Email
*
Number of salaried employees
*
Name of CRM used
*
Email Hosting System
Financial Accounting Software
Where do your processes reside?
*
CRM
Visual flow chart
Word document
In our minds
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Is your executive team ASKING for improvement changes?
*
Yes
No
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Do you have a visual Organization Chart?
*
Yes
No
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What learning tool(s) have you used with your employees, if any?
*
DISC
Gallup
Kantor (Psychological Safety)
Brene Brown (Bravery)
Love Language (Form of Appreciation)
Kolbe
Hogan
PXT
Foursite
Used something but can't remember
None
Where do your firm job descriptions reside?
*
HR System
Word Document
In our minds
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Please select any outside providers you have retained
Bookkeeper
Graphic Designer
Accountant
Website Designer
IT Firm
Business Attorney
Employment Attorney
Personal Coach
Business Coach
Business Psychologist
Marketing Firm
Solicitor
Ghost Writer
Other
None
Number of client relationships
*
How often do your leaders say: shouldn't, can't, won't, or wouldn't
*
Daily
Once a week
Once a month
Once a quarter
Once a year
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Are Prospect, New Client, and Ongoing Service procedures embedded in CRM workflows and being followed by the team?*
In the CRM, being followed
In the CRM, not being followed
Not in the CRM
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Does your team use collaborative, online software to co-design processes, track business initiatives, or asynchronously communicate ideas?
Yes
No
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Do you have a one-page document that explains your services to potential clients?
*
Yes
No
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Does your business have a team member that excels in leading the team and holding them accountable?
*
Yes
No
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Do your leaders believe you should always be improving?
*
Yes
No
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Does everyone, including owners, have a written job description that includes responsibilities, career path preference, and learning goals?
*
Yes
No
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Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
*
Yes
No
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Do you have a written marketing plan with dates, assignment of work, and metrics reports?
*
Yes
No
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Have you projected next year's income, expenses, and included additional income and expenses that may occur due to expansion of client base, new hires, and initiatives?
*
Yes
No
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Do you have a document (aka. map) showing your software programs and data flows among them?
*
Yes
No
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Are your services and method of contact easily viewable on mobile devices?
*
Yes
No
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Have your owner(s) ever worked with a business coach, business psychologist, or joined a peer coaching group?
*
Yes
No
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Do you have a written training process for new hires?
*
Yes
No
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Do you have a documented Communications Protocol?
*
A Communication Protocol is a document that tells the team what software/method to use for urgent, same day, next day, next week, and future communications (ie. cell phone text, IM chat, email, CRM task, etc.)
Yes
No
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How broad is your client base?
*
Yes
No
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Is anyone suffering from burnout?
*
Yes
No
Unsure
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Previous year's gross revenue
*
What is your owner(s) exit strategy?
*
What might hold you back from making changes?
*
What would your team say about your leadership within the organization?
*
What is your growth strategy
*
Organic
Merger
Acquisition
I have no idea
Please select the below areas for improvement specific to your firm
*
Business plan and priorities
Processes
Productivity
Profits/Compensation
Pace of Growth
Talent
Tech Utilization
Managing through change
Leadership/C Suite Mindset and Management Skills
Team Communication
Other
Do your Client Managers think in terms of process and naturally seek methods to reduce the work?
*
Yes
No
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Are your Leaders open or focused?
They are open to exploring and modifying their attitude, behaviors, and mindset
They are focused on exact tactics to improve and want experts to deliver the advice
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Do you have a written document describing your client segments, services provided to each, team members involved, and fees?
*
Yes
No
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Are the majority of your executives and employees critical thinkers?
*
Yes
No
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What is the most popular form of communication used among the staff (internal communications)?
*
Email
IM Chat
Call
CRM Task
Verbal (pop into doorway to share thought, question)
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How often does your team meet to review outstanding tasks and projects?
*
Annually
Quarterly
Monthly
Weekly
Daily
We haven't done this type of meeting (yet)
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