All the information you provide is completely confidential. It helps me help you, and based on the result trends, it provides direction for my monthly trainings and programs. I always want to know what is most important to the small business community.

I also know that this exercise is of great value to you as well,
as it provides learning and, most likely, some new insight.

Thank you for participating and being a part of my community.

Last Name

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Getting to know you: How long have you been in business?

Getting to know you: What is prompting your action at this time?

Money: How closely do you track all money matters in your business?

I scrutinize all cash flows and pricing meticulously

I have a rough idea of all money matters

I look at my bank account balance

I don't

Money: How profitable are you?

VERY! (I know as I track it)

breaking even (I know as I track it)

not at all (I know as I track it)

the bank account is growing, so I think I am doing ok (not tracked)

Not sure, but I think I am ok (not tracked)

Actually, now that I think about it, I have no clue

Time: How closely do your track your time?

I track it meticulously

I keep an eye on it

I think I am on top of it

I don't

Sales: What is your current conversion rate?

I track it consistently

I track current vs. past year's rate

I think it is pretty good ( not tracked)

Honestly, I have no clue

Team: Tell me about your current staffing

Check all that applies right now and for the remainder of this year

It is currently me, myself and I

I have 1 or more partners.

I am the only employee, however, I have 1-4 outsourced people to help.

We have between 1-3 on the team

WE have 4-7 on the team

We have 8-12 on the team

we have 13 or more on the team

We are intending our hiring more team this year

Team: Tell me about your future plans

Check any or all that applies

We expect to to expand the team some next year

We expect to expand the team significantly next year

We have a 2-5 year team growth plan in place

We will add outsourced and in house team next year and beyond

We wil wit to see where we are next year to make any decisions about adding team

We are remaining the same for the foreseeable future

You: What is your top objective for this year? How far away are you from achieving it?

Finally: How committed are you to your current objectives, as well as growing your business?