Contact Section Name * 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 * Keeping in touch with existing clients * Organizing my schedule and work-flow * Accomplishing my schedule and work-flow * Using social / new media or digital marketing * Effective use of technology to make my work/business more efficient * Creating/buying profitable products/services to market and sell * Multiple revenue streams * Buying cycle (time span from marketing to actual purchase) * Repeat customers * Low or no revenue growth * Pricing my work * Controlling my costs * Turning down low profit work * Self-promotion * Managing distractions * Developing new services/products * Deepening my relationship with existing clients * Systems to help my business/organization grow or become more efficient * My family and other personal relationships * Capital * Cash flow * Customer base * Over-promising and under-delivering * Managing interruptions * Effective communication * 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 * Keeping in touch with existing clients * Organizing my schedule and work-flow * Accomplishing my schedule and work-flow * Using social / new media or digital marketing * Effective use of technology to make my business/organization more efficient * Creating/buying products/services to market and sell * Multiple revenue streams * Buying cycle (time span from marketing to actual purchase) * Repeat customers * Low or no revenue growth * Pricing my work * Controlling my costs * Turning down low profit work * Self-promotion * Managing distractions * Developing new services/products * Deepening my relationship with existing clients * Systems to help my business/organization grow/become more efficient * My family and other personal relationships * Capital * Cash flow * Customer base * Over-promising and under-delivering * Managing interruptions * Effective communications * 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. * I do my best work late in the day. * I often feel like I'm chasing my tail. * It's difficult for me to see my business/organization/department operating any differently. * I love what I do, but I hate how inefficient I sometimes am at doing it. * I hate what I do, but I love how efficient I am at doing it. * I don't understand social media. * People tell me I need to blog for business, but I don't have the time. * I work hard to make people like me. * It's important for me to express my opinion. * Email marketing is critical to my business/organization. * I know exactly the kind of help I need to improve my business/organization/department. * I have some idea of the help I need, but I'm mostly worried about what I don't know. * I use the term "someday" too much. * Most months I feel like I earn what I'm worth. * If I had to choose between TIME and MONEY, I'd choose TIME. * I work more than 60 hours a week in my business. * I enjoy collaboration. * I'm easily distracted. * I'm most effective when I'm in charge. * I don't have time to learn the things that might help me. * I feel like I waste time on social media (Facebook, Twitter, Linkedin, etc.). * Most of my clients are in the area where I live and work. * I have an office or offline location where I regularly interact with customers. * Most of my work is done on the phone, not in person. * I serve mostly individuals, not groups. * I currently have more time than customers. * There's a list of people waiting to do business with me. * I get at least one customer complaint a month. * I get at least one unsolicited, positive customer testimonial a month. * Most of my new customers come from referrals. * Technology frustrates me. * My business is mostly offline. * I wish more of my business were online. * I sometimes outsource work or the delivery of my work. * All my clients pay on time, or in advance. * My accounts receivables are a real problem. * I don't worry too much about expenses if I can increase my revenues. * I personally know the top people in my industry. * The top people in my industry know me by name. * Nothing in my business is more important than increasing my net income. * Life and work balance is not a problem for me. * I lean on others to help me when I get stuck. * My business is a constant revenue roller coaster. * I'd rather find a free software solution than a paid one. * 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: * When talking with my friends, I'd rather: * My favorite restaurant is: * I read this many articles/blog posts every week: * If given the choice: * 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? * How many direct reports do you have? * What is your primary business? * Which best describes your business/function? * B2B / Service B2B / Product B2B / Service & Product B2C / Service B2C / Product B2C / Service & Product Education Non-Profit or Government How many years have you been in this industry? * My short-term gross revenue goal INCREASES (the next 3-6 months) are: * My long-term gross revenue goal INCREASES (the next 12 months) are: * 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). * 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. * 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!