Business Health Assessment Call with Jen Goldman

Email *

Number of salaried employees *

Name of CRM used *

Email Hosting System *

Financial Accounting Software *

Where do your processes reside? *

Is your executive team ASKING for improvement changes? *

Do you have a visual Organization Chart? *

Where do your firm job descriptions reside? *

Number of client relationships *

Are Prospect, New Client, and Ongoing Service procedures embedded in CRM workflows and being followed by the team? *

Does your team use collaborative, online software to co-design processes, track business initiatives, or asynchronously communicate ideas? *

Do you have a one-page document that explains your services to potential clients? *

Does your business have a team member that excels in leading the team and holding them accountable? *

Do your leaders believe you should always be improving? *

Does everyone, including owners, have a written job description that includes responsibilities, career path preference, and learning goals? *

Do you have a written compensation, bonus, and incentive model that is easy for staff to understand? *

Do you have a written marketing plan with dates, assignment of work, and metrics reports? *

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? *

Do you have a document (aka. map) showing your software programs and data flows among them? *

Are your services and method of contact easily viewable on mobile devices? *

Have your owner(s) ever worked with a business coach, business psychologist, or joined a peer coaching group? *

Do you have a written training process for new hires? *

Do you have a documented Communications Protocol? *

How broad is your client base? *

Is anyone suffering from burnout? *

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

Do your Client Managers think in terms of process and naturally seek methods to reduce the work? *

Are your Leaders open or focused? *

Do you have a written document describing your client segments, services provided to each, team members involved, and fees? *

Are the majority of your executives and employees critical thinkers? *

How often does your team meet to review business successes, current initiatives, and future goals? *

How often does your team meet to review outstanding tasks and projects? *

Is there anything else we should know about your firm? *

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