Business Assessment Form

To receive a custom quote, please email shirleytan@yesagainmarketing.com or fill out the form to the below.

Name
First Last
Company Name
Email
Phone
OK, here we go!
Rate where your business stands today by filling in your level of agreement with the statement from 1 to 10. 1 meaning you disagree completely and 10 meaning you agree completely.
MARKETING
We have at least 10 active marketing strategies at all times
1 2 3 4 5 6 7 8 9 10
Our marketing message addresses our target market and their interests DIRECTLY.
1 2 3 4 5 6 7 8 9 10
Our marketing message is consistent across all mediums that we use.
1 2 3 4 5 6 7 8 9 10
We track all initial contacts and how they heard about us to assess marketing strategies.
1 2 3 4 5 6 7 8 9 10
SALES
We use scripts or a defined approach in all initial contacts with potential customers.
1 2 3 4 5 6 7 8 9 10
We have a proven, defined, and written sales system.
1 2 3 4 5 6 7 8 9 10
Our sales staff has regular, formal training on both product knowledge and sales skills.
1 2 3 4 5 6 7 8 9 10
We use a system to track sales to determine trends, strengths, etc.
1 2 3 4 5 6 7 8 9 10
CUSTOMER SERVICE
We consistently deliver on time, and when we are not on time, we notify the customer immediately.
1 2 3 4 5 6 7 8 9 10
We consistently "underpromise" and "overdeliver".
1 2 3 4 5 6 7 8 9 10
We do the "little things" to make our customer's experience unique, and are always looking for new ways to enhance their experience with us.
1 2 3 4 5 6 7 8 9 10
Our customer service is always consistent, and every contact with customers builds brand equity.
1 2 3 4 5 6 7 8 9 10
HUMAN RESOURCES
Everyone who works closely with us is familiar with our Mission statement and what our aims are.
1 2 3 4 5 6 7 8 9 10
We utilize "co-op-etition" and make partners of everyone we can to grow our business and theirs!
1 2 3 4 5 6 7 8 9 10
All employees have a clear Job Description and are hired, trained and evaluated per this profile.
1 2 3 4 5 6 7 8 9 10
We provide an atmosphere where our employees love coming to work.
1 2 3 4 5 6 7 8 9 10
YOUR BUSINESS SYSTEM
If I was absent from the business for a period of time, the business would continue to grow.
1 2 3 4 5 6 7 8 9 10
I have a daily "To Do" system, and I update it and use it daily.
1 2 3 4 5 6 7 8 9 10
We have identified all tasks in the business that could be handled routinely by systems.
1 2 3 4 5 6 7 8 9 10
Our systems are as simple as possible, and we use them once they are set up.
1 2 3 4 5 6 7 8 9 10
PROFIT MARGINS
We know the profit margins of the various products and services we provide.
1 2 3 4 5 6 7 8 9 10
All expense components of the cost of sales are the lowest possible while not sacrificing results.
1 2 3 4 5 6 7 8 9 10
All but a small portion of our business is done at full price.
1 2 3 4 5 6 7 8 9 10
All fixed costs of operating the business are at a minimum while not diminishing the quality of the product or service.
1 2 3 4 5 6 7 8 9 10
FINANCIAL MANAGEMENT
Financial statements are current, and I understand them fully.
1 2 3 4 5 6 7 8 9 10
We keep the accounting current, and if we cannot do it ourselves, we seek professional help.
1 2 3 4 5 6 7 8 9 10
We use Key Performance Indicators to measure the effectiveness of marketing, sales, customer service, etc.
1 2 3 4 5 6 7 8 9 10
We use the best accounting software for our industry.
1 2 3 4 5 6 7 8 9 10
LEADERSHIP
We have a company Mission & Vision statement, communicate them to the appropriate people.
1 2 3 4 5 6 7 8 9 10
We set goals and action plans ourselves, and teach everyone on the staff to do the same.
1 2 3 4 5 6 7 8 9 10
I conduct my business with honesty, integrity, and congruency so I can always be trusted.
1 2 3 4 5 6 7 8 9 10
I am familiar with motivational models, and I employ motivational strategies that are effective.
1 2 3 4 5 6 7 8 9 10
PERSONAL & WORK/LIFE BALANCE
I know what I want out of my life and I move towards it every day.
1 2 3 4 5 6 7 8 9 10
I take daily steps to maintain my mental, emotional, physical and spiritual health.
1 2 3 4 5 6 7 8 9 10
I have a good balance of work, play and rest. I work hard and balance it with the proper rest and rejuvenation.
1 2 3 4 5 6 7 8 9 10
I have a strong network of family and social connections who I spend time with and enjoy regularly.
1 2 3 4 5 6 7 8 9 10
Email
This field is for validation purposes and should be left unchanged.

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Business Assessment Form

OK, here we go!

MARKETING

SALES

CUSTOMER SERVICE

HUMAN RESOURCES

YOUR BUSINESS SYSTEM

PROFIT MARGINS

FINANCIAL MANAGEMENT

LEADERSHIP

PERSONAL & WORK/LIFE BALANCE

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