Take The Evaluation

How many years have you been in business?

< 2 Years

2 Years to 6 Years

6 Years to 12 Years

>12 Years

Your company’s annual revenue is:

< $500K

$500K to $1M

$1M to $2.5M

$2.5M to $5M

$5M to $20M

>$20M

How often have you produced significant annual net profit IN ADDITION to paying owner/employee(s) a market competitive salary?

Never

Sometimes

Mostly

Almost Always

Does your company have a documented sales process?

Yes, our documented sales process is incorporated into every sale.

Yes, our process is documented, but not well followed.

Yes, we have a process, but it is not really documented.

No, our salespeople sell the way they think is best.

Does your company have and use effectively CRM, ERP or HRM systems?

Yes, we have multiple systems that are used as intended.

Yes, we have multiple systems that are underutilized.

Yes, we have a few systems.

No, we do not have those systems yet.

Your training process for new employees is:

Sink or swim

On the job

1-4 weeks of orientation

Formal training process

Does your company have a specified budget that is managed to?

No, managed by owner discretion

No, managers have guidelines

Yes, annual company-wide budget set

Yes, annual departmental budgets set

Yes, quarterly reviewed departmental budgets set

Do you have an accounting of the current value of work-in-process?

Yes, real-time information on WIP

Yes, WIP information is accurate at least monthly

We know the value of inventory in WIP, but not allocated labor

No, we don't have that accounting

Do you feel your staff understands exactly how your company makes a profit?

Yes, most employees are clear and operate on that principle

Yes, all my staff understands, but often seems to have amnesia

My executives are clear, but not all employees

No, only myself and/or a few close executives truly understand

Are you getting the bottom line profit results that you want?

Yes, consistently

Yes, more often than not

No, we fall short too often

If you took your traditional line of credit (not credit cards) as a percentage of your annual sales, what would that be?

<5%

5%-10%

>10%

Do you know what your average account receivables are as a % of annual sales?

Yes, they are less than 10%

Yes, they are more than 10%

No, I'm not sure

Does your company have a regularly updated sales forecast and funnel?

Yes, we have a real-time accurate sales forecast and funnel

We get a good dependable forecast at least monthly

We have a sales forecasting system/process, but it is not accurate enough

No, we depend on meetings to inform us about pending sales

In your company, do you do all the hiring/firing?

Yes

Do you personally have to push people to meet goals?

Yes

How many employees directly report to you?

4 to 5

6 to 7

You know what you should do each day, but how often are you able to actually stay focused on it?

Most of the time I'm able to stay proactive on my agenda

I'm usually able to block enough focus time to accomplish the most important items

I often have to do MY work after-hours

Sometimes I just feel out of control

Is the business creating long-term wealth for you?

Yes, in the way of cash profit/dividends that I am taking out of the company

Yes, in the way of increased equity value (non-public traded) or assets in the company

No, it is paying me quite well, though

Not yet

Can you find any dependable, responsible help when you need it?

Yes, we have on-deck candidates for most of our important positions

Yes, we have generally been able to fill most positions within 6 weeks

No, it usually takes us longer than 6 weeks or the candidates we hire are sub-optimal

No, this is a struggle for us- we sometimes hold onto people too long

Who for sure knows the unique features of your company’s product/service AND the value it brings to customers?

Only I do

Primarily, my sales team and I know

Most of my employees and I know

My customers, employees and I know

Does your company have, distribute, and follow an employee manual?

Yes, we are in full compliance top to bottom

Yes, we have one that we distribute, but we don't always adhere

Yes, but our manual is very basic/generic (not real useful)

No, we do not have an employee manual

If you’re not there, how sure are you that things will get done properly?

95+%

75+%

50/50 proposition

Makes me nervous

Last step to the survey!

Field Name:Email

Field Name:Name

Field Name:Phone

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Strategic Business Growth Cycle Evaluation

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EssentiaBA - Business Growth Cycle Evaluation

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