Does everyone in the company know your it's mission, vission, and core value?
No, not really
We don't have clear and specific goals and missions.
Do you regularly review your strategic plan to adapt to the changing market?
I haven't made a plan yet.
I review it regularly with the team.
Do you have a plan for identifying potential risks and managing or mitigating them?
I haven't done that yet.
I review it regularly with the team.
Do you efficiently allocate resources to achieve your strategic goals?
I haven't done that yet.
I usually achieve my strategic goals
How often do you evaluate and analyze the results achieved against the set goals?
Rarely
Regularly
Do you allocate a portion of your budget for research and development or innovating new products/services?
Small businesses allocate higher budgets, up to 60%, for business development, while larger enterprises allocate around 20% of revenue for development.
None currently
40%+
Do you monitor market trends from competitors and customer needs to develop new offerings?
Offering quality alone isn't enough to win the market since you're not alone; continuous research and development of your services and products are essential.
Not yet, but I will
Regularly, on a quarterly basis
Do you encourage a culture of creativity, innovation, and communication within your company?
Everyone should be encouraged to innovate, try new things, and communicate healthily to speed up plan execution and achieve the best results.
Not yet, but I will
Yes, we heavily emphasize that.
How many marketing channels are you currently using?
(Social Media - Search Engine Optimization - Influencers - Strategic Partnerships - Trade Shows - Google Ads - Content Marketing)
I haven't started yet.
More than 5 different channels.
Is the number of potential customers you engage with monthly sufficient to meet your sales goals?
Lead generation involves prospects showing interest in your service or product. Customers asking for pricing - Leaving contact information for follow-up - ...
(Lead Quantity)
None
More than I need
What is the quality of potential customers you are currently acquiring?
Lead quality involves prospects having the interest and purchasing power. Typically ranges from 10% to 50% depending on the industry, product value, and current market conditions.
(Lead Quality)
Depends on Referrals and my own network
10%+
Do you know the cost of acquiring a customer from each marketing channel you utilize?
Customer Acquisition Cost is the total monthly marketing and sales expenses divided by the number of sales transactions. (Contracts - Receipts - Orders - ...) Customer Acquisition Cost
I don't know
I know it well and constantly seek to improve it
Do you have existing business partnerships with other companies?
Business partnerships involve an agreement between you and other companies where they refer clients to you in exchange for you referring clients to them, or sometimes for a fee.
(Traffic Partnerships)
None currently
I work monthly to increase the number of partnerships
What is the conversion rate of potential customers from marketing to actual customers?
To facilitate, recall the last 10 customers you dealt with through marketing, how many of them converted into actual customers?
(Cold Conversion Rate%)
0%
10%+
What is the conversion rate of potential customers from referrals and acquaintances to actual customers?
To facilitate, recall the last 10 customers you dealt with through referrals and acquaintances, how many of them converted into actual customers?
(Warm Conversion Rate%)
0%
60%+
How many sales agents you currently have?
Count only sales representatives (exclude anyone with other roles - e.g., the business owner doesn't count even if they handle most sales themselves).
0
10+
Does your sales team have the authority to make necessary decisions to close sales?
How capable and experienced is your current sales team in the field?
Should refer to first
They have full authority to make decisions directly
What percentage of your sales representatives meet their sales targets monthly?
How many sales representatives achieved the target / Total number of sales representatives in the last month
-10%
+80%
How often do you monitor your sales effectiveness and make necessary adjustments each month?
How effective is your current sales team management system?
i do all the sales
Weekly
How many times do you train your sales team monthly?
Sales is a skill that requires continuous training to grow.
I plan to but haven't started yet
Daily
How many positive reviews do you receive on your products/services monthly?
(Platforms like Google or social media and others)
0
On a daily basis
Do you have clear written instructions for executing various tasks? And is the team regularly trained on them?
All tasks should be detailed and documented SOPs to ensure quality execution.
No written instructions currently
All tasks are documented and illustrated with explanatory videos, easily accessible at any time.
Do your operations support customer satisfaction and encourage positive reviews?
Have all tasks been designed and reviewed to ensure service quality and customer satisfaction?
Not yet, but I will
Yes, we place great emphasis on that.
Do you regularly review daily tasks and processes to identify improvement opportunities and increase efficiency?
Developing daily tasks is a key factor in ensuring customer and employee satisfaction.
Not yet, but I will
Yes, we place great emphasis on that.
What percentage of annoying customers do you deal with monthly?
Do you encounter a lot of unsuitable customers for what you offer, causing continuous annoyance?
A lot, I don't count them
Rarely
How many complaints do you receive from customers monthly?
Do you deal with ongoing complaints about the product/service provided?
A lot, I don't count them
Rarely
Do you have one or more Customer Service Agent?
Do you personally solve customer problems, or do you have a specialized team for that?
None currently, I handle all issues myself
A full team, (5 members or more)
Is there a policy that outlines the time it takes for customer support to resolve issues?
Have you identified recurring customer problems and established a resolution method and policy for speedy execution?
None currently
There is a clear policy for handling all situations
Do your customer service employees possess the knowledge and skills necessary to effectively solve customer problems?
What's the experience level of your customer service team?
Should refer to most details
They have sufficient knowledge to make decisions and handle problems effectively
How often does your customer service team communicate with customers monthly?
How effective is your customer service team?
Only upon request
Monthly to ensure service/product satisfaction
Do you have a clear organizational structure that defines responsibilities and tasks for each employee?
Clarity in responsibilities and tasks for everyone ensures smooth execution of operations.
Not available
There is an organizational structure and a clear system for everyone's tasks.
How effective is your employee hiring system?
Continuous talent acquisition is vital for business growth and risk management.
Most of the team is not replaced
We can find a replacement before the previous employee's term ends
How often do you provide opportunities for continuous training and development for your employees annually?
Continuous development is the optimal way to maintain the workforce.
We don't offer any of this
Monthly
How satisfied are your employees with working in your company?
You can measure it by calculating the number of employees who left their jobs / total number of employees.
Is this ratio increasing or decreasing?
Low employee retention rate
High employee retention rate
Do you have a clear plan to motivate employees?
Employee motivation and compensation programs significantly increase your ability to retain talent.
Not at he moment
Of course, and we are continuously working on its development.
Do you set an annual budget for operating costs and expected revenues?
How effective is your financial planning process? Do the proposed figures at the beginning of the year closely match the actual expenses and profits on the ground?
We don't adhere to a yearly financial plan
Less than 10%
Do you have an accurate accounting system to track income and expenses?
How effective is your accounting system?
Through self-efforts and without specialists
We meticulously record all expenses and income accurately
How satisfied are you with the profitability of your products/services?
Net profit percentage to total revenue
Lower than expected
Higher than expected
How often do you review your financial performance and take corrective actions when necessary annually?
Regular financial performance reviews are essential to ensure business operations run smoothly and should be conducted at least quarterly
Once a year
Monthly
How efficient is your invoicing process?
Recording and organizing invoices for each client and creating a separate file for each client containing all relevant information for easy access when needed
Issues arise from time to time
Organized with high efficiency
Do you use tools or software to better manage your finances?
Quick access to information and accurate analysis using assistance tools and software is a fundamental need with the rapid market evolution
None currently
Yes
How often do you review your legal and tax status, etc.?
Ensuring the legality and tax status, among other things, protects you from many risks and ensures the continuity of the company
Reviews are only conducted as needed
Quarterly
