Business Check

First Name *

Last Name *

Title *

Company *

Email *

Phone *

Question 1 of 13 in Identity

How passionate are you about your business?

Very passionate

Mostly passionate

Somewhat passionate

Not very passionate

I've completely lost my passion

Question 2 of 13 in Identity

Is your vision for your business clear?

Yes

In some areas

My vision for the business is not clear and keeps changing

Vision? We don't have one

Question 3 of 13 in Identity

Can you articulate your vision clearly and succinctly for others?

Yes - clearly and succinctly

Somewhat - my vision is clear but takes a long time to articulate

Somewhat - I struggle to articulate my vision clearly

Not at all

Question 4 of 13 in Identity

Is your vision for your business documented?

Yes

Question 5 of 13 in Identity

How excited are others by your vision?

Very excited

Mostly excited

Somewhat excited

Not very excited

Not excited at all

Question 6 of 13 in Identity

Do you have a culture that everyone loves?

Yes

Mostly

In some areas

Not really

No - we haven't developed one

Question 7 of 13 in Identity

Are you clear what success looks like for your business?

Very clear

Mostly clear

Somewhat clear

Not very clear

I have no idea

Question 8 of 13 in Identity

Is your current role within your business the one that you really want?

Yes

Question 9 of 13 in Identity

Is the role you're in the most appropriate for the business?

Yes

Question 10 of 13 in Identity

Are you spending most of your time working 'IN' your business (existing operations), rather than 'ON' (improving) your business?

Rarely

Often

Definitely

Question 11 of 13 in Identity

Do you feel you have the advice and support required to achieve your dream?

Yes

Occasionally

Question 12 of 13 in Identity

How easy is it to attract new employees to your business?

So easy, people approach us

Easy

Occasionally difficult

Difficult

It's really tough

Question 13 of 13 in Identity

Is work-related stress affecting your health?

Rarely

Occasionally

Often

Yes, I'm struggling

Question 1 of 12 in Financials

How concerned are you with the financial management of your business?

No concerns

A few concerns

Some concerns

A lot of concerns

Highly stressed

Question 2 of 12 in Financials

Are you up to date with all your reporting and payment obligations with the ATO and ASIC?

Yes

I don't know

Question 3 of 12 in Financials

Do you keep complete company and financial records for a minimum of 5 years?

Yes

I don't know - someone else handles it

Question 4 of 12 in Financials

How often do you meet with your accountant?

Monthly

Quarterly

Yearly

We never meet

I don't have or need one

Question 5 of 12 in Financials

Do you regularly review accurate financial reports?

Yes - Monthly

Yes - Quarterly

Only when there's an issue

No - I don't have or use reports

Question 6 of 12 in Financials

Do you understand those reports?

Yes

Somewhat

Question 7 of 12 in Financials

How often do you monitor debtors?

We don't have debtors

Weekly

Monthly

Quarterly

Less often

Question 8 of 12 in Financials

How is your relationship with suppliers?

Great - we pay on time and our suppliers love us

Pretty good - we do pay a little late but suppliers still like us

Average - we manage critical suppliers well but payments to others vary

Poor - we only talk to suppliers when we order or they're chasing payment

Question 9 of 12 in Financials

How detailed is your cashflow forecast for the next 12 weeks?

We use real data and forecast all anticipated cash flows

We try to forecast seasonal variances and big purchases

We forecast based on the prior year

We find forecasting hard and ineffective

We don't forecast at all

Question 10 of 12 in Financials

How detailed is your budget/forecasts for the next 12 months?

Our forecasts and budgets use real data and are revised monthly

Our forecasts and budgets use real data and are revised quarterly

We forecast based on the prior year

We find forecasting hard and ineffective

We don't forecast at all

Question 11 of 12 in Financials

Do you understand how to calculate the true profitability of your products?

Very well

Well

Somewhat

Not really

Not at all

Question 12 of 12 in Financials

Are you clear on what your business 'breakeven' is?

Very clear

Somewhat clear

Not clear

We have no idea

Question 1 of 17 in Marketing

Do you have professional branding, including a style guide for all marketing material?

Yes

Question 2 of 17 in Marketing

Do you have a clearly defined marketing strategy?

Yes -it's written down

Yes - in my head

No - we have some idea

No - we no strategy

Question 3 of 17 in Marketing

Is your marketing strategy linked to results?

All the time

Most of the time

Sometimes

Rarely

Never

Question 4 of 17 in Marketing

Do you know your top three target markets?

Yes

Question 5 of 17 in Marketing

Do you know the lifetime value of your customers?

Yes

Some idea

We could guess

No idea

Question 6 of 17 in Marketing

Do you market to your current customers?

Yes - and it's fully personalised

Yes - but bulk promotions

Yes - but only to win back 'lost' customers

Question 7 of 17 in Marketing

Do you have a Facebook Page for your business?

Yes

Question 8 of 17 in Marketing

Do you have a LinkedIn Page for your business?

Yes

Question 9 of 17 in Marketing

Do you have a blog for your business?

Yes

Question 10 of 17 in Marketing

Do you send newsletters or use direct marketing?

Consistently

Occasionally

Rarely

Question 11 of 17 in Marketing

Do you spend any money on marketing/advertising?

Yes - I have a budget

Yes - ad hoc

Question 12 of 17 in Marketing

Are you doing any digital marketing, such as SEM or advertising, including social media or retargeting?

Yes

Question 13 of 17 in Marketing

Do you know the cost of acquiring a customer?

Yes

Question 14 of 17 in Marketing

Do you know the ROI on your marketing spend?

Yes

Question 15 of 17 in Marketing

Do you have a website for your business?

Yes - it's great and up to date

Yes - it's great but out of date

Yes - it's up to date but needs more features

Yes - it's not the website you want

Question 16 of 17 in Marketing

Is your website easy to find?

Yes

Question 17 of 17 in Marketing

Are you aware of the latest marketing trends?

Yes

Question 1 of 12 in People

Who's responsible for HR?

I am

Full-time staff

Part-time staff

No one

Question 2 of 12 in People

Is your company compliant with all relevant employment laws?

Yes - All

Yes - Some

No - we aren't compliant

I don't know

Question 3 of 12 in People

Do you employ staff under the correct classification (full-time, part-time, casual or contractor)?

Yes

I don't know

Question 4 of 12 in People

Do you have the right people in the right roles?

Yes

Mostly

Occasionally

Rarely

I don't know

Question 5 of 12 in People

Does each role have responsibilities that are clearly defined and agreed?

Yes

Yes - Some areas

Somewhat - no formal agreement

Question 6 of 12 in People

Does your business have policies and procedures?

Yes - documented and followed

Yes - documented but not used

Yes - followed but not documented

No, we don't.

Question 7 of 12 in People

Do you provide ongoing training to staff?

Yes - it's recorded

Yes - not recorded

Question 8 of 12 in People

Are you confidently delegating tasks to your staff?

Yes - and they're performing well

Yes - but it's not working

No - I can't let go

No - I'm not confident they can do it

No - I don't have a team

Question 9 of 12 in People

Are you concerned about staff turnover and absenteeism?

Not at all

Somewhat

Yes

Question 10 of 12 in People

How do you deal with behavioral issues in the business?

Documented process, used well

Informal but staff know who to talk to about it.

Documented process, not used well

No process, we react when necessary

We avoid it

Question 11 of 12 in People

How do you terminate staff?

We follow the contract

We follow policy (we don't have contracts)

We do what we think is right

We avoid it

Question 12 of 12 in People

Do you have a process for staff to raise their concerns?

Yes - it's used well

Yes - but it's not working

Question 1 of 11 in Operations

Do you have written operational procedures?

Yes - comprehensive

Yes - Some

Question 2 of 11 in Operations

Are you satisfied with the technologies you currently use in your business? (i.e software, Wi-Fi speed, cybersecurity, data security, etc.)

Yes - All

Yes - Some

I don't know

Question 3 of 11 in Operations

Is your critical data secure (documents, databases, client information)?

Yes - very secure

Yes - strong in some areas

I think so

Not really - there are gaps

Not at all

Question 4 of 11 in Operations

Do you review your suppliers regularly?

Yes - at least every 6 months

Yes - at least every year

Only when we have supply issues

I don't use a preferred supplier

Question 5 of 11 in Operations

How do you handle your inventory?

Just in time

Order when needed

We never run out

I don't know

Question 6 of 11 in Operations

Do you have a process to review your operational procedures?

Yes - formal review

Yes - informal

Yes - but we don't follow it

Only when needed

Question 7 of 11 in Operations

Do you have a process to review your products or services?

Yes - formal review

Yes - informal

Yes - but we don't follow it

Only when needed

Question 8 of 11 in Operations

Do you have appropriate insurance policies?

Yes - All

Yes - Some

Not sure

Question 9 of 11 in Operations

How would you handle it if a critical person went down?

We have a clear plan

We've thought of what to do

Not sure but we'd handle it

No idea

Question 10 of 11 in Operations

Do you have proper WHS policies in place?

Yes - documented and followed

Yes - documented but not followed

Yes - no documentation but we're all aware

Question 11 of 11 in Operations

How well do your employees understand their WHS responsibilities and are they adhering to them?

Very well

Well

Not well

Not at all

I don't know

Question 1 of 10 in Sales

Do you have an active contact database?

We have a CRM and use it very well

We have a CRM but don't use it to its full potential

We have a CRM but don't use it well

We know our clients but don't have a formal database

Not sure

Question 2 of 10 in Sales

Does your business offer any of the following to your customers?

Rewards

Discounts

Entertainment

Gifts

None of the above

Question 3 of 10 in Sales

Do you measure customer retention rate?

Yes - It's clear

Yes but it's not clear

No - but we have an idea

Question 4 of 10 in Sales

Do you have customer service standards?

Yes - documented and used

Yes - informal but used

Yes - documented not used

Question 5 of 10 in Sales

Do you consider trust to be important for sales?

Yes

Not sure

Question 6 of 10 in Sales

How well does your sales team communicate (internally and externally)?

Very well

Well

Okay

Poorly

Very poorly

Question 7 of 10 in Sales

What ways do you upsell to clients/customers?

In person at checkout or POS

Via email after purchase

On the phone when closing a deal

We don't upsell

I don't know

Question 8 of 10 in Sales

Is your sales/customer service team formally trained in sales?

Yes - the entire team is formally trained

Somewhat - some of the team members are trained

No - no one on the team is formally trained

Question 9 of 10 in Sales

Do you currently use sales scripts in your business?

Yes

Question 10 of 10 in Sales

Do you measure the performance of your employees against their key performance indicators (KPI's)?

Yes - for all employees

Yes - for specific employees (e.g. salespeople)

No - we don't use KPI's

No - we have KPI's but we don't monitor them

Question 1 of 1 in Thanks

Congratulations

You've completed your business check!

Access to your report has been sent to your email.