Business Assessment




    Strategy

    • Our organization has specific, defined core values that guide and inspire us, and we hire and fire according to our values.
      YesSometimesNo
    • Our company vision is documented and communicated companywide. Our vision accurately states where our organization is heading and helps define how we will get there.
      YesSometimesNo
    • We understand what actions or tactics drive healthy company performance for our organization.
      YesSometimesNo




    Process

    • We have our key processes for each department developed and documented. The documentation is accessible to all people who need to understand our processes.
      YesSometimesNo
    • We routinely review our processes for efficacy and modify them when gaps or errors are discovered.
      YesSometimesNo
    • Our team adheres to our processes.
      YesSometimesNo




    Communication

    • We routinely communicate company-wide around the current state of the company, as well as our progress towards our vision.
      YesSometimesNo
    • Our company does not “silo” different parts of the organization – we all communicate freely with each other as needed.
      YesSometimesNo
    • We use appropriate, approved methods for communication, both internally and externally.
      YesSometimesNo




    Sales

    • Our sales process is well defined and adhered to by all individuals involved in the sales process.
      YesSometimesNo
    • Our sales team effectively qualifies and disqualifies prospects based on our organization’s ideal client profile. We do not sell to non-qualified prospects.
      YesSometimesNo
    • Our sales team sets sales / growth targets that move us towards our vision, and routinely achieves those targets.
      YesSometimesNo




    Marketing

    • We have our ideal client profile defined and understand their needs, desires, feelings, fears, and behaviors.
      YesSometimesNo
    • We have a defined brand voice and messaging strategy. This messaging strategy is adhered to by all in our organization.
      YesSometimesNo
    • We have a marketing calendar and cadence defined and adhere to it.
      YesSometimesNo




    Technology

    • We have a technology plan that helps define our needs, risks, and strategies used to achieve our company vision.
      YesSometimesNo
    • Our technology is current and functions with few incidents or interruptions.
      YesSometimesNo
    • We use technology to help ensure a competitive edge over our competition.
      YesSometimesNo




    Operations

    • Our products and/or service delivery is consistent, and aligns with what was promised to our customers.
      YesSometimesNo
    • Our customers are asked for feedback routinely, and rate themselves as very satisfied with their experience with our organization.
      YesSometimesNo
    • We have little to no customer churn outside of what we initiate internally.
      YesSometimesNo