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Version2.001&nrt&0&N&<h3>Business Basics</h3>1) Describe what business you are in (Services, Financial, Retail, etc...)?&1000&&&&&&P1.0&&&&&1&&&N.&&
Version2.002&nrt&0&N&2) How long have you been in business?&1000&&&&&&P1.0&&&&&1&&&N.&&
Version2.003&mcm&2&N&3) Who are your clients/customers?&&Business-to-business.;Business-to-consumer.;Business-to-government.;Business-to-Non-Government Organization.;Business-to-Non-Profit;&&&&a&P1.0&&&&&4&&&N.&&
Version2.004&mcm&2&N&4) Where are your clients located?&&Local.;Regional.;National.;International.;Virtual.;All of the above.;&&&&a&P1.0&&&&&5&&&N.&&
Version2.005&nrt&2&Y&5) Describe your target market (age group, industries, needs, etc.).&1000&&&&&&P2.0&&&&&1&&&N.&&
Version2.006&mcm&0&Y&6) How do you get the majority of your clients/customers? (check as many as necessary)&&Word of Mouth.;Referrals.;Reputation.;Website.;Social Media.;Direct Mail.;Advertising.;TV.;Radio.;Telemarketing.;Other.;&&&&a&P2.0&&&&&1&&&N.&&
Version2.007&nrt&0&N&5) What is your approximate annual revenue?&100&&&&&&P3.0&&&&&1&&&N.&&
Version2.008&mcs&0&N&6) Revenue in the past 3-5 years is:&&Increasing.;Decreasing.;Static.;&&&&a&P3.0&&&&&1:v&&&N.&&
Version2.009&nrt&0&N&7) If your revenue has been stable, how many years has it been so?    &1000&&&&&&P3.0&&&&&1&&&N.&&
Version2.010&nrt&0&N&8) What is your current profit margin?&100&&&&&&P3.0&&&&&1&&&N.&&
Version2.011&esa&0&N&9) What is your historical profit margin over the last 3-5 years?&1&&&&&&P4.0&&&&&1&&&N.&&
Version2.012&mcs&0&N&9a) This profit margin:&&Exceeded my goals.;Met my goals.;Fell short of my goals.;&&&&a&P4.0&&&&&1:v&&&N.&&
Version2.013&nrt&0&N&10) What is your annual salary?&100&&&&&&P4.0&&&&&1&&&N.&&
Version2.014&mcs&0&N&11) How many employees do you have?&&Just Me;Outsourced Support (admin, accounting, HR, social media, technology, etc.);Partners;1-3;4-10;11-50;51-100;100+;&&&&a&P4.0&&&&&1:v&&&N.&&
Version2.015&mcs&0&Y&14) How many Partners/Employees (not including yourself) are in decision-making roles with budget/spending authority?&&0;1;2-4;5-10;10+;&&&&a&P4.0&&&&&1:v&&&N.&&
Version2.016&mcm&0&N&12) Do you have benchmark goals for your business? <i>(please mark all that apply)</i>&&Yes - Financial.;Yes - Marketing.;Yes - Strategic Plan.;Yes - HR.;Yes - Operations Plan.;Yes - Technology;Yes - Facilities/Space;Yes - Other.;No.;&&&&a&P4.0&&&&&1&&&N.&&
Version2.017&mcm&0&N&13) What type of reports do you review on a regular basis?&&Profit and Loss ;Cash Flow;Balance Sheet.;Projections.;Budget.;Sales.;Customer Satisfaction.;Market Analytics.;Key Metrics.;Other.;&&&&a&P4.0&&&&&1&&&N.&&
Version2.018&mcm&0&Y&15) What processes do you have documented and/or engage in regularly?&&Organization chart.;Succession Plan.;Disaster Preparedness Plan.;Insurance Plan.;Executive meetings.;Sales Meetings.;Staff Meetings.;Job Descriptions.;Performance Reviews.;Training.;Other;&&&&a&P4.0&&&&&1&&&N.&&
Version2.019&mcm&0&Y&<h3>What's Been Tried</h3>1) What marketing efforts have you tried?&&Word of Mouth.;Referrals.;Reputation.;Website.;Social Media.;Direct Mail.;Print Advertising.;TV.;Radio.;Telemarketing.;Other.;&&&&a&P5.0&&&&&1&&&N.&&
Version2.020&mcs&0&Y&2) What are the results of your marketing efforts?  &&Outstanding.;Good.;Fair.;Poor.;Nothing.;Don't know.;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.021&nrt&0&&1) What new products/services have you marketed in the last 3 years if any? &1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.022&nrt&0&N&2) What new markets have you taken your products/services into?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.023&nrt&0&N&3) What major initiatives have you undertaken over the past 5 years with the goal of growing your business? (e.g. advertising campaign, new hires, restructure of company, new markets, etc.)?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.024&nrt&0&N&3a) How much capital did you invest in those initiatives?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.025&nrt&0&N&3b) How much time was invested in those initiatives?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.026&nrt&0&N&3c) What impact did these initiatives have on your revenue?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.027&nrt&0&N&3d) What impact did these initiatives have on your profit margin?&1000&&&&&&P5.0&&&&&1&&&N.&&
Version2.028&mcs&0&N&4a) What percent of your budget have you historically spent in Technology and systems?&&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.029&nrt&0&&4b)If you recently invested in a Technology initiative, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.030&mcs&0&N&5a) What percent of your budget have you historically spent on Infrastructure minus technology?&&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.031&nrt&0&N&(5b) If you recently invested in Infrastructure (minus technology), what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.032&mcs&0&N&6a) What percent of your budget have you historically spent on Recruiting and Hiring? &&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.033&nrt&0&N&6b) If you recently invested in Recruiting and Hiring, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.034&mcs&0&N&7a) What percent of your budget have you historically spent on Training and Development? &&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.035&nrt&0&N&7b) If you recently invested in Training and Development, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.036&mcs&0&N&8a) What percent of your budget have you historically spent on Vision and Planning? &&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.037&nrt&0&N&8b) If you recently invested in a Vision and Planning initiative, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.038&mcs&0&N&9a) What percent of your budget have you historically spent on Executive Coaching and your personal development? &&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.039&nrt&0&N&9b) If you recently invested in Executive Coaching and personal development, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.040&mcs&0&N&10a) What percent of your budget have you historically spent on Research and Development? &&0%;1-4%;5-10%;10-20%;20-25%;>25%;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.041&nrt&0&N&10b) If you recently invested in Research and Development, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.042&mcs&0&N&11a) What percent of your budget have you historically invested in Marketing?&&0%;1-4%;5-10%;10-20%;20-25%;>25%;;&&&&a&P5.0&&&&&1:v&&&N.&&
Version2.043&nrt&0&N&11b) If you recently invested in Marketing, what percent over your historical number did you invest?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.044&nrt&0&N&12a) Are there any other initiatives that you have tried?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.045&nrt&0&N&12b) How much was invested in those initiatives?&&&&&&&P5.0&&&&&1&&&N.&&
Version2.046&mcm&0&N&<h3>Personal Satisfaction and Business Outlook</h3>1) Why is now a critical time to assess the success of your business?&&Hours.;Family.;Health.;Feeling stalled.;Money.;Financing.;Frustration.;Urgency.;Other.;&&&&a&P1.0&&&&&1&&&N.&&
Version2.047&mcs&0&N&2) What has your experience been as a business owner? &&Highly Satisfying.;Satisfying.;Challenging in a good way;Challenging in a bad way;;Frustrating.;Painful.;Other.;&&&&a&P6.0&&&&&1:v&&&N.&&
Version2.048&mcs&0&&3) How close have you come to reaching your original business goals?&&Nailed it.;Coming close.;Not even close.;Goals?;&&&&a&P6.0&&&&&1&&&N&&
Version2.049&mcs&0&&4) How stuck do you feel?&&I'm moving right along but curious.;Making slow progress.;I am spinning my wheels.;Everyday is uphill.;I can't tell you the last time I moved.;&&&&a&P6.0&&&&&1&&&N&&
Version2.050&mcs&0&N&5) How fast do you need something to happen?&&Yesterday.;This week.;This quarter.;This year.;No rush, I'll get there.;I have a specific time frame in mind.;&&&&a&P6.0&&&&&1:v&&&Y.&&
Version2.051&mcs&0&&6) How do you feel about your employees and managers?&&Highly and successfully engaged without direction from me.;We work as a team.;With direction, they're mostly competent.;Frustrated most of the time.;We cannot seem to pull together.;I'd be better off working alone.;&&&&a&P6.0&&&&&1&&&N&&
Version2.052&nrt&0&Y&7) Describe in a few words the attitude and culture within your organization.&1000&&&&&&P6.0&&&&&1&&&N.&&
Version2.053&mcs&0&&7) What best describes the amount of time you have to think strategically versus putting out fires and being in the weeds?&&I spend time each day thinking strategically.;I set aside time each week.;I think about it once a quarter;I do an annual plan;I can't recall when I last had a minute to think;&&&&a&P6.0&&&&&1&&&N.&&
Version2.054&mcs&0&N&8) How certain do you feel about achieving your financial goals annually and for the future? &&Certain.;Anxious but hopeful.;Questionable.;Doubtful.;Fearful.;&&&&a&P6.0&&&&&1:v&&&N.&&
Version2.055&mcs&0&&9) How capable are you of currently funding a new initiative?&&Very;Somewhat;Reluctantly;Not right now;&&&&a&P6.0&&&&&1&&&N.&&
Version2.056&mcs&0&&10) How open are you to full disclosure of information on your business in order to get effective assistance?&&Fully.;Mostly.;If I must.;Not at all.;&&&&a&P6.0&&&&&1&&&N.&&
Version2.057&nrt&0&N&<h3>Desired State</h3>1) What percent of revenue growth do you want to achieve annually? &100&&&&&&P7.0&&&&&1&&&N.&&
Version2.058&nrt&0&N&2) What percent of profit margin growth do you want to achieve annually? &100&&&&&&P7.0&&&&&1&&&N.&&
Version2.059&mcs&0&N&3) In the future, I want to describe my relationship with my business as:&&Married to it;Present daily but not making every decision;Strategic;Acting as a chairman/advisor;No longer involved;&&&&a&P7.0&&&&&1:v&&&N.&&
Version2.060&nrt&0&N&4) Describe how you would like your business to make me feel in the future.&100&&&&&&P7.0&&&&&1&&&N.&&
Version2.061&nrt&0&N&5) Another question to assess desired state? &100&&&&&&P7.0&&&&&1&&&N.&&
Version2.062&nrt&0&N&6) Another question about desired state?&100&&&&&&P7.0&&&&&1&&&N.&&
Version2.063&mcs&2&N&7) What is your satisfaction with your market share? &&We own it.;We own a good part of it.;There is more that we can capture.;We own very little.;What market share?;&&&&a&P3.0&&&&&1:v&&&N&&
Version2.064&nrt&0&N&8) How much of your market share would you like to own?&10000&&&&&&P7.0&&&&&1&&&N.&&
Version2.065&nrt&0&N&9) Please tell us about anything we haven't asked about - special circumstances, issues, etc.&&&&&&&P5.0&&&&&1&&&N.&&