Business Assessment Survey Name Company Email address Phone number Number of years in business Number of employees Annual revenues Desired annual revenues The purpose of this assessment is to take a clear look at your current production levels as well as to identify your desired production goal. By knowing this information we will be better able to guide you and aid you in developing and implementing a sound business strategy. Business Planning     I have a written business Plan Yes No I am executing my plan and tracking my results Yes No I have written goals for what I expect to accomplish in my business Yes No I have a written process including the steps required to accomplish my written goals Yes No I have a system in place to monitor my written goals on a regular basis Yes No New Client Acquisition Strategy     I have developed a marketing plan for acquiring new clients Yes No I have the necessary resources to implement my marketing plan Yes No I am implementing my marketing plan Yes No I have a clearly defined target market and niche market to focus my marketing efforts Yes No I have identified the products and services that best fit my target market Yes No I have identified my ideal client Yes No I have identified the optimal number of clients for my business Yes No I have set and adhere to a minimum account size for client relationships Yes No I have a formalized process for uncovering the needs of a prospective client Yes No I have a formalized process to bring new clients on board Yes No Time Management     I have assessed how I spend my time (i.e. meetings, administrative duties, workflow and staffing issues, etc.) in order to identify inefficiencies. Yes No I have defined measurable goals for the number of client and prospect meetings I will hold each week Yes No My Activities are scheduled by my staff using a shared electronic calendar Yes No It is not necessary for me to work on evenings and weekends to keep up with my business Yes No Operating Procedures     My Office has developed a written procedures manual Yes No My Office understands and follows the processes documented in the procedures manual Yes No My business has an organizational chart Yes No Please enter the total number of support staff in your office I Delegate the following tasks to my staff     Answering incoming calls Yes No Fielding routine calls from clients Yes No Preparing for client meetings Yes No Managing workflow across the team Yes No Maintaining customers/prospects in CRM Yes No Type/Send documents and mail Yes No Financial     I use financial management software in my business Yes No I understand and review profit and loss statements monthly Yes No I regularly consult with my CPA regarding my financial situation Yes No I monitor my profit margin and use the information for business strategy Yes No Outside Counsel     I have a formal board of advisors that I meet with regularly Yes No We have a written agenda for each meeting Yes No My board of advisors have all signed confidentiality agreements Yes No My advisory board meeting have a formal process and procedure Yes No Technology     I utilize technology to save time and streamline processes and procedures Yes No Email Yes No Texting Yes No Cell Phone Yes No I can receive email on my cell phone Yes No Office Software Yes No On-line Yes No Store Bought Yes No Custom Yes No Other Yes No I use a database Yes No I can access my computer from anywhere Yes No Existing Client Retention Strategy     I have a consistent communication plan developed for my clients Yes No I perform an annual review with my clients Yes No I have a formalized process in place for asking clients for referrals Yes No My clients are segmented based on the value they bring to the business and service levels are defined accordingly Yes No I perform and annual client survey to ensure that I am meeting their needs Yes No Strategic Alliance Strategy     I have developed strategic alliances with other business professionals Yes No I maintain frequent contact with my strategic alliance partners resulting in quality referrals Yes No Business Valuation     I have had a business valuation performed within the last year Yes No My business plan has been developed to maximize the value of my business Yes No Business Continuity Plan     I have a continuity plan in place and I review it annually Yes No My staff understands and has access to the plan should it become necessary Yes No Succession Plan     I have a succession plan in place for my business Yes No I update my succession plan annually Yes No Disaster Recovery Plan     I have a disaster recovery plan in place and I review it annually Yes No My Staff and I update my business disaster recovery plan annually Yes No My Staff understands and has access to the plan should it become necessary Yes No I test my disaster recovery plan annually Yes No