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[Strategy]

Company DNA

Are you and your team clear on your company DNA including your values, mission and vision?

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[Strategy]

Are you and your team clear on the goals for your business and what you are striving to achieve?

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[Strategy]

Strategic Management

Do you have strategic management in place that guides your business to achieve its vision?

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[Strategy]

Market Positioning

Does your business model position you to compete effectively in your market against your competitors?

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[Strategy]

Business Structure

Is your business structured in the most effective way to achieve your goals?

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[Strategy]

Is your current organizational chart making the most of the team you have?

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[Strategy]

Performance Metrics

Are you clear on the key metrics that inform you how your business is performing?

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[Strategy]

Do you actively monitor the key metrics in your business and take action when required?

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[Strategy]

Do you have a dashboard that provides you visibility on key elements of your business?

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[Strategy]

Risk

Do you understand the key risks to your business and have mitigation strategies in place?

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[Strategy]

Scaling

Do you have a strategy for the growth and scaling of your business?

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[Strategy]

Acquisition & Exit

Do you have a clear end game for your business?

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[Strategy]

Do you have a succession plan and exit options available to you?

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[Prepare-Offer]

Market Positioning

Are you crystal clear on your clients' pains and desires and what motivates them to buy?

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[Prepare-Offer]

Do you understand the competitive landscape of your industry/competition?

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[Prepare-Offer]

Offer Development

Do you have a plan to dominate the space you are competing in?

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[Prepare-Offer]

Do you have a process to create and continually improve your offers?

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[Prepare-Offer]

Do you regularly analyze your sales and determine how to maximize wallet share of your customers?

1 2 3 4 5

[Prepare-Offer]

MVP

Do you have a MVP identification, validation and development framework?

1 2 3 4 5

[Prepare-Offer]

Offer Positioning

Do you know how and where to position your business to achieve your vision?

1 2 3 4 5

[Prepare-Offer]

Pricing Strategy

Are you clear on the best pricing strategy to maximize sales?

1 2 3 4 5

[Prepare-Offer]

Are you clear on how to price your product stack for maximum profit?

1 2 3 4 5

[Prepare-Offer]

Offer Lifecycle Management

Are you maximizing the ongoing development, packaging and positioning of your offers?

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[Prepare-Offer]

Are you effectively managing the lifecycle of your offers?

1 2 3 4 5

[Prepare-Finance]

Financial Planning & Budgeting

Are your financial plans enabling your business success?

1 2 3 4 5

[Prepare-Finance]

Does your budgeting allow you to make quick and effective decisions about the growth of your business?

1 2 3 4 5

[Prepare-Finance]

Financial Statements & Analysis

Do you understand and utilize the key financial statements for your business?

1 2 3 4 5

[Prepare-Finance]

Financial Monitoring

Are you monitoring and taking action on key financial metrics in your business?

1 2 3 4 5

[Prepare-Finance]

Finance Functions

Are your finance functions running optimally and effectively supporting your other business functions?

1 2 3 4 5

[Prepare-Finance]

Are you taking advantage of the learnings that come from your finance functions in your business?

1 2 3 4 5

[Prepare-Finance]

Tax & Compliance

Do you have a system in place to ensure you can meet your tax obligations?

1 2 3 4 5

[Prepare-Finance]

Are you applying smart tax strategies to your business?

1 2 3 4 5

[Prepare-Finance]

Are your compliance requirements being meet?

1 2 3 4 5

[Prepare-Finance]

Growth Channels

Are you aware of and taking advantage of the growth channels available to you?

1 2 3 4 5

[Connect-Marketing]

Strategy & Planning

Do you have a strong marketing strategy that will generate the interest you need in your business to achieve your goals?

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[Connect-Marketing]

Are you clear on who and how your team will execute your marketing plan?

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[Connect-Marketing]

Positioning & Branding

Do you have a strong brand with a clear brand identity?

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[Connect-Marketing]

Have you secured strategic partnerships to elevate your brand?

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[Connect-Marketing]

Do you have a systematic approach to capture and promote your raving fans?

1 2 3 4 5

[Connect-Marketing]

Marketing Channels

Do you understand the marketing channels available to you and which ones are best suited to help you achieve your marketing goals?

1 2 3 4 5

[Connect-Marketing]

Marketing Execution

Do you have a clear marketing execution plan that your team can easily follow?

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[Connect-Marketing]

Are you constantly identifying and implementing automation as part of your marketing strategy deployment?

1 2 3 4 5

[Connect-Marketing]

Lead Generation & Nurture

Are you effectively generating enough visibility and leads for your ideal customers in your business?

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[Connect-Marketing]

Are you ensuring leads are being nurtured to maximize marketing ROI?

1 2 3 4 5

[Connect-Marketing]

Marketing Metrics

Do you have clear marketing KPIs regularly reported to you and is action taken when required?

1 2 3 4 5

[Connect-Sales]

Sales Pipeline

Does your sales team follow your sales process and is it optimized for your business and your customers?

1 2 3 4 5

[Connect-Sales]

Are you maximizing lead flow to your business?

1 2 3 4 5

[Connect-Sales]

Customer Relationships

Are you effectively communicating your value to your customers and ensuring they are not neglected?

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[Connect-Sales]

Are you effectively nurturing and pitching your value to your customers?

1 2 3 4 5

[Connect-Sales]

Closing

Does your sales team understand your customers' pain and desires and communicate them effectively?

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[Connect-Sales]

Is your sales team positioning your offer to maximize the benefit to your customers and your business?

1 2 3 4 5

[Connect-Sales]

Sales Management

Are your sales systems and procedures optimized to achieve the best outcome?

1 2 3 4 5

[Connect-Sales]

Are you managing and rewarding your sales team to get the most out of them?

1 2 3 4 5

[Connect-Sales]

Team Building

Are you building a team to embed long term success in your market for your business?

1 2 3 4 5

[Connect-Sales]

Sales Metrics & Analytics

Are your sales KPIs reporting to you regularly and is action taken when required?

1 2 3 4 5

[Connect-Sales]

Leveraging Technology

Are you leveraging technology for growth and scale?

1 2 3 4 5

[FulFill-Delivery]

Customer Service

Is your team positioned to deliver outstanding customer service to your customers?

1 2 3 4 5

[FulFill-Delivery]

Are you tracking your customers' satisfaction and continually improving your team's performance?

1 2 3 4 5

[FulFill-Delivery]

Customer Experience

Do your customers have positive and memorable experiences with your business?

1 2 3 4 5

[FulFill-Delivery]

Do you effectively manage your business’s reputation with your customers?

1 2 3 4 5

[FulFill-Delivery]

Fulfillment

Do your customers experience exceptional product or service fulfillment?

1 2 3 4 5

[FulFill-Delivery]

Is your supply chain and delivery partners meeting your and your customers expectations?

1 2 3 4 5

[FulFill-Delivery]

Supply Chain Management

Is your supply chain optimized to get you and your customers the results you want?

1 2 3 4 5

[FulFill-Delivery]

Quality Management

Do you have a culture of quality management and delivery?

1 2 3 4 5

[FulFill-Delivery]

Risk Management

Is your business risk resilient and are you effectively identifying and mitigating your risks?

1 2 3 4 5

[FulFill-Operations]

Tribe

Are you attracting, developing and retaining the best staff in your space?

1 2 3 4 5

[FulFill-Operations]

Is your team in alignment with your company's vision and do you have leaders embedding the right culture for your business?

1 2 3 4 5

[FulFill-Operations]

Strategic Alignment

Are your departments aligned with and constantly delivering your mission and vision?

1 2 3 4 5

[FulFill-Operations]

Does your planning process and delivery empower your team to get the most out of themselves and your company's resources?

1 2 3 4 5

[FulFill-Operations]

Skills & Measurement

Has your business profiled the skills it needs to deliver your products and services masterfully?

1 2 3 4 5

[FulFill-Operations]

Do you have clearly defined roles and responsibilities for each part of your business and your team?

1 2 3 4 5

[FulFill-Operations]

Are you effectively measuring and managing the performance of your team members?

1 2 3 4 5

[FulFill-Operations]

Procedural Power

Does your team have a process for defining and implementing best practice procedures?

1 2 3 4 5

[FulFill-Operations]

Does your business continue to improve the way the team operates?

1 2 3 4 5

[FulFill-Operations]

Innovation & Continual Improvement

Does your business follow a framework for identifying, prioritizing and continually improving all facets of your business?

1 2 3 4 5

[FulFill-Operations]

Does your business value and reward innovation amongst your team?

1 2 3 4 5

[FulFill-Operations]

Does your business have a culture of innovation and improvement?

1 2 3 4 5

[FulFill-Operations]

Business Operations Management

Do you have a plan in place to allow you to operate if key staff or systems are no longer available?

1 2 3 4 5

[FulFill-Operations]

Technology

Are you taking advantage of current technology trends to help you better manage your business?

1 2 3 4 5

[FulFill-Operations]

Legal & Compliance

Are you effectively managing your legal and compliance obligations?

1 2 3 4 5

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