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Business Health Assessment
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Your Information
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Financial
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
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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
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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
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Time and Priority Management
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
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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
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We analyze our mistakes and take active steps to ensure that errors can not occur again by upgrading our systems
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Marketing
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
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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
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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
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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
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We test and measure all of our marketing strategies to ensure we are spending money in the right places
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Systems and Processes
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
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We've communicated consistently with our team throughout the covid crisis
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Team
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)
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We have a strong recruitment process in place
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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
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Planning
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
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We have intentionally developed a culture that our team lives by on a day to day basis
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Moving Forward
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?
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