Business Evaluation Form
Website Address (URL)
Service of Interest
Custom Consulting Solution
Which of the following professionals do you use regularly?
Coach or Consultant
Real Estate Broker
Current Annual Revenues
Current Annual Expenses (do not include payroll)
Price Range of Products /Services
Current Marketing Methods
VAR's (Value Added Resellers)
RFP (Request For Proposals or Bidding)
Current Employee Mix
Breakdown how many of each employee type you have (ex: 15 sales people 5 admin people 3 managers)
Payment Terms Offered
Billing (Net 30/60/90)
Payment Forms Accepted
Business Organizations Membership
Chamber of Commerce
Networking Group (ex:BNI)
Better Business Bureau
Problems and Challenges Impeding Your Growth
Too Much Competition
Obsolete Product/Service Offerings
Low Profit Margins
I need services and help right now
I need services and help in 30 days or more
I don't really need services or help
Revenue Goals for Next 12 Months
Excellent (750 - 800+)
Good (650 - 750)
Fair (575 - 650)
Poor (under 575)
Credit Card Processing Volume
Under $10,000 a month
$10,000 to $35,000 a month
Over $35,000 a month
Do not accept credit cards
What Type of Business or Professional Service Provider Would Be Your Ideal Referral or Joint Venture Partners?
Have you ever used events/speaking opportunities to promote your products/services?
Do you currently do business with the U.S. Government?
If you are seeking financing for your business, do you at least have 10% to put towards it?
Several of our programs rely on cost cutting methods to offset cost of programs to make them "no direct out of pocket cost" to our clients, if we can reduce your current expenses in several areas through audit or just going with better vendors, are you willing to comply with a cost reduction plan?
A copy of your responses will be emailed to the address you provided.
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