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.

How Healthy Is Your Business

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?

Question 1 of 33.

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

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Question 2 of 33.

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

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Question 3 of 33.

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

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Question 4 of 33.

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

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Question 5 of 33.

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

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Question 6 of 33.

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?

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Question 7 of 33.

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

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Question 8 of 33.

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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Question 9 of 33.

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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Question 10 of 33.

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?

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Question 11 of 33.

Your customers can easily name the problem your company solves

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Question 12 of 33.

Potential customers easily understand what steps they need to take to start doing business with you.

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Question 13 of 33.

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.

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Question 14 of 33.

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?

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Question 15 of 33.

We have a robust customer database and a well-defined process to move our customers through the sales cycle.

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Question 16 of 33.

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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Question 17 of 33.

We invite our customers into a consistent story in all our marketing collateral (website, email marketing, lead generators, social media, etc)

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Question 18 of 33.

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?

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Question 19 of 33.

Your communication campaign (i.e. speeches, videos, emails, social media posts and press releases) has a unified and repeated message that engages the audience.

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Question 20 of 33.

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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Question 21 of 33.

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

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Question 22 of 33.

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?

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Question 23 of 33.

How often do you and your team members make an opening offer?

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Question 24 of 33.

When negotiating, how often do you consider non-monetary incentives that might make the deal more attractive?

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Question 25 of 33.

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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Question 26 of 33.

Sales - Do you have a dedicated salesperson or sales team?

Are you running a proven sales system that increases your close ratio?

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Question 27 of 33.

Do your sales representatives know what questions to ask leads to assess which leads are most qualified to make a purchase?

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Question 28 of 33.

Do you currently have a pipeline of leads you are carefully measuring as they evolve toward making a purchase commitment?

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Question 29 of 33.

Do your sales representatives follow a proven framework that makes the customer the hero of their own story?

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Question 30 of 33.

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?

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Question 31 of 33.

Does each team member know what their most important repeatable tasks are to insure the achievement of the mission?

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Question 32 of 33.

Is the compensation package you offer each team member tied to the accomplishment of their primary objectives and tasks?

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Question 33 of 33.

Do you conduct daily standup meetings that keep your team on track and moving foward?

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How Healthy Is Your Business?


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