Business Self-Assessment

First Name *

Last Name

Title

Company

Address

City

State

Zip

Phone *

Email *

Do you wish to receive future emails from us concerning marketing and business training and support? *

Yes
No

Describe your business: What type of products and/or services do you provide?

How do you market your business now?

Which of your current marketing programs or strategies bring in the most customers?

What do you feel is working best in your business right now?

What do you feel is not working in your business right now?

What is the number one thing you want to improve in your business?

How many employees to you have?

What is your biggest challenge?

On average, how much do you spend each month on marketing and advertising?

Do you have a customer database?

Yes
No

If you have a customer database, how often do you use it?

Daily
A couple times a week
A couple times a month
Rarely
Never

Do you have a... (check all that apply)

Website
Blog
Autoresponder
Email newsletter

What kind of accounting software do you use?

Do you use a CRM?

Yes
No
Don't know what that is

Describe how you stay in touch with your existing customers.

How many active customers do you currently have?

What is the average lifetime value of one of your customers? Approximate this by taking your average ticket item and multiplying it by how many times your customer potentially can purchase your product or service.

Which of the following social media do you use to market your business? (check all that apply)

Which of the following location-based and review websites do you use to market your business? (check all that apply)

Do you have a person or company manager your business' social media accounts?

Yes
No

Describe your perfect day in your business or work.

Outside of normal business hours, how many hours a week do you work for your business?

What sort of work do you do for the business outside of business hours?

Where do you this additional work for your business? (check all that apply)

On the business premises
At home
From another office

How important is the support of your family when running a small business?

	1	2	3	4	5
Not important at all						Extremely important

Running a small business is

	1	2	3	4	5
Easier than I expected						Harder than I expected

Explain your response to the previous question about running a small business.

If you could start over, would you go into the same sort of business again?

Yes
No

Explain your response to the previous question about starting a small business.

How difficult is it to retain a qualified, dependable staff/employees?

	1	2	3	4	5
Not at all difficult						Extremely difficult

How long do you intend to stay in your current business?

Less than 1 year
1-2 years
3-5 years
5-10 years
>10 years

Describe the types of advertising you use to promote your business.

What sort of training/education did you obtain prior to starting your business?

What advice would you give someone who wants to start their own business?

What type of business do you have? (chose all that apply)

Sole-proprietorship
Limited liability corporation
S-Corporation
Franchise
Independent Distributorship

If you own a franchise, what do you perceive to be the benefits over other forms of businesses?

How much do you feel you know about what is happening in your business?

	1	2	3	4	5
I don't have any idea						I am in total control

Are you making money with your business?

Yes
No

What is your customers' attitude toward your business?

How happy are you with your business?

	1	2	3	4	5
Not happy at all						Extremely happy

Is your business growing or declining?

	1	2	3	4	5
Considerably Declining						Considerably Growing

Describe how you tend to run your business.

	1	2	3	4	5
I just let it happen						I plan for the future

How would you describe your business' cash flow?

	1	2	3	4	5
Never have cash flow problems						Always have cash flow problems

Do you want to or plan to expand your business?

Yes
No

What will advances in technology do for your business?

Describe the financial condition of your company.

What trends are happening in your industry that could effect your business?

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Business Self-Assessment

To help us better understand your business and your professional needs, please fill out the following self-assessment form. One of our experts will contact you to discuss the results.