Business Owner Assessment Survey

My business allows me to reach my financial dreams?*

I have a clear growth goal, and I am meeting or exceeding it?*

The business allows me to spend time as I please?*

The business is highly marketable and has a distinct value?*

My business doesn't have idle time?*

My business is generating lead growth?*

I know and track my lead conversion rate?*

I have clear sales goals, and I am meeting or exceeding them?*

Customers return to our business and recommend us?*

Our existing contracts are well structured and meet our needs?*

We are maximizing Customer relationship management (crm) tools?*

I am happy with the time I spend Working in the business?*

I am happy about the time I spend RUNNING the business?*

I have enough extra time to do the things I want to do in the business?*

I have enough extra time to do the things I want to do in my personal life?*

My employees and I have great work/life balance?*

The business runs when I'm not there for a DAY?*

The business runs when I'm not there for a WEEK?*

The business runs when I'm not there for a MONTH?*

The business runs when I'm not there for a YEAR?*

I never have to turn away work?*

I have minimal backlogged work?*

My business has clear and well understood goals for each segment of the business?*

Everyone in the business understands and acts on our goals?*

Everyone understands and acts on the mission for their role?*

Sales, Operations and admin functions have clear performance measurement?*

We are not equipment/capital/time constrained?*

As we take on more business, our margins improve?*

My business has a continuity plan?*

As a business owner, I have an exit plan?*

I know the market value of my business?*

Employee morale is consistently very high*

Employees think and act in the company's best interest?*

Employee always independently make the right decisions?*

All employees are developing their experience, skills, responsibilities, understanding of the business as I need them to?*

My business has a written and active succession strategy?*

One or more employees could replace me today? (Skill & Will)*

I have a good understanding of financial documents for my business?*

My business generates sufficient net income?*

My business demonstrates strong revenue growth?*

My business demonstrates strong cash flow?*

My margins are where they need to be?*

Current liabilities are under control and manageable? *

Future liabilities don't pose a risk?*

My business has access to the data we need to be successful?*

My business has access to the tools that we need to be successful?*

Our product offerings are competitive in the industry?*

Our product offerings are varied enough to overcome industry and economic shifts?*