5/30 Grid - Business Development Survey

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Have you ever felt that you and your business had a lot more potential but were not sure how to activate that potential?

The 5/30 Grid is a simple, easy to understand, and powerful tool designed to quickly assess where your strengths and weaknesses are. Once the assessment is complete, then through the assistance of a certified ActionVISION consultant take specific actions to help you earn a lot more money, work less hours, have less stress, and have greater balance in every area of your life.

Engineered CLARITY 5/30 Grid Library ~ https://clarity.dnaforsuccess.com/clarity-5-30
Engineered CLARITY Community (EC2) ~ https://clarity.dnaforsuccess.com/ec2

This survey consists of five areas - Area 1: Marketing, Area 2: Pre-Sales, Area 3: The Sale, Area 4: Servicing, Area 5: Client For Life

There are six simple questions in each of the five areas to rate 1 to 10, with 10 being the best or most.

Name: *

Company *

Position In Company *

email *

Phone *

1. How many hours are you currently working? *

2. How many hours would you ideally like to be working? *

3. What is your WOW income goal over the next 12 months? *

WOW income goal is a financial goal which would really excite you. It would rock your life.

4. What is your minimum income goal over the next 12 months? *

5. If you had 10 leads, a lead being a name and phone number of someone who expressed interest in your product/service how many leads would you convert into clients? *

The average in most industries is 1 out of 10 will convert. What is yours?

Area 1: Marketing

Getting more and better leads

1-1. Identify Targets *

Have the proper size database (quantity), I/we need to achieve our three year goals.

Do not or have no idea

Perfect size database

1-2. Develop & Deliver A Message *

Have the right technology which will fully organize/connected the right message to the right database groups

Do not or have no idea

I am where I should be

1-3. Group People & Messages *

Have entire database so organized through proper groupings that we can market specifically to groups to maximize profits.

Do not or have no idea

I am where I should be

1-4. Measure Results *

Through technology we measure results daily from our marketing efforts and properly allocate all marketing/company results based on the numbers, considering both short-term and long-term goals.

Do not or have no idea

I am where I should be

1-5. Personality Based Marketing *

Have the technology to identify individuals to where we can deliver a message to a target based on their specific blend of personalities.

Do not or have no idea

I am where I should be

1-6. Dollar Results Marketing *

Have technology, tools, systems, and people in place to measure all marketing/company efforts to know where to best invest company resources to maximize financial returns.

Do not or have no idea

I am where I should be

1-7. If you were CEO what is one thing you would do to improve marketing? *

Area 2: Pre-Sales

Taking every lead we generate and preparing them for sales

2-1. Track 100% Of Leads *

As soon as someone “raises their hand” showing any type of interest have the ability to track the lead and place that lead in a specific database group for specific follow-up.

Do not or have no idea

I am where I should be

2-2. Implement Strategic Strike *

Have turn key systems which will touch a prospect in the best and most successful way to convert the lead to a client in the least amount of time with the least amount of resources.

Do not or have no idea

I am where I should be

2-3. Improve Pressure Points *

Precisely understand the steps in the pre-sales process and continue to refine the actions taken to improve those pressure points i.e. overall profitability for all effort invested.

Do not or have no idea

I am where I should be

2-4. Measure Results *

Measure all efforts/resources invested into pre-sales and determine the most effective methods to produce the best results in the least amount of time, with the least amount of resources.

Do not or have no idea

I am where I should be

2-5. Personality Based Marketing *

Have all pre-sales efforts connected directly to the 16 to 256 personality types and deliver the message which will have the greatest affect on each individual.

Do not or have no idea

I am where I should be

2-6. Dollar Results Marketing *

Measure all efforts/resources invested into pre-sales and determine the best allocation for all resources.

Do not or have no idea

I am where I should be

2-7. If you were CEO what is one thing you would do to improve pre-sales? *

Area 3: The Sale

Convert more leads into clients and do it faster.

3-1. Ask Key Questions: *

Have a rock solid process for asking the best questions, in the best way, at the best time to produce the best results with the least amount of resources and least amount of time.

Do not or have no idea

I am where I should be

3-2. Master Present Solutions: *

Present the best solutions to each prospects in the best way, producing the best sales closing ratio.

Do not or have no idea

I am where I should be

3-3. Why Prospects Are Lost: *

Determine why 100% of prospects are not converted and work with all five areas to apply the “Seed Reproduction Principle” to prevent loses in the future.

Do not or have no idea

I am where I should be

3-4. Apply 5 Time Management Freedom Fighters: *

Use proper use of: 1. Delegation, 2. Systematization, 3. Contract work out, 4. Hire someone, or 5. Partner with someone - to produce the greatest amount of sales, in the least time, with the least amount of resources.

Do not or have no idea

I am where I should be

3-5. Speed To Sell: *

Know the quantity/costs for all resources to bring all types of prospects to the close and work to reduce both time and resources to convert the sale.

Do not or have no idea

I am where I should be

3-6. Penetration vs. Expansion: *

Know specifically percentage of account penetration (getting all of the possible business possible from clients) for all clients/referral partners, consider short-term vs. long-term goals, and then select the best strategy based on all the data and the overall goals.

Do not or have no idea

I am where I should be

3-7. If you were CEO what is one thing you would do to improve in sales? *

Area 4: Servicing

Turning servicing into a profit center

4-1. Ask For Referrals: *

Ask for referrals in a systematic fashion and measure overall success in servicing based on the quantity/quality and overall profitability for all referrals.

Do not or have no idea

I am where I should be

4-2. Feed Successes Into 1, 2, and 3: *

Capture successes in services and provide those successes back into marketing, into pre-sales, and into sales to improve the overall results/profitability for each of those areas.

Do not or have no idea

I am where I should be

4-3. Master Steps/Pressure Points: *

Understand all servicing steps/efforts, understand what affect those efforts/steps have on clients, and how RAVING FAN servicing produces additional referrals.

Do not or have no idea

I am where I should be

4-4. Measure All Costs: *

Understand all costs and the value of the costs/actions have on the overall Client Experience.

Do not or have no idea

I am where I should be

4-5. Apply 5 Freedom Fighters: *

Understand which of the 5 Time Management Freedom Fighters produce the best results/greatest experience for clients/customers and how that experience produces more quantity/quality of referrals.

Do not or have no idea

I am where I should be

4-6. Turn Into A Profit Center: *

Develop a culture within Servicing that we are a profit center and we expect to produce a greater measureable financial return that marketing, pre-sales, and sales combined.

Do not or have no idea

I am where I should be

4-6. Turn Into A Profit Center: *

Develop a culture within Servicing that we are a profit center and we expect to produce a greater measureable financial return that marketing, pre-sales, and sales combined.

Do not or have no idea

I am where I should be

4-7. If you were CEO what is one thing you would do to improve servicing? *

Area 5: Client For Life

5-1. Send Month Relationship Newsletter: *

Have a system to extend the RAVING FAN experience beyond the expectation of the client to where we are developing/maintain a life-long relationship with our clients.

Do not or have no idea

I am where I should be

5-2. Obtain B2B And B2C Referrals: *

Learn all sphere connections and have system to bring value to your clients and those they know, to each of those spheres.

Do not or have no idea

I am where I should be

5-3. Track All Efforts & Results: *

All efforts have costs and produce some type of results. How well are we tracking efforts/results and are we using that data to maximize both our efforts and our results?

Do not or have no idea

I am where I should be

5-4. Implement R&D: *

How well are we doing in keeping up with our past clients to discover their specific needs and then developing/acquiring products/services and/or partnerships to meet those needs?

Do not or have no idea

I am where I should be

5-5. Process For New Products: *

How great is our system for developing new products/services to achieve our short-term, long-term, and overall company goals and vision?

Do not or have no idea

I am where I should be

5-6. Apply 5 Freedom Fighters: *

Do we have systems in place to where when our business is running without us that the systems/people will always seek to discover the best of the 5 Time Management Freedom Fighters to continue to expand our business and achieve overall maximum profitability? 1. Delegate, 2. Systematize, 3. Contract Out, 4. Hire Someone, 5. Partner

Do not or have no idea

I am where I should be

5-7. If you were CEO what is one thing you would do to improve Client For Life? *