Business Health Assessment
How healthy is my business?
When all the parts of your business are healthy and work together, they fuel profitable, sustainable growth. A healthy business creates a work environment where everyone is engaged and thriving.
Just like a human body, a successful business relies on all its parts working together seamlessly. When marketing is weak, sales have to compensate. Likewise, when your mission is not clear, it's like driving in a fog, and teams operate inefficiently and lack confidence.
From marketing to sales, and from leadership to employees, leaders are the vital link that unites them all, driving business towards sustainable growth and success.
It's NOT what you know that matters.
...it's what you actually implement that makes all the difference.
Working with a coach ensures that you follow through and get results.
By taking this assessment you will quickly identify the parts of your business that need immediate attention. When you give those parts of your business the attention they need, you get much better results.
To get started:
- 1
Complete the Business Health Assesment
- 2
Book a time for us to review the results via Zoom
- 3
Co-create a plan to master the skills that will improve key areas of your business
Read each statement and choose the rating that best describes the current state of your business
How Healthy Is Your Business?
A 20-minute test to determine the fitness level of your business
How Healthy Is Your Business?
You have an inspirational mission statement that everyone on the team has memorized and talks about regularly
Choose the number below that best describes the current state of your business
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
Choose the number below that best describes the current state of your business
Your employees clearly understand their role, what they're working towards, and how they are specifically helping the company get there.
Choose the number below that best describes the current state of your business
People want to work for or with your company because your story is important; you have an excellent employee and customer retention rate.
Choose the number below that best describes the current state of your business
You feel connected to the "why" of your work. Your company mission reads like a counter attack against an injustice in the world.
Choose the number below that best describes the current state of your business
Personal Productivity - You have a goal setting framework and process that helps you organize your time and resources
Are you and your team members able to get more done in less time?
You (and even your team members) have a clearly defined plan that keeps you focused, in control, and reminds you what your life is all about.
Choose the number below that best describes the current state of your business
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
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.
Messaging - The message we are communicating is helping customers to understand how we can help them survive and thrive.
Is your company message (story) clear and compelling?
Your customers can easily name the problem your company solves
Potential customers easily understand what steps they need to take to start doing business with you.
When people ask "what to do you do?" you can respond with 1-2 clear sentences. It's not complicated or confusing for someone to easily understand.
Marketing - We have a sales funnel that builds a relationship with the customer and the results exceed our expectations
Are you running a sales funnel that builds trust with customers and brings in revenue?
We have a robust customer database and a well-defined process to move our customers through the sales cycle.
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.
We invite our customers into a consistent story in all our marketing collateral (website, email marketing, lead generators, social media, etc)
Communication - You have a communication campaign with clear, measurable objectives
Are you and your team able to communicate clearly about your objectives or is everybody suffering through boring, data-heavy presentations?
Your communication campaign (i.e. speeches, videos, emails, social media posts and press releases) has a unified and repeated message that engages the audience.
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.
You have a formula that communicates very complicated ideas so that you are fully understood by others, engage an audience, and inspire people to take action
Negotiation - When entering into a negotiation, whether with a vendor, customer, or competitor, do you and your team members use a structured negotiation framework?
Can you and your team members negotiate well on behalf of the company?
How often do you and your team members make an opening offer?
When negotiating, how often do you consider non-monetary incentives that might make the deal more attractive?
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?
Sales - Do you have a dedicated salesperson or sales team?
Are you running a proven sales system that increases your close ratio?
Do your sales representatives know what questions to ask leads to assess which leads are most qualified to make a purchase?
Do you currently have a pipeline of leads you are carefully measuring as they evolve toward making a purchase commitment?
Do your sales representatives follow a proven framework that makes the customer the hero of their own story?
Management and Execution - Are you holding weekly staff meetings in which your entire team is reminded of the mission?
Are you running a series of meetings and using scorecards and worksheets so your team is executing at the highest level?