Section 1 of 10
Business Health Assessment
Section 2 of 10
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Section 3 of 10
Financial
We have calculated our new Break Even for 2021
We have calculated our new Break Even for 2021
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We have a cash flow forecast for the next 12 weeks that is being updated regularly
We have a cash flow forecast for the next 12 weeks that is being updated regularly
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We have up to date financial statements that are accurate and our being used to make sound decisions in the business
We have up to date financial statements that are accurate and our being used to make sound decisions in the business
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We have a realistic operating budget for 2021 that can be monitored via financial software
We have a realistic operating budget for 2021 that can be monitored via financial software
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We have calculated the profit margins on all of our goods and services and have adjusted prices accordingly
We have calculated the profit margins on all of our goods and services and have adjusted prices accordingly
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Section 4 of 10
Time and Priority Management
I have a regular time in which I plan the following week and prioritize my key activities
I have a regular time in which I plan the following week and prioritize my key activities
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I am making the necessary adjustments to my daily schedule to insure that priorities for the business are being addressed
I am making the necessary adjustments to my daily schedule to insure that priorities for the business are being addressed
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Section 5 of 10
Delivery of Services and Products
We have adjusted the delivery of our products and services to meet the new demands of customers in the digital economy
We have adjusted the delivery of our products and services to meet the new demands of customers in the digital economy
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We analyze our mistakes and take active steps to ensure that errors can not occur again by upgrading our systems
We analyze our mistakes and take active steps to ensure that errors can not occur again by upgrading our systems
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Section 6 of 10
Marketing
We have a marketing plan in place that addresses the new demands of the economy
We have a marketing plan in place that addresses the new demands of the economy
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Our marketing plan is budget driven
Our marketing plan is budget driven
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We have a strong USP ( Unique Selling Proposition) in place that is being utilized in our marketing
We have a strong USP ( Unique Selling Proposition) in place that is being utilized in our marketing
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We have a minimum of 5 Lead Generation strategies in place
We have a minimum of 5 Lead Generation strategies in place
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We have a minimum of 5 Conversion Rate strategies in place
We have a minimum of 5 Conversion Rate strategies in place
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We have a minimum of 5 Average Dollar Sale strategies in place
We have a minimum of 5 Average Dollar Sale strategies in place
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We have a minimum or 5 # of Transaction strategies in place
We have a minimum or 5 # of Transaction strategies in place
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We have a minimum of 5 Profit Margin strategies in place
We have a minimum of 5 Profit Margin strategies in place
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We test and measure all of our marketing strategies to ensure we are spending money in the right places
We test and measure all of our marketing strategies to ensure we are spending money in the right places
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Section 7 of 10
Systems and Processes
We have audited our current operational and people systems and identified the necessary adjustments needed moving forward
We have audited our current operational and people systems and identified the necessary adjustments needed moving forward
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The team is involved in helping to refine or develop needed process and system updates
The team is involved in helping to refine or develop needed process and system updates
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We've communicated consistently with our team throughout the covid crisis
We've communicated consistently with our team throughout the covid crisis
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Section 8 of 10
Team
Team members have clear and up to date position descriptions
Team members have clear and up to date position descriptions
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Each Team member understands how their achievements will be measured, i.e. Via KPI’s (Key Performance Indicators)
Each Team member understands how their achievements will be measured, i.e. Via KPI’s (Key Performance Indicators)
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We have a strong recruitment process in place
We have a strong recruitment process in place
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We have a process in place for rewarding our current team members
We have a process in place for rewarding our current team members
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We have processes in place to insure that we retain the best people
We have processes in place to insure that we retain the best people
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Section 9 of 10
Planning
We have developed a clear vision for where the business is going in the next 3-5 years
We have developed a clear vision for where the business is going in the next 3-5 years
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We have set goals and milestones that are in line with the company's vision, mission, and purpose
We have set goals and milestones that are in line with the company's vision, mission, and purpose
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We have intentionally developed a culture that our team lives by on a day to day basis
We have intentionally developed a culture that our team lives by on a day to day basis
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Section 10 of 10
Moving Forward
Do you have interest in learning more about how coaching can help your business?
Do you have interest in learning more about how coaching can help your business?
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What's the best phone # to reach you?
What's the best phone # to reach you?
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