a website that does capture leads, how many leads per month is your site generating?
Clear selection
If you have an active website, does it sell products or services?
Clear selection
What is your website URL
Are you currently using social media to promote your business?
Clear selection
If you are using social media to promote your business, please briefly describe what you are doing.
Which social media platforms are you active on for either personal or business? (Check all that apply)
Which option best describes your support team?
Clear selection
Which option best describes your funding for your business. This includes you taking a salary.
Clear selection
What do you do for continuing education? Check all that apply.
If you have a team, how do you communicate with your team? (Check all that apply)
Where do you store your electronic files for your business? Check all that apply.
Are you currently looking for coaching or guidance in your business?
Clear selection
If you are looking for coaching or guidance, what are you specifically looking for?
Please rate the importance of the following items
Less important
Important
Most important
Revenue Increase
Improve processes to reduce expenses
Improve efficiency
Clear selection
Additional comments or questions you would like to add.
Would you like to be contacted for a follow up conversation? (If you say no, you will NOT be contacted)
Clear selection
Click this link to book a FREE 30 minute discovery call. http://stannshields.com/discovery
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