Your Business Success Builder

Please complete and return this Business Success Builder as soon as possible.

This questionnaire is designed to accomplish 3 things:

1) to help you get more focused for your session

2) to help you pre-think so that your session will be more productive

3) to allow us to customize the session for you to help you achieve your dreams and goals more efficiently and quickly.

The Business Success Builder includes two sections

Section 1: General questions about your goals and ownership/leadership style as well as more specific questions relating to your business.

Section 2: Prioritizing your challenges and opportunities.

If you prefer the printed version, click here to download

Please note that this form is dynamic, in other words if you leave this page your information is not saved.

Please complete in one sitting.

It is important for you to be as honest and accurate as you can. Please complete both sections.

Section 1

Name*

Company*

Phone*

Website

Address

Email*

Introduce Me to Yourself and Your Business

1. What type of business are you in? 1. What type of business are you in? Professional Service Manufacturing Retail Wholesaler/Distributor Other

2. Please list the specific types of products and/or services you provide for your customers.

3. How long have you been in this type of business?

4. Who, other than yourself, is involved in the decision making of your business?

5. What are your goals in your business? Please be specific.

6. Do you have a business plan or career plan? 6. Do you have a business plan or career plan? Yes No

If yes, how often do you compare and measure your progress to the plan? If yes, how often do you compare and measure your progress to the plan? I don’t Monthly Quarterly Annually Other

7. What has been your biggest professional accomplishment so far? What are you most proud of?

8. Please describe the strengths you bring to this business.

9. Please describe your main challenges. What holds you back? Be specific.

10. What techniques and strategies do you regularly use to stay “on top of your game”?

11. How many hours per week do you currently work on average?

12. What are your hobbies? How do you currently spend time outside of your business?

13. If you had enough time and financial resources to do anything you chose, how would you spend your time outside of your business?

14. What revenues and profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years history, just include the years you do have.

Current year revenue

Current year profit

Last year revenue

Last year profit

2 years ago revenue

2 years ago profit

3 years ago revenue

3 years ago profit

15. How do you feel about the amount of money you currently make?

How do you feel about this?

16. List the top 5-10 ways you generate leads today.

17. What is your conversion ratio? What % of leads actually buy from you?

18. Is your conversion ratio estimated or measured? 18. Is your conversion ratio estimated or measured? Estimated Measured

19. What is your average $ sale?

20. On average, how many transactions per year (or month, or week, etc..) does your average customer purchase from you?

21. How often do you stay in contact with your existing customers and what methods do you use?

22. What sets you apart from your competition? What is the compelling reason someone would want to do business with you?

23. What frustrations do your clients experience when dealing with your industry in general (e.g. trades-people showing up late or leaving a mess)?

24. What parts of your business/profession do you enjoy MOST or find the most rewarding?

25. What parts of your business/profession do you enjoy LEAST or find the least rewarding?

26. Please check the box that describes you most of the time. 26. Please check the box that describes you most of the time. I love my job. I can’t wait to get up in the morning and go to the office. I enjoy what I do, but if I really had my choice, I’d rather do I can take it or leave it. I don’t really like my job, but it pays the bills. I hate my job.

27. Describe your top 3 target market groups (e.g. businesses with more than 100 employees, OR - professionals age 25-40 with incomes between $25,000-$50,000, etc…)?

Group 1:

Group 2:

Group 3:

28. How many employees, on average, have you employed in the past 3 years?

Currently

1 Year ago

2 Years ago

29. What team or staff challenges do you have in your business currently?

30. On a scale of 1 to 10, please rate your skills (S) and interests (I) in the following key areas with 1 being the least possible and 10 being the highest.

Leadership Skill

Leadership Interest

Marketing Skill

Marketing Interest

Sales Skill

Sales Interest

Finance Skill

Finance Interest

Operations Skill

Operations Interest

Strategic Planning skill

Strategic Planning Interest

Goal Setting skill

Goal Setting Interest

Customer Service skill

Customer Service interest

Decision Making skill

Decision Making Interest

Employee Development skill

Employee Development Interest

31. If there was one thing you could change about your business in the next 90 days what would it be and why?

32. Are you coach-able? 32. Are you coach-able? Yes No

33. In what ways do you feel you will benefit from having a business coach?

34. Do you have any concerns or questions?

Section 2

Please Pick Your Top 5-7 Priorities Below

Name*

Email*

Sales & Marketing Sales & Marketing Having turn-key, persuasive and inexpensive ways to generate more leads and prospects for my products or services. A step-by-step marketing plan that significantly increases my new customers, revenues and profits without taking all my energy away from day-to-day business. Creating customer focused advertising and online marketing strategies to draw willing buyers to my business every week. The most effective sales appeal for my products and services that uniquely sets my business head and shoulders above my competition. To build a more motivated, professional and profitable sales or telemarketing force that creates a far stronger sales conversion and average sale value. Having a strategy that will compel my former and even inactive customers to come back and buy from me again and again. Boosting the average sale value and creating a far better sales result from every customer we are already doing business with. Introducing new and more profitable product lines or services to both win new customers and extend the value we provide our existing ones.

Team Building & Leadership Team Building & Leadership Helping me develop and build strong leadership skills and attributes so I can, not just manage, but truly lead my people and my company. To help me find or re-find my passion and get my heart and mind back focused on enjoying running and building the business again. Using a recruiting system that is both efficient and effective to help me add the right, motivated, great people to my team. Developing an ongoing training system so people are more effective and more productive at their jobs and, some are ready for promotion as the company grows. Training my team so they deliver superior levels of customer service and create raving fans and repeat buyers time after time. Helping me and my team get better use of our time and stop working reactively, putting out fires, and become more pro-active about building the company

Running Your Business Running Your Business Developing a clear and powerful set of both personal and business goals and having a vision for my company. To get myself the freedom of more time away from the business, still knowing it is growing and creating more, and more, profits without me there. To help me understand how to re-invest my profits back into the business or how to take profits and invest them for passive income outside of my business. Getting a solid business plan of action so I and my team are focused on doing what matters, what’s important and what will get the biggest results. To get the business and my people to a stage where they can run it profitably so I can take some time out each week and vacation each year. Developing a straight forward succession plan so I can replace myself with the right people, at the right time and allow them to run it without me. Expanding the operation to multiple outlets or multiple territories so I can take advantage of an already solid and profitable business model. Creating a franchise system that both sells and creates profitable franchisees who can afford to pay me serious royalties. Assistance with taking the company international to profit from global markets, global costs and global currency values.

Systems Systems Having a system for controlling, managing and reporting the company finances so I can know I am building real profits. Working ‘ON’ my business rather than ‘IN’ it and create a systems dependent company rather than a people dependent one. Developing an organizational chart and position descriptions and getting the company administration handled. Building consistency of delivery into my products/services giving better levels of service and more rewarding customer experiences.

Coaching Coaching Having a Hotline to a great coach who can help me stay focused, answer my most important business questions and help me grow the business.

Congratulations and thanks for your time …

Thank you for taking the time to complete this questionnaire … it’s really important for
both of us to fully understand your current situation …that way we can be sure to put our effort into the areas of your greatest importance.

If you chose the printed version of this form:
Please Fax to 828-395-1801
or e-mail to williamgilliland@actioncoach.com.

Bill Gilliland
P.O. Box 238,
Montreat, NC 28757
828-348-1787

Confidentiality Note

The information contained in this questionnaire is confidential information intended only for the use of ActionCOACH and the person completing this questionnaire.

If the receiver of this questionnaire is not the intended recipient, the receiver is hereby notified that any
dissemination, distribution, copy, or publication of the questionnaire is strictly prohibited.

828-348-1787

Asheville, NC

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