1. How much better is your business currently performing financially compared to previous periods?^*

2. Do you have key financial metrics and KPIs which track the health of your business?^*

3. Are you consistently meeting your revenue targets and profit margins?^*

4. Do you have a system in place to measure customer satisfaction?^*

5. How good is your marketing & sales strategy at collecting leads and converting them into customers?^*

BE A PROBLEM SOLVER

1. How well defined is your sales process, which guides your team from initial prospecting, including collaborating CRM, to closing deals?^*

2. How effective is your sales strategy (prospecting & lead generation) at ensuring a steady flow of potential customers into your sales process?^*

3. Do you have a system in place that tracks and analyzes the performance (KPIs) of your sales process, procurement interactions, and pricing strategies?^*

4. How effectively are your communication channels with customers addressing their concerns, facilitating negotiation of terms, and ensuring a smooth procurement and pricing process?^*

5. To what extent is your entire sales team meeting or exceeding their respective sales goals and objectives while effectively utilizing your CRM to maximize results?^*

BETTER SALES^*

1. To what extent have you identified a distinct niche for your product/service, allowing you to minimize price competition?^*

2. How consistently do you track your leads, conversion rates, and the number of transactions per client using your CRM?^*

3. How consistently and effectively do you educate your clients on the core benefits (the "why") of your product and/or service?^*

4. To what extent does every member of your team understand your unique selling proposition (USP)?^*

5. How comprehensively is your marketing campaign managed (whether internally or by an outside agency) to ensure all potential avenues are explored?^*

BETTER MARKETING

1. How regularly do you survey your clients to gather feedback on how you can better serve their needs?^*

2. How effectively do you analyze mistakes, both at a company and individual level, to facilitate learning and improvement?^*

3. Are you striving for excellence plus one percent?^*

4. Do you believe that serving the client is as important or even more important than making the sale?^*

5. To what extent do your clients actively engage with you as a trusted advisor and partner in solving their problems?
^*

CUSTOMER EXPERIENCE

1. How clearly defined are the operational goals and standards for your business?^*

2. How efficient and well-documented are the processes and procedures you have in place to streamline your operations?^*

3. How regularly and effectively are you measuring and analyzing key operational performance indicators (KPIs) to track progress and identify areas for improvement?^*

4. How actively are you seeking and implementing innovative solutions and technologies to drive operational excellence within your business?^*

5. How much do you currently prioritize employee training and development?^*

BETTER OPERATIONS^*

1. How closely does your team operate in alignment with a written annual budget?^*

2. How clearly defined are your budgeting processes, and how consistently are they adhered to?^*

3. Do you complete financial statements monthly and on time?^*

4. How consistently are your loan payments kept current and in full compliance with your loan agreements?^*

5. Are you known for routinely paying supplier and service providers’ invoices on time?^*

BETTER BOTTOM LINE^*

1. How much does your company culture encourage teamwork and working together?^*

2. How often do you encourage employees to take responsibility and make their own decisions?^*

3. How open and honest is communication within your company?^*

4. How well are your employees recognized and rewarded for their work?^*

5. How well does your company support a good balance between work and personal life for your employees?^*

BETTER CULTURE^*

1. How well do your unique business offerings (Blue Ocean Strategy) set you apart from competitors?^*

2. How clearly can you describe the specific problems or frustrations your business solves for your customers?^*

3. How much does your business use advanced technology, new ideas, or research to gain an advantage over competitors?^*

4. How actively does your business form partnerships or work with others to improve what you can do or offer?^*

5. Does your business provide outstanding customer service or support that makes you stand out in your industry?^*

BETTER BUSINESS VALUE^*

Total Score

Summary

Fullname

Business Name^*

Email