Bula Network Coaching Assessment – A Deeper Dive

This assessment and the information contained herein is PROPRIETARY and CONFIDENTIAL. Bula Network, LLC will not share any of this information, ever! I encourage you to complete this in a single sitting, during a quiet and uninterrupted time. This assessment is designed to provide me with a comprehensive overview, but it's also designed to help you better understand your situation. It will also give us some talking points for future sessions.

Contact Section
Name*
First Last
Email*
Enter Email Confirm Email
Mobile Phone*
Constraints And Bottlenecks
All of us experience challenges that slow us down or stop us dead in our tracks. On a scale of 1 to 5, with 5 being "this is a serious problem" and 1 being "this isn't much of a problem at all" - please rate the following phrases or statements. NOTE: Enter a 0 if it doesn't apply to your situation. Not all questions allow a 0.
Getting new clients*
Please enter a number from 0 to 5.
Keeping in touch with existing clients*
Please enter a number from 0 to 5.
Organizing my schedule and work-flow*
Please enter a number from 1 to 5.
Accomplishing my schedule and work-flow*
Please enter a number from 1 to 5.
Using social / new media or digital marketing*
Please enter a number from 0 to 5.
Effective use of technology to make my work/business more efficient*
Please enter a number from 1 to 5.
Creating/buying profitable products/services to market and sell*
Please enter a number from 0 to 5.
Multiple revenue streams*
Please enter a number from 0 to 5.
Buying cycle (time span from marketing to actual purchase)*
Please enter a number from 0 to 5.
Repeat customers*
Please enter a number from 0 to 5.
Low or no revenue growth*
Please enter a number from 0 to 5.
Pricing my work*
Please enter a number from 0 to 5.
Controlling my costs*
Please enter a number from 0 to 5.
Turning down low profit work*
Please enter a number from 0 to 5.
Self-promotion*
Please enter a number from 1 to 5.
Managing distractions*
Please enter a number from 1 to 5.
Developing new services/products*
Please enter a number from 0 to 5.
Deepening my relationship with existing clients*
Please enter a number from 0 to 5.
Systems to help my business/organization grow or become more efficient*
Please enter a number from 1 to 5.
My family and other personal relationships*
Please enter a number from 1 to 5.
Capital*
Please enter a number from 0 to 5.
Cash flow*
Please enter a number from 0 to 5.
Customer base*
Please enter a number from 0 to 5.
Over-promising and under-delivering*
Please enter a number from 1 to 5.
Managing interruptions*
Please enter a number from 1 to 5.
Effective communication*
Please enter a number from 1 to 5.
Knowing-Doing Gap
Most of us have a wealth of knowledge that we may not be fully using. While it's easy to get hung up thinking about the things we may not know, we can often push forward faster by simply closing the gap between what we already know and what we're neglecting. The following statements are identical to the items in the previous section. Select the answer that best fits your situation.
Getting new clients*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Keeping in touch with existing clients*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Organizing my schedule and work-flow*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Accomplishing my schedule and work-flow*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Using social / new media or digital marketing*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Effective use of technology to make my business/organization more efficient*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Creating/buying products/services to market and sell*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Multiple revenue streams*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Buying cycle (time span from marketing to actual purchase)*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Repeat customers*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Low or no revenue growth*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Pricing my work*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Controlling my costs*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Turning down low profit work*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Self-promotion*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Managing distractions*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Developing new services/products*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Deepening my relationship with existing clients*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Systems to help my business/organization grow/become more efficient*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
My family and other personal relationships*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Capital*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Cash flow*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Customer base*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
- NA
Over-promising and under-delivering*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Managing interruptions*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Effective communications*
- I know enough. I do enough.
- I know enough. I don't do enough.
- I don't know enough. I do what I know.
- I don't know enough. I don't do enough.
Self-Examination
Quite often we struggle to see ourselves accurately. For example, most people hear themselves on an audio recording and immediately say, "That doesn't sound like me!" Meanwhile, all their friends hear it and say, "That's sounds exactly like you." We're simply not used to listening to ourselves. Take a few minutes and carefully answer the following questions with a TRUE or FALSE.
I achieve half of my daily goals by noon each day.*
- True
- False
I do my best work late in the day.*
- True
- False
I often feel like I'm chasing my tail.*
- True
- False
It's difficult for me to see my business/organization/department operating any differently.*
- True
- False
I love what I do, but I hate how inefficient I sometimes am at doing it.*
- True
- False
I hate what I do, but I love how efficient I am at doing it.*
- True
- False
I don't understand social media.*
- True
- False
People tell me I need to blog for business, but I don't have the time.*
- True
- False
- NA
I work hard to make people like me.*
- True
- False
It's important for me to express my opinion.*
- True
- False
Email marketing is critical to my business/organization.*
- True
- False
- NA
I know exactly the kind of help I need to improve my business/organization/department.*
- True
- False
I have some idea of the help I need, but I'm mostly worried about what I don't know.*
- True
- False
I use the term "someday" too much.*
- True
- False
Most months I feel like I earn what I'm worth.*
- True
- False
If I had to choose between TIME and MONEY, I'd choose TIME.*
- True
- False
I work more than 60 hours a week in my business.*
- True
- False
I enjoy collaboration.*
- True
- False
I'm easily distracted.*
- True
- False
I'm most effective when I'm in charge.*
- True
- False
I don't have time to learn the things that might help me.*
- True
- False
I feel like I waste time on social media (Facebook, Twitter, Linkedin, etc.).*
- True
- False
Most of my clients are in the area where I live and work.*
- True
- False
- NA
I have an office or offline location where I regularly interact with customers.*
- True
- False
- NA
Most of my work is done on the phone, not in person.*
- True
- False
I serve mostly individuals, not groups.*
- True
- False
I currently have more time than customers.*
- True
- False
- NA
There's a list of people waiting to do business with me.*
- True
- False
- NA
I get at least one customer complaint a month.*
- True
- False
- NA
I get at least one unsolicited, positive customer testimonial a month.*
- True
- False
- NA
Most of my new customers come from referrals.*
- True
- False
- NA
Technology frustrates me.*
- True
- False
My business is mostly offline.*
- True
- False
- NA
I wish more of my business were online.*
- True
- False
- NA
I sometimes outsource work or the delivery of my work.*
- True
- False
All my clients pay on time, or in advance.*
- True
- False
- NA
My accounts receivables are a real problem.*
- True
- False
- NA
I don't worry too much about expenses if I can increase my revenues.*
- True
- False
- NA
I personally know the top people in my industry.*
- True
- False
The top people in my industry know me by name.*
- True
- False
Nothing in my business is more important than increasing my net income.*
- True
- False
- NA
Life and work balance is not a problem for me.*
- True
- False
I lean on others to help me when I get stuck.*
- True
- False
My business is a constant revenue roller coaster.*
- True
- False
- NA
I'd rather find a free software solution than a paid one.*
- True
- False
Getting To Know You. Getting To Know All About You.
People have different reading, viewing, family and personal habits. These tend to be based on our interests. They serve to help us connect with like-minded people. They also bring us joy and contentment.
Name the last book you read.*
What was the last music you listened to?*
What is your very favorite TV show?*
What is your favorite sport?*
Describe the ideal time with your family or friends.*
When it comes to close friends:*
- I like to have many of them.
- I prefer just a few.
- I'm guarded and have no close friends.
When talking with my friends, I'd rather:*
- Talk on the phone
- Meet them face-to-face
- Use email or social media
- Text
My favorite restaurant is:*
- Locally owned.
- Is part of a chain.
I read this many articles/blog posts every week:*
- 1 to 3
- 4 to 10
- More than 10
- I don't read blogs
If given the choice:*
- I'd rather read a 500 word blog post.
- Watch a 3-minute video.
- Listen to a 3-minute audio.
It absolutely drives me crazy when other people:*
I drive other people crazy whenever I:*
What is the one thing you'd most love to change about yourself?*
About Your Business/Organization
This section is strictly confidential. This entire assessment PRIVATE and only for our potential work together. It's important that I know various things about your business so I can provide high value service to you. The objective is to improve your business. NOTE: Insert NA if it doesn't apply to your situation.
Including you, how many people work in your business/organization/department?*
- I'm a solopreneur. It's just me.
- 2 - 10
- 11 - 50
- Over 50
How many direct reports do you have?*
- None
- 1 - 3
- 4 - 6
- More than 6
What is your primary business?*
Which best describes your business/function?*
How many years have you been in this industry?*
- 1-3
- 4-10
- More than 10
My short-term gross revenue goal INCREASES (the next 3-6 months) are:*
- below $500K
- $501K to $1M
- $1M to $5M
- More than $5M
- N/A (doesn't apply to my situation)
My long-term gross revenue goal INCREASES (the next 12 months) are:*
- below $1M
- $1M to $5M
- $5M to $10M
- More than $10M
- NA (doesn't apply to my situation)
How many people are on your current email list?*
How many active customers do you currently have?*
What's the average gross revenue per customer?*
What's your current gross profit margin?*
What's your current net profit margin?*
Name the one thing that is working BEST in your business/organization today.*
Name the one thing that is positively BROKEN in your business/organization/department today.*
Describe your ideal target customer.*
Describe your BEST method for reaching your target market?*
Describe your primary marketing efforts. Include anything you'd like including sales funnels, referral sources, etc.*
Think about the problems facing your business/organization/department today. Rate your current state of awareness of the constraints (the roadblocks, the bottlenecks).*
- I really have no idea what my problems are.
- I have some idea of what my problems are, but I'm unsure.
- I have a pretty good idea.
- I know exactly what my problems are.
If you had a magic wand, what business problems would you fix today?*
Describe the most urgent and important project that you need help to accomplish. Just describe your top one project - the one you think is most urgent and important right now.*
Select the best answer to describe this project.*
- This project does not have direct revenue implications.
- This project has direct revenue implications.
- I'm not sure, but this project has the potential to generate revenues.
- NA
Describe the time frame for this project. In other words, what's your best case scenario to have this project completed, or this problem solved? Do you have a deadline you'd like to hit? Provide any other details you'd like.
Are there other projects hinging on the successful completion of this project? What are they? Do you have any time tables on those projects? Again, feel free to provide any important details.
Describe anything else you'd like to share that we haven't covered.
Captcha
Thank you!

Contact Section

Constraints And Bottlenecks

Knowing-Doing Gap

Self-Examination

Getting To Know You. Getting To Know All About You.

About Your Business/Organization

Thank you!