Test survey

Business Health Survey Form

Name*
First Last
Email*
Company Name
Website*
1. Leadership: Mission Statement and Guiding Principles
Are you and your team on a mission?
You have an inspirational mission statement that everyone on the team has memorized and talks about it regularly.*
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The entire team works together to operate in the same direction, with the same cadence so that you are consistently aligned and get traction on new projects quickly.*
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Your employees clearly understand their role, what they are working towards, and how they are specifically helping the company get there.*
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People want to work for or with your company because your story is important - you have an excellent employee and customer retention rate.*
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You feel connected to the "why" of your work. Your company mission reads like a counter attack against an injustice in the world.*
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2. Personal Productivity
Are you and your team team members able to get more done in less time?
You (and even your team members) have a clearly defined life plan that keeps you focused, in control, and reminds you what your life is all about.*
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You have a goal setting framework and process that helps you organize your time and resources.*
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You (and your team) have a daily planner tool and routines that allow you to prioritize and manage your daily tasks so you get more done.*
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You have a clear understanding of what tasks are primary and what tasks should be considered secondary. You know what to say "YES" to and what opportunities to reject.*
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3. Messaging
Is your company message (story) clear and compelling?
The message that you are communicating is helping customers to understand how we can help them survive and thrive.*
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Your customers can easily name the main problem your comapny solves.*
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Potential customers easily understand what steps they need to take to start doing business with you.*
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When people ask "what do you do?" you can respond with 1-2 clear sentences. It's not complicated or confusing for someone to easily understand.*
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4. Marketing
Are you running a sales funnel that builds trust with customers and brings in revenue?
We have a sales funnel that builds a relationship with the customer and the results exceed our expectations.*
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We have a robust customer database and a well-defined process to move our customers through the sales cycle.*
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We utilize a process that positions our company or brand as a trusted guide and advisor to the customer - the customer is always the hero.*
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We invite our customer into a consistant story in all of our marketing collaterall (website, email marketing, lead generators. social media, etc.)*
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5. Communication
Are you and your team able to communicate clearly about your objective or is everybody suffering through boring, data-heavy presentation?
You have a communication campaign with clear and measurable objectives.*
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Your communication campaign (ie. speeches, videos, emails, social media posts, and press releases) has a unified and repeated message that engages the audience.*
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You have a proven checklist of communication collateral to create for important objectives including speeches, videos, emails, social media posts, and press releases that get noticed and get results.*
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You have a formula to communicate very complicated ideas so that you are fully understood by others, engage an audience, inspire people to take action.*
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6. Negotiation
Can your team members negotiate well on behalf of the company?
When entering into a negotiation, whether with a vendor, customer, or competitor, do you and your team members use a structured negotiation framework?*
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Do you and your team members always make the opening offer?*
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When nogotiating, how often do you consider non-monetary incentives that might make the deal more attractive?*
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Can you and your team members name the two types of negotiation and are you able to identify which one you are in at any given time?*
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7. Sales
Are you running a proven sales system that increases your close ratio?
Do you have a dedicated salesperson or team?*
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Do your sales representative know what questions to ask leads to assess which leads are most qualified to make a purchase?*
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Do you currently have a pipeline of leads you are carefully measuring as they evolve toward making a purchase commitment?*
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Do your sales representatives follow a proven framework that makes the customer the hero of their own story?*
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8. Management and Execution
Are you running a series of meetings and using scorecards and worksheets so your team is executing at the highest level?
Are you holding weekly staff meetings in which you entire team is reminded of the mission?*
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Does your team member know what their most important repeatable tasks are to insure the achievement of the mission?*
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Is the compensation package you offer each team member tied to the accomplishment of their primary objectives and tasks?*
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Do you conduct daily standup meeting that keep your team on track and moving forward?*
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