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Roadmap To Success Business Assessment
Complete this free business assessment and receive a customized report detailing how you’re doing in the 8 key areas critical to your business success.
Step
1
of
9
11%
Mission, Values, Culture
If you asked each team member to quote the Mission statement of the company, could they?
(Required)
Yes
No
Does each team member clearly understand the problems your products or services solve?
(Required)
Yes
No
Have you established Core Values that drive the habits of your team?
(Required)
Yes
No
How many team members know the Core Values of the company by heart?
(Required)
Less than 10%
Half
Most
Do you discuss the importance of company culture at your new hire interview?
(Required)
Yes
No
Do you incorporate culture discussions during your quarterly performance reviews?
(Required)
Yes
No
Do you have a growth plan to develop career professionals at your company?
(Required)
Yes
No
Message & Marketing
Can your customers identify the problems your company solves? (1= Not at all, 5 = Definitely)
(Required)
1
2
3
4
5
Does your marketing highlight how customers’ lives are made better by your products and services?
(Required)
Yes
No
Is your marketing focused more on the customers or bragging about your company? (1= Company, 5 = Customers)
(Required)
1
2
3
4
5
Have you updated your company website in the last three years?
(Required)
Yes
No
Have you asked 3 to 5 people outside the company to audit your website to ensure it is user friendly?
(Required)
Yes
No
Does your website display the problems you solve, what you sell and why, current promotions, reviews, and a clear call to action?
(Required)
None of these are covered
Some of these are covered
All are covered
Profitable Products
How long has it been since you introduced a new product?
(Required)
Over One Year
Within the Last Year
In the Last Three Months
When was the last time you conducted a profit audit on what you sell?
(Required)
Never
More than 1 year
In the last three months
Do you know which products and services are most profitable in your company?
(Required)
Yes
No
Do you train your team on the messaging of the product for customer appeal?
(Required)
Yes
No
Do you have a subscription product or service to bring in monthly revenue?
(Required)
Yes
No
Do you have a product development process to discover the needs in the market your new products and services must solve.
(Required)
Yes
No
Sales Process
Do you have a strategy with social media posts to drive attention to your company website?
(Required)
Yes
No
Is there a clear call to action on your website so customers know what to do when interested?
(Required)
Yes
No
When was the last time you trained the person answering the phone at your company?
(Required)
Never
More than 1 year
In the last three months
How often do you train your sales team?
(Required)
Never
Monthly
Weekly
Do you conduct a needs assessment on every appointment to uncover problems you have solutions for?
(Required)
Never
Sometimes
Always
Do you feel it matters what order you present solutions: Best, better, good, vs good, better, best?
(Required)
Yes
No
What percentage of business comes from referrals?
(Required)
Less than 10%
20%-40%
50% or more
Do you use professional proposals?
(Required)
Yes
No
Do you have a plan in place to ensure follow up happens consistently?
(Required)
Yes
No
Team Alignment
Do you feel that your team is your greatest resource?
(Required)
Yes
No
Have you clearly expressed the pathway to promotion for each team member?
(Required)
Yes
No
Do you conduct performance reviews four times each year?
(Required)
Yes
No
Do you discuss company culture and core values during your performance reviews?
(Required)
Always
Sometimes
Never
Are your current team members active recruiters for your company?
(Required)
Yes
No
Do you have an onboarding process that outlines the first six months for the new hire?
(Required)
Yes
No
Does each team member know the primary things to focus on to increase revenue?
(Required)
Yes
No
Pricing & Cashflow
Is the owner paid a consistent salary?
(Required)
Yes
No
How often do you struggle to make payroll?
(Required)
Often
Occasionally
Never
Do you have six months of cash in reserve to cover overhead if needed?
(Required)
Yes
No
Do you have separate checking accounts for operating expenses, profit, taxes, reserve funds, and an owner account?
(Required)
Yes
No
Do you give every dollar an assignment with a clear cashflow based budget?
(Required)
Yes
No
When was the last time you conducted a price audit to ensure your pricing is truly correct?
(Required)
Never
More than one year
Within the last three months
Have you attended a class in the last year specifically designed to help you learn the keys of operating a successful, profitable, and scalable company?
(Required)
Yes
No
Communication Skills
When was the last time you offered communication skills training to your team?
(Required)
Never
More than one year
Within the last three months
Have you offered your team communication assessments to discover their communication styles?
(Required)
Never
More than one year
Within the last three months
Rate your company’s communication effectiveness now.
(Required)
Very Poor
Average
Above Average
Do you train your sales team to recognize their customers’ style and adapt accordingly?
(Required)
Yes
No
Do you practice with your team to sharpen communication skills?
(Required)
Never
Monthly
Weekly
Legacy
Have you determined what you will need to take from your business when you are ready to retire?
(Required)
Yes
No
Do you have a clear leadership profile for your successor (even if this is 10 years from now)?
(Required)
Yes
No
Do you practice delegation in your development of other leaders?
(Required)
No
Occationally
Yes
Is my business healthy enough to meet my succession plan timeline?
(Required)
Yes
No
Your Name
(Required)
First
Last
Email
(Required)
