Name *

First Name

Last Name

Phone *

(###)

###

####

How long have you been in business? *

0-3 Years

3-7 Years

+7 Years

Are you Fulll-Time or Part-Time? *

Full-Time

Part-Time

Do you know what the company’s sales performance must be to support your personal comfort? *

Yes

No

Do you attract enough quality prospects to support your needed sales? *

Yes

No

Do you convert enough of the right prospects into clients to support your needed sales? *

Yes

No

Do you fully deliver on your commitments to your clients? *

Yes

No

Do your clients fully deliver on their commitments to you? *

Yes

No

Do you consistently remove debt rather than accumulate it? *

Yes

No

Do you have healthy profit margins within each of your offerings and do you continually seek ways to improve them? *

Yes

No

Do your clients repeatedly buy from you over alternatives? *

Yes

No

When debt is used, is it used to generate predictable, increased profitability? *

Yes

No

Does the business have enough cash reserves to cover all expenses for three months or longer. *

Yes

No

Do you have an ongoing and working model to reduce bottlenecks, slowdowns, and inefficiencies? *

Yes

No

Are people’s roles and responsibilities matched to their talents? *

Yes

No

Are the people closest to the problem empowered to resolve it? *

Yes

No

Is your business designed to operate unabated when key employees are not available? *

Yes

No

Are you known for being the best in your industry at what you do? *

Yes

No

Does your business benefit clients through a transformation, beyond the transaction? *

Yes

No

Are all employees (including leadership) motivated more by delivering on the mission than by their individual roles? *

Yes

No

Are people’s individual dreams aligned with the path of the business’s grand vision? *

Yes

No

Are your people, clients, and community empowered to give both critical and complimentary feedback? *

Yes

No

Does your business seek to collaborate with vendors (including competitors) who serve the same customer base in order to improve the customer experience? *

Yes

No

Do your clients fervently defend, support, and help the business? *

Yes

No

Is there a plan for leadership to transition and stay fresh? *

Yes

No

Is the organization promoted by individuals inside and outside the organization, without the need of direction? *

Yes

No

Does your business have a clear vision for its future and dynamically adjust quarterly to make that vision become true? *

Yes

No

Is the business designed to constantly adapt and improve, including finding ways to better and beat itself? *

Yes

No