Breakthrough Business Growth Evaluation Breakthrough Business Growth Evaluation 0% Progress: How many years have you been in business? Less than 2 years2 to 6 years6 to 12 years 12 years or more Your company's annual revenue is: Less than $500K$500K to $1M$1M to $2.5M$2.5M to $5M$5M to $20M$20M or higher How often have you produced significant annual net profit IN ADDITION to paying owner / employee(s) a market competitive salary? NeverSometimesFrequentlyAlmost always Does your company have a documented sales process? Yes, our documented sales process is incorporated into every sale.Yes, our process is documented, but not well followed.Yes, we have a process, but it is not really documented.No, our salespeople sell the way they think is best. Does your company have, and use effectively, CRM (Sales / Marketing), ERP (Financial), or HRM (Human Resource) systems? Yes, we have multiple systems that are used as intended.Yes, we have multiple systems that are underutilized.Yes, we have a few systems.No, we do not have those systems yet. Your training process for new employees is: Sink or swimOn the job1-4 weeks of orientationFormal training process Do you actively manage your financial decisions through the use of a specified budget? No, finances are managed by owner discretionNo, but managers have guidelinesYes, an annual company-wide budget is setYes, annual departmental budgets are setYes, quarterly reviewed departmental budgets are set Do you have an accounting of the current value of your work-in-process / inventory / purchase orders? Yes, our systems and process ensure we have this information in real timeYes, we make sure this information is accurate at least monthlyWe make accrual adjustments annually to these accounts for tax purposesNo, we don't have that accounting Do you feel your staff understands exactly how your company makes a profit? Yes, most employees are clear and operate on that principleYes, all my staff understands, but often seems to have amnesiaMy executives are clear, but not all employeesNo, only myself and/or a few close executives truly understand Are you getting the bottom line profit results that you want? Yes, consistentlyYes, more often than notNo, we fall short too often If you took your traditional line of credit (not credit cards) as a percentage of your annual sales, what would that be? 0%Less than 5%5% to 10%More than 10% Do you know what your average account receivables are as a % of annual sales? Yes, they are less than 10%Yes, they are more than 10%No, I'm not sure Does your company regularly update sales forecasts including a funnel of current opportunity / deal stages? Yes, we have a real-time accurate sales forecast and funnelWe get a good dependable forecast at least monthlyWe have a sales forecasting system/process, but it isn't accurate enoughNo, we depend on meetings to inform us about pending sales In your company, do you actively oversee all hiring / firing? YesNo Do you personally have to push people to meet goals? YesNo How many employees directly report to you? 3 or less4 to 56 to 7More than 7 You know what you should do each day, but how often are you able to actually stay focused on it? Most of the time I'm able to stay proactive on my agendaI'm usually able to block enough focus time to accomplish the most important itemsI often have to do MY work after-hoursSometimes I just feel out of control Is the business creating long-term wealth for you? Yes, in the way of cash profit/dividends that I am taking out of the companyYes, in the way of increased equity value (non-public traded) or assets in the companyNo, it is paying me quite well, thoughNot yet Can you find any dependable, responsible help when you need it? Yes, we have on-deck candidates for most of our important positionsYes, we have generally been able to fill most positions within 6 weeksNo, it usually takes us longer than 6 weeks or the candidates we hire are sub-optimalNo, this is a struggle for us - we sometimes hold onto people too long If you are not physically at your office (place of work), how sure are you that work will get done properly? 95+%75+%50/50 propositionMakes me nervous Who for sure knows the unique features of your company's product /service AND the value it brings to customers? My customers, employees and I knowMost of my employees and I knowPrimarily, my sales team and I knowOnly I do Does your company have, distribute, and follow an employee handbook/manual? Yes, we are in full compliance top to bottomYes, we have one that we distribute, but we don't always adhereYes, but our manual is very basic/generic (not real useful)No, we do not have an employee manual *Name (First, Last): *Email: *Company Name: *Phone Number: Coach who referred you: Next >< Back
