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P2M Business Health Assessment Test

This form takes approximately 5-10 minutes to complete. Upon submission, you will recieve a copy of your entries via email, and once we personally review your submission, we will personally get back to you with personal feedback on how you can take your business to the next level!

Step 1 of 12 - Contact Information

8%

Name*
First Last
Email*
Company
Phone*

1. Do you feel qualified and successful as an entrepreneur/executive?*
- Yes
- No
2. Do you have written short-term and long-term personal goals and mission?*
- Yes
- No
3. Have you written or updated your business plan in the last year?*
- Yes
- No

4. Do you have a written exit strategy for your business?*
- Yes
- No
5. Have you set specific revenue goals for this year?*
- Yes
- No
6. Do you know who your ideal customer is and where they get information?*
- Yes
- No

7. Do you have a written sales plan?*
- Yes
- No
8. Do you have defined products or specific offerings for your ideal customer?*
- Yes
- No
9. Are you using at least five marketing or communication channels to reach your intended target audience?*
- Yes
- No

10. Is your Customer Service Plan written and have specific measurable steps?*
- Yes
- No
11. Have you determined specific processes or best practices for operation of each aspect of your business?*
- Yes
- No
12. Have you written and published an organization and procedure manual?*
- Yes
- No

13. Do you have a clear picture of the type of person or strategic partner you need to add next to your company based on your existing team?*
- Yes
- No
14. Can you identify at least three key performance indicators (KPIs) that would affect your business if they were not accomplished?*
- Yes
- No
15. Do you measure Revenue and Profitability monthly?*
- Yes
- No

16. Do you have a current (monthly) cash flow analysis/projection?*
- Yes
- No
17. Do you currently have a written implementation plan/schedule for each major project underway in your company with due dates and responsibilities?*
- Yes
- No
18. Do you delegate authority and responsibility for a project to the lowest level (employee or vendor) needed for effective implementation?*
- Yes
- No

19. Do you have any alerts or notifications to let you know when you have exceeded your budget or production capacity in a any company project?*
- Yes
- No
20. Does your training program support or satisfy production, compliance and safety requirements for your specific industry?*
- Yes
- No
21. Do you have a company strategic plan and is it reviewed at least annually?*
- Yes
- No

22. Do you have regular leadership training for your managers and executives?*
- Yes
- No
23. Do you encourage and have an innovation process in place for new ideas, services or process improvement from your employees or strategic partners?*
- Yes
- No
24. Have you created and implemented any new ideas, process, management or marketing for your company in the last year?*
- Yes
- No

25. Have you created strategic partnerships with a lawyer, CPA and financial advisor? 34. Do you have a funded buy/sell agreement with your partners or key employees?*
- Yes
- No
26. Do you have a funded buy/sell agreement with your partners or key employees?*
- Yes
- No
27. Do you monitor your competition and industry trends at least quarterly?*
- Yes
- No

28. Do you know you company's "Sweet Spot" the thing you are known for?*
- Yes
- No
29. Do you know the ROI of your marketing investment?*
- Yes
- No
30. Have you recently completed a SWOT Analysis of your company?*
- Yes
- No

31. Do you seem STUCK where you are in revenue and positioning?*
- Yes
- No
32. Do you utilize an updated CRM software in your sales and marketing efforts?*
- Yes
- No
33. Would you like additional education or coaching that is cost-effective?*
- Yes
- No

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- I'd like to set up a free no-obligation “Right Problem Definition” session!
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- I'd like to receive emails periodically with relevant business growth tips
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